Despite strong earnings, S&P 500 (SPY) rallies have stalled because Treasury yields above 5% give a lower-risk return alternative to equities

12:07 PM

Oil above $90 keeps headline inflation elevated, which sustains high Treasury yields and pressures rate-sensitive sectors until oil drops

11:27 AM

Treasury yields at 5.34% are raising the required return for S&P 500 (SPY), forcing expensive stocks to justify significantly more growth or cash flow

10:37 AM

Flour Corporation (FLR)

November 30, 2025

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2 min read

Fluor is being framed as a value trade with identifiable catalysts across multiple multi-year spending cycles. The thesis rests on an improving business mix, clearer revenue visibility from a large backlog, and several project-driven catalysts that could reprice investor expectations if they unfold.

Trade Setup

Ticker FLR

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Flour Corporation (FLR)

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Flour Corporation (FLR)

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