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Dan Sheehan

  • Analysis & Comment

Dan Sheehan's Comment & Analysis
A complete archive of Dan Sheehan's articles, including current analysis & comment.

The S&P 500 has powered to new heights in 2025, recently closing at a record 6,468. This leg up is driven by a potent combination of upbeat earnings revisions and a blowout second-quarter...
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...
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...
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...
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...