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Core Insights - The U.S. stock market is performing better than expected, with the S&P 500 increasing by 13.3% year-to-date, defying bearish expectations [1] Group 1: Market Performance - The S&P 500 index has shown a significant increase of 13.3% in the current financial year [1] Group 2: Analyst Background - The analyst has a long-term, contrarian approach to equities investing and has experience as a Tech analyst, now also covering Commodities and Energy sectors [1]