Wall Street Thinks 2.9% is Just Right

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Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of finance from last week. Friday, we’ll cover tech, and next Monday, we’ll tackle policy.

This week, we’ve got…

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Stocks are riding high on the idea that 2.9% inflation is “just right” for the Fed to cut rates without killing consumer demand. That’s the Goldilocks dream, but strategists at Morgan Stanley and JPMorgan warn the rally could stall once the cut actually lands and investors start staring down a slowing economy. Rate cuts may spark a sugar high, but the hangover could come fast.

Meanwhile, corporate America is doing its part to keep prices buoyant. JPMorgan sees buybacks jumping another $600 billion after a record $1.5 trillion this year, shrinking share supply and juicing EPS. Add in President Trump’s push to scrap quarterly reports in favor of semi-annual disclosures, and investors may soon have less frequent data to judge whether those buybacks are masking weakness or fueling real growth.

The market’s next leg depends on whether consumer spending holds up and whether companies can keep engineering EPS growth.

Blackstone’s Jon Gray says Ivy League diplomas aren’t the ticket to the top anymore. What matters is work ethic, entrepreneurial thinking, and even kindness: skills that AI can’t automate. With a weak labor market and one-third of grads calling their degree a waste of money, companies are shifting to skills-based hiring, and investors should be watching firms that adapt fastest.

At the same time, billionaires like Peter Thiel and Sam Altman are pouring more than $5 billion into longevity science, chasing the dream of living to 150. It’s partially a reasoned bet on biotech as the next trillion-dollar industry, with a pinch of supervillian origin story for good measure.

Here are the top 3 biotech stocks according to AltIndex’s AI model stock ratings:

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A lot can happen in a week!

Let’s take a quick look at who struck gold and who struck out since our last issue:

Alphabet Inc. (GOOG): +7.70%
NVIDIA Corporation (NVDA): +4.01%
Microsoft Corporation (MSFT): +2.95%
Meta Platforms, Inc. (META): +1.91%
Apple Inc. (AAPL): +0.54%

Netflix, Inc. (NFLX): -3.36%
Berkshire Hathaway Inc. (BRK.A): -1.12%
Visa (V): -1.07%
Amazon.com, Inc (AMZN): -0.40%
Mastercard Incorporated (MA): -0.26%

Analysis provided by ​altindex.com​.

Remember to always DYOR.

Credo Technology designs and manufactures high-performance, cost-effective semiconductor solutions for a variety of markets, including telecommunications, networking, and data infrastructure. The company is recognized for its innovative technology, enabling increased data speeds and reduced power consumption.

Current price: $162.18
Target price: $195.04

Embraer S.A., a prominent Brazilian aerospace conglomerate, is renowned for its commercial, executive, and military aircraft. Founded in 1969, Embraer has established a global footprint with an extensive portfolio that extends beyond aircraft manufacturing to provide integrated solutions for its clients and partners.

The signals:

Current price: $56.29
Target price: $67.06

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake of Invested Inc.