Editorial companion

What stands out

James Boyd’s Schwab coaching webcast started with a provocative line: Nasdaq could be in the midst of a monster turnaround and many investors are underinvested. He walked through bullish entry setups, upcoming semiconductor and memory earnings, and three paper-trade examples meant to force clear decision routines. That matters because the thesis ties market-structure outcomes to actual business exposure, Charles Schwab benefits from more retail activity and client assets, while Nasdaq profits if listings and trading volumes recover, so allocation, not just stock selection, is the real takeaway.