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Anita Krishna Gupta
Wealthbrix Capital Partners
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
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Anita Krishna Gupta of Wealthbrix tells Bloomberg the ~5.3% 30-year yield will feed through mortgage and borrowing rates and definitely hurt the US consumer.
the impact on that on mortgage rates and borrowing rates. It's definitely going to impact the U.S. consumer.
Anita Krishna Gupta of Wealthbrix tells Bloomberg the S&P's 18.8x forward P/E is above its 5-year range but within its 10-year range.
Now 18.8 times forward PE for the S&P is a little bit above the five year but not above the 10 year valuation range.
S&P 500 since this was said: ▼ -0.1% · 7,728 → 7,719 · as of 2026-09-04
Anita Krishna Gupta of Wealthbrix tells Bloomberg S&P Q2 earnings grew 32% year on year once Amazon, Microsoft and Alphabet one-offs are stripped out.
If you take that out you've got a 32 percent earnings growth year in year for Q2.
S&P 500 since this was said: ▼ -0.1% · 7,728 → 7,719 · as of 2026-09-04
Anita Krishna Gupta of Wealthbrix tells Bloomberg US stocks have ignored the Iran conflict except via oil, and the unpriced fiscal and spending cost of the war will come through.
so far the U.S. market has ignored the geopolitics except for the oil price. So they're not looking at the cost of the conflict yet. That hasn't seemed to be factored in into you know U.S. government budgets or the impact on spending. It will come through.
S&P 500 since this was said: ▼ -0.1% · 7,728 → 7,719 · as of 2026-09-04
Anita Krishna Gupta of Wealthbrix tells Bloomberg the AI-led rally is not going away, with leadership rotating to cloud names like Alphabet, Microsoft and Amazon.
that's not going away. It's just that different parts of that A.I. bucket are going to perform or not perform. So what's performed more recently is anything related to cloud services.
S&P 500 since this was said: ▼ -0.1% · 7,728 → 7,719 · as of 2026-09-04
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