US Stocks prediction

Calculations based on SEC-reported weighted average price ($8.54) and Dec. 2 market close ($8.54).

Argosy-Lionbridge, once holding a sizeable fortune in Veris Residential, saw fit to trim its portfolio. As of September 30, their remaining shares now stood at a paltry 265,413 – valued at just $4 million. A far cry from the $5.5 million they once hoarded with fervor. It’s like a child reluctantly giving up their favorite, but now quite tattered, teddy bear. Only this bear was worth a great deal more than a few lost naps.

There is a rhythm to the market, a pulse that beats in cycles of greed and fear. This year, the Federal Reserve’s whispered promises of rate cuts and the birth of technologies like artificial intelligence had stirred hope. But hope, like the rain in a drought, can be a cruel illusion. For the S&P 500, now teetering near 6,900, history casts a long shadow. A single number-a ghost of past excesses-whispers of a reckoning in 2026.

The Vanguard Information Technology ETF, tracking 314 U.S. companies, leans heavily on semiconductors, software, and electronics hardware. Its expense ratio of 0.09% is a quiet tax on ambition. The five largest holdings-Nvidia (18.1%), Apple (14.2%), Microsoft (12.9%), Broadcom (4.4%), and Palantir (2.1%)-are not merely stocks but totems of an era. The sector trades at 28.6 times forward earnings, a modest premium to its five-year average of 27.2 and a more significant one to the 10-year average of 24.7. Yet, Wall Street’s estimate of 26% earnings growth next year tempers the gloom.

The SEC’s document arrived like a cold wind. Mendon, a firm with a nose for value, took a stake in Simmons First National during the third quarter. The numbers don’t lie: 406,570 shares, worth nearly eight million at quarter-end. A quiet bet, but a calculated one.

1-year price performance is calculated using December 6, 2025 as the reference date.

Cytokinetics, Incorporated is a biopharma company that treats muscle biology like a dark art. Its pipeline gleams with potential, though one wonders if the FDA will grant its application for aficamten-or simply wave a bureaucratic broom and say, “Not today, dear inventor.” Strategic alliances and a focused R&D approach keep the ship afloat, though the waters are choppy and the horizon is foggy.

MGK, a beacon for those who find solace in the behemoths of technology, offers a focused view of the U.S. market, targeting the very titans of growth-those rare giants who stride the earth as if impervious to the passage of time. VOO, by contrast, casts a far wider net, seeking the entire landscape of the market, embracing both the giants and the unknown, with a steady, almost philosophical view of balance.

The SEC’s records, ever the meticulous scribe, noted this acquisition on November 14, 2025. The shares, purchased by Mendon, were dated to September 30, 2025, and marked the fund’s 68th reportable position for the quarter. A modest flag planted in a sea of financial instruments.

On a chilly November 14, 2025, the SEC revealed that Manatuck Hill Partners had fully severed ties with BrightView Holdings (BV +0.00%). The fund’s stake, once a hearty 2.9% of its treasure trove of assets, dwindled to naught. The transaction, calculated by the quarterly average pricing, left the fund with a pocketful of $7.8 million. A curious exchange, indeed.