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Dan Sheehan
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Dan Sheehan's Comment & Analysis
A complete archive of Dan Sheehan's articles, including current analysis & comment.
A complete archive of Dan Sheehan's articles, including current analysis & comment.
7 Compelling Reasons the Fed May Cut Rates in September
By Dan Sheehan - Jul 28, 2025
The Federal Reserve faces a pivotal moment at its July 29–30 meeting. Inflation remains above the official 2 percent target, political pressure is building, and investors are watching for clarity....
AI Capex: The New Arms Race in Tech?
By Dan Sheehan - Jul 25, 2025
The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles...
S&P 500 Bull Market’s Hidden Strength: Why This Rally Still Has Legs
By Dan Sheehan - Jul 14, 2025
The bull market is showing exceptional resilience. Last week, the S&P 500 closed at 6,259, just 0.33 percent off its record high, even as President Trump unveiled sweeping new tariffs. Investors...
Apple: A $3 Trillion Catch-Up Play Poised for an AI-Powered Rebound
By Dan Sheehan - Jul 10, 2025
As a market strategist navigating technology’s transformative currents, I view Apple (NASDAQ:AAPL) as a $3.1 trillion titan poised for a powerful rebound. Closing at $211.14 on July 9, 2025, Apple’s...
Retail to the Rescue: Why the April Selloff Didn’t Stick
By Dan Sheehan - May 16, 2025
Markets have staged a sharp rebound in early May, recovering most of the losses triggered by the tariff-driven volatility of April. While institutional desks were hesitant, caught in a bind between...