Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Capital Allocation Beats AI Hype Now
With the S&P 500 hitting new highs at seven thousand seven hundred twenty while real GDP growth slows to two point two percent, the market is sending a confusing signal. We are looking at why capital allocation is becoming the primary driver of bull market returns in October 2026. Lucas and Luna break down how companies like Palantir and traditional industrials are diverging not on revenue speed, but on cash deployment. We examine the HSBC CEO’s warning about data center efficiency and what it means for your portfolio when momentum shifts from pure growth to disciplined spend…
The skinny
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