1 still on the clock. 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
7 directional calls with a price to read (4 bullish, 3 bearish). 1 week later, with the call in 4 of 7; 1 month later, with the call in 4 of 7. 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 2026-06-08 to 2026-09-10 · ▲ bullish · ▼ bearish · dot = the close that day
Date
Market
Call
What was said
1 week
1 month
3 months
2026-07-31
from 7,600
S&P 500
Bullish
“our base case has been we're going to be higher over the next 12 months, but it's not going to be in a linear fashion”
“we've had some concerns about the semis. And what I found in my recent marketing is that, you know, the valuations have come down. I don't think that problem has been fully resolved. A lot of the hedge funds, it's come down enough for them.”
“We upped our target a little bit to 81.50 [8,150]. Healthy, not heroic” (12-month-forward target); “on the high end, some of our models are signaling more than 8300 [8,300]”
Written down and dated. Not judged until the deadline arrives.
Said Jul 6, 2026 · resolves Jul 6, 2027
“We upped our target a little bit to 81.50 [8,150]. Healthy, not heroic.” Explicitly a 12-month-forward S&P 500 target, recast from a Dec-31 basis; “on the high end, some of our models are signaling more than 8300.”
Replayed clip from her interview the previous day (7/14): tech overall has 'improved basically back to neutral just given some of the carnage' (@63:37) and communication services has 'frankly... better valuations' (@63:33).
“and semi valuations which had gotten pretty expensive. They're not super cheap yet. They may still have more to go. I want to be clear about that.”
A caution INSIDE her bullish tech upgrade, not a bearish tech call (meaning-verified)
“we've had some concerns about the semis. And what I found in my recent marketing is that, you know, the valuations have come down. I don't think that problem has been fully resolved. A lot of the hedge funds, it's come down enough for them.”
Cut her inflation input on Iran de-escalation; cites RBC economists ~2.6% for 1Q27
“I pulled it down a little bit just when we got some of this de-escalation on the Iran war, we wanted to reflect sort of that improvement in the gas price backdrop. But I think our economists are maybe at 2.6% for 1Q.”
Her framing of what a real bear case requires; she does not expect the AI earnings crack
“if you really want to get bearish on the market, you have to get bearish on earnings. It's not just enough to be worried about valuation pressures. And you have to attack that AI earnings story.”
“We upped our target a little bit to 81.50 [8,150]. Healthy, not heroic” (12-month-forward target); “on the high end, some of our models are signaling more than 8300 [8,300]”