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Adrian Tate retweeted
THE NARRATIVES ARE BEING PLACED ───────────────── Evercore ISI is calling for the S&P 500 to reach 9,000. Two arguments are being made. First: $7.9 trillion in money market funds represents potential fuel, as sidelined investors risk missing the next leg higher. Second: IPO volumes at 0.5% of S&P 500 market cap are still below the peaks of 1999 and 2021, which Evercore reads as room to run further. ───────────────── On the money market argument. Goldman Sachs strategist David Kostin described this line of reasoning as vastly overstated. The historical record supports that. When the largest single-week outflow from money market funds ever was recorded, that capital did not go into equities. It went into bonds. In 2003, the year stocks recovered after a three-year bear market, money market outflows were a fraction of what the "dry powder" narrative implied. A significant portion always moves into fixed income, or simply stays put. The funds have been accumulating since 1974. As a percentage of total financial assets, cash levels have remained roughly steady for over two decades. What changes is the narrative around them, and that narrative tends to peak late in a cycle. ───────────────── On the IPO argument. The comparison to 1999 is correct in relative terms. But accumulating late-cycle signals do not point to a market with significant distance left. They point to one in its final phase. IPO waves, raised price targets, and money market narratives are not signs that the cycle is young. They are characteristics of where it ends. ───────────────── The narratives for the final push are being placed. That is worth watching as carefully as the price action. CIF: 82/90 — Warning Level Orange. @TheBigCycleGame Not financial advice. DYOR. #EndCycle #SPX #Narratives #CIF #DotComFractal #EvercoreISI #MoneyMarkets #MacroAnalysis #TheBigCycleGame
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Emmanuel – Big Tech & AI Investor retweeted
Evercore ISI initiated coverage on Lincoln International $LCLN with an In Line rating and set a price target of $25.00. The stock currently trades at $24.84, near its 52-week high of $25.30.
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Replying to @IlliquidInsight
lazard does not pay well esp analysts and associates relative to Centerview, Evercore etc
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$KSCP -Ascendiant lowers Knightscope target to $23 from $26 Buy - $LEN -Evercore raises Lennar target to $87 from $82 Underperform -Wells Fargo lowers target to $85 from $90 = Weight -RBC lowers target to $85 from $88 Underperform -Barclays lowers target to $79 from $80 Underweight -BTIG lowers target to $67 from $73 Sell -
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$NOW Price Targets: - Benchmark: Raised PT to $130 from $125 (Buy). - Bank of America : $130 (Buy, restarted coverage in May 2026). - Bernstein: $236 (Outperform, raised in May 2026). - Oppenheimer: $130 (Buy). - Citi/Wells Fargo/Goldman Sachs/Barclays/JPMorgan/Evercore ISI: Targets generally in the $130–$163 range (Buy). P/E: - Trailing P/E : ~60–62 - Forward P/E : ~24-25 Would you add $NOW to your portfolio at $104?
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Samir Dutta watched analysts burn nights on pitch decks at Evercore. Now his AI builds them in seconds. yespress.io/samir-dutta?utm_… via Yespress
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$ALVO Alvotech efnir til útboðs á hlutabréfum í Bandaríkjunum að andvirði 125 milljónir dollara samhliða lokuðu útboði til fagfjárfesta á Evrópska efnahagssvæðinu 💠 Sölutryggt hlutafjárútboð í Bandaríkjunum, áætlað andvirði um 125 milljónir dala (u.þ.b. 15,6 ma.kr.). 💠 Umsjónaraðilar hafa heimild til að kaupa allt að 15% viðbótarbréfa innan 30 daga; útboðið er háð markaðsskilyrðum. 💠 Samhliða verður lokað útboð til fagfjárfesta á EES á sama gengis; ekki hefur verið ákveðin skipting milli markaða. 💠 Áætlað er að andvirðið verði notað til þróunar líftæknihliðstæðna, veltufjár, rekstrarkostnaðar, fjárfestinga og endurgreiðslu skulda; BofA, Jefferies og Evercore ISI leiða útboðið. Heimild: GlobeNewswire · Unnið af gervigreind. Ekki fjárfestingaráðgjöf

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