Bret Kenwell on Muck Rack

Bret Kenwell

California
As seen in: eToro, Medium, MSN, Forbes, Markets Insider, Yahoo Finance, The Toronto Star, Flipboard, Investing.com, Seeking Alpha, Miami Herald and
Equities and options. Conservatively aggressive. @eToroUS Investment and Options Analyst. Tweets/RT are not investment advice.
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Articles

Markets: Small Caps Led in H1, But AI Remains a Secular Growth Story

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By Bret Kenwell
| MoneyShow
Small caps led the US market at the halfway point for the first time since 2021 – and only the second time in the past decade. Meanwhile, we believe the AI trade remains a long-term secular growth story, a view echoed in our recent Retail Investor Beat survey, writes Bret Kenwell, US investment analyst at eToro US. The rally builds on the Russell 2000’s strong second half of 2025, when it also outpaced the S&P 500 Index (^SPX), Nasdaq, and Dow.
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Markets Bracing for Higher Rates in Wake of this Week's Fed Meeting

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By Bret Kenwell
| MoneyShow
Rising inflation and climbing Treasury yields have already pushed investors to shift the narrative from interest rate cuts to potential rate hikes. Wednesday’s Federal Open Market Committee update made that outcome look a lot more realistic, maintains Bret Kenwell, US investment analyst at eToro US. The committee meaningfully raised its personal consumption expenditures and core PCE expectations for 2026 compared with where they stood three months ago.
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Inflation Jumps...But So Do Tech Stocks

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By Bret Kenwell
| MoneyShow
Yesterday’s inflation report showed the highest year-over-year reading in almost three years. Even after stripping out energy prices, core PCE is sitting at a multi-year high. But investors have still been looking through the data and leaning into the tech trade, observes Bret Kenwell, US investment analyst at eToro US. The Federal Reserve has already taken on a more hawkish posturing in response to higher inflation.
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