GatePass Capital Market Monday

GatePass Capital

Stock Market Update for the upcoming week.

  1. 5d ago

    Strong Jobs Report Spooks the Market: Here's Why That's Not the Whole Story

    In this Market Monday: The market was up 15% over 50 trading days then Friday's payroll report sent stocks plummeting and rates surging. We break down what the jobs data actually means, why the Fed narrative is shifting from easing to tightening, and why "rates up, stocks down" is incomplete analysis. The real picture requires more than one variable. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.

    7 min
  2. Jun 1

    S&P 500 Nine-Week Win Streak & The Bull vs. Bear Case Heading Into June 2026

    In this Market Monday: The S&P 500 closed May up 5% and just logged its ninth consecutive winning week — the first since 2023. Earnings came in at 29% year-over-year growth, blowing past the 13% expectation. But with CPI above 4%, oil over $100, and the American consumer increasingly K-shaped, the bull and bear cases are both compelling. Here's where things stand heading into June.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.

    6 min
  3. May 26

    Why Bond Yields Are Surging in 2026 And What It Means for Your Portfolio

    In this Market Monday: The 10-year Treasury yield has jumped from 3.94% to 4.6% and bonds are negative on the year while stocks are up over 9%. With the Strait of Hormuz still shut and oil above $100 a barrel, we break down why yields are rising, what it means for the traditional 60/40 portfolio, and how to think about your portfolio in an inflationary regime.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.

    8 min
  4. May 18

    Inflation Is Back and Accelerating

    In this Market Monday: April CPI came in hot — 0.64% for the month, 3.8% year-over-year, and accelerating. Gas is up 28% in two months, groceries are surging, and the bond market is already repricing reality. Here's what it means for investors and what the Fed might do next.Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.

    7 min
  5. May 4

    Powell’s Final Fed Meeting, April’s Stock Rally, and Should Investors "Sell in May and Go Away"?

    In this GatePass Market Monday: Jerome Powell held rates steady in his final Fed meeting as Chair, April delivered a historic S&P 500 rally, and investors are again hearing “Sell in May and go away.” Here’s what long-term investors should know. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.

    7 min
  6. Apr 27

    Market Momentum Is Back: Why New All-Time Highs in the S&P 500 Are Often Not a Warning Sign

    In this GatePass Market Monday: A historic S&P 500 rally has investors asking what’s next. Explore what market momentum, all-time highs, and why time in the market still matters more than timing it. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.

    6 min
  7. Apr 20

    Stocks Hit New Highs as Volatility Fuels a Historic Rebound

    Stocks are back at all-time highs after one of the strongest 10-day rallies in decades. In this GatePass Market Monday, we break down what’s driving the rebound, why sentiment still looks weak, and what long-term investors should focus on now. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual on any security or advisory service. It is only intended to provide education about the financial industry. The views reflected in the commentary are subject to change at any time without notice. While all information presented, including from independent sources, is believed to be accurate, we make no representation or warranty as to accuracy or completeness. We reserve the right to change any part of these materials without notice and assume no obligation to provide updates. Nothing on this site constitutes investment advice, performance data or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Investing involves the risk of loss of some or all of an investment. Past performance is no guarantee of future results.

    7 min

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Stock Market Update for the upcoming week.