Ryan Isherwood’s Top Picks for July 28, 2026 - BNN Bloomberg
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0.248 · RIGHT
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0.124 · CENTER
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Article Excerpt
Top picks from Ryan Isherwood, Founder and CIO, Significance Capital Management
Focus: U.S. large caps
Top picks: Knight-Swift Transportation, TAKE-TWO INTERACTIVE, Best Buy
MARKET OUTLOOK:
Significance Capital’s models continue to flag an unusually stretched environment for U.S. large caps. Earnings breadth remains historically strong, roughly 90 per cent of the index is showing forward earnings growth, a level that has historically preceded cyclical peaks rather than accompanied fresh legs higher. At the same time, several tertiary risk indicators, such as elevated margin debt relative t…
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Jul 28, 2026
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