No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Since they said it
6 directional calls with a price to read (4 bullish, 2 bearish). 1 week later, with the call in 2 of 6; 1 month later, with the call in 1 of 5. Prices as of 2026-09-10. Three fixed windows, the same for every call, always shown together: one week, one month, three months after the first close that followed the tape. What the market did, not a score: a call can have a different horizon, and a view with no number or deadline is never graded here.
S&P 500 from 2026-06-29 to 2026-09-10 · ▲ bullish · ▼ bearish · dot = the close that day
Date
Market
Call
What was said
1 week
1 month
3 months
2026-08-13
from 7,786
S&P 500
Bullish
Yeah, blown away by the earnings momentum and continuing good news.
“I did talk about frothing some of the chips. And, you know, we were talking about are these ultimately still going to be commodities in the sense that these margins are not going to hold up.”
Siegel tells CNBC that if oil stays in the low $80s the Fed will not hike in September.
I have a feeling if oil certainly stays in that low 80s, I don't see any way that worst is going to raise in September and the earnings parade continues.
Siegel tells CNBC non-tech S&P 500 margins can expand dramatically if firms use AI to cut costs.
margins overall on the S&P are at all-time highs. But if you take out the tech communication, they've been relatively stable. But they can improve dramatically if they can use what AI is designed for, and that is to reduce costs.
Jeremy Siegel thinks the Atlanta Fed's over-5% Q3 GDP tracking is too optimistic and that 3-3.5% would still be enough to lift productivity and real wages.
atlanta fed thinks it's going to be over five percent i think that's too optimistic for the third quarter
Jeremy Siegel says if oil stays flat or falls it will be hard for Warsh to hike, noting his frequent conversations with Trump and the approaching midterms.
if oil stays where it is or goes down honestly it's going to be pretty hard i think for warsch to increase
Jeremy Siegel says tech margins are incredible and hyperscaler spending, which he puts at 40% of the S&P, can continue to do well even as workers struggle.
the hyper-scale spending is doing well it's forty percent of the s_n_p_ so that can continue to go do well
Carving the Mag 7 and chips out of his earnings-season reassurance; 'frothing' is the tape's rendering of 'froth in'
“I did talk about frothing some of the chips. And, you know, we were talking about are these ultimately still going to be commodities in the sense that these margins are not going to hold up.”