Charts Of The Week: December 8, 2025

Investors referring to the ‘Magnificent 7’ ought to update their rolodex. Broadcom has quietly become the seventh largest stock in the S&P 500, surpassing Tesla. Perhaps ‘Elite 8’ is a better title for these stocks. Broadcom has marched higher this year, registering the second-best year to date stock price gain amongst the largest stocks in …

Eli Lilly’s market cap eclipsed $1 trillion in Friday’s trading session (according to FactSet data). They became the first healthcare company to achieve this milestone. The simple explanation for how this company joined the four-comma club is ‘diversified growth’ as a product of research and development. The company has cultivated numerous blockbuster drugs culminating with …

High short-term yields and leftover anxiety from 2022 led to underinvestment in bonds in 2025. 2022 bond losses were unusual, but some bond volatility is not. 2025 returns were partially driven by yields being pulled down by rate cuts. We believe that process may have run its course for longer-term yields. Uncertainty still makes bonds …