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From Geopolitics to Groceries: What’s Driving Retirement Savings Behavior

Francis LLC’s Edward McIlveen, CFA breaks down what investors and plan sponsors need to know right now: why staying diversified and continuing contributions beats reacting to headlines; how strong corporate earnings and historical post‑midterm trends support equities; practical menu changes—small, permanent allocations to TIPS/treasuries and a 5–7% diversified commodity sleeve—to hedge inflation and geopolitical risk;

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5-star analyst sets jaw-dropping SanDisk stock price target

Barclays moved on SanDisk on May 27. The day after, Mizuho followed. When top-ranked analysts at two different firms raise targets on the same stock on back-to-back days, each arriving via a different methodology, the second note is worth reading carefully. Mizuho’s argument is built around numbers that extend well beyond the last earnings report

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