Top of Mind
How many GS people should each intern candidate meet with max?
3
S&P excluding AI-related companies returned approximately what percentage YTD, the same as the return for the S&P500 overall?
12%
Which month was the worst month of muni bond performance since the GFC?
September
Name 2 hyperscalers
Amazon, Google, Meta, Microsoft, Oracle
Who’s birthday in the office was on Halloween?
Katie Rand
What's the November verbal dexterity meeting topic?
Year End Planning: Tax, Estate and Charitable considerations
The share of S&P 500 companies with growing earnings is above/below/the same as its historical median?
above (Q3 2026, consensus expects ~25% of companies in S&P500 to decline YoY with the remaining 75% expected to grow; median share of companies with positive YoY earnings growth has been 65% since GFC)
What are GIR and ISG's EOY 10yr UST yield predictions?
ISG: 4.5%-5% and GIR: 4.75%
How much is the AI thematic basket portfolio down QTD?
12%
Which analyst prefers drinking his coffee out of mason jars?
Matt Miller
What national event is happening today?
Midterm elections
This stock semiconductor stock fell 7.5% yesterday ahead of its earnings release today after the close?
Advanced Micro Devices (AMD)
The combination of which factors led to high yields in the muni market in September
Judge’s discretion
Which 2 companies have formed independent boards to evaluate a potential merger?
Tesla & SpaceX
Which FA crushed the NYC marathon Sunday?
Merritt McCaleb
Is the senate or house majority result more uncertain today according to GIR?
Senate
What is the only sector with negative headline earnings growth so far this year?
Health Care (entirely due to one-time in-process research and development charges)
Which tax-loss harvesting fixed income approach minimizes the impact of cash drag?
Ongoing TLH (as opposed to one-time TLH)
Which 2 mag 7 stocks are currently on GIR’s conviction list?
AMZN & MSFT
Which analyst now WMP is working in the Dallas office this Thursday and Friday?
Elana Frank
What is one foreign bank that is meeting this week?
UK, Australia, Sweden, Norway, Brazil, Mexico, Poland, Czech Republic, and Malaysia
What percentage of S&P 500 have beaten Q3 EPS expectations by more than one standard deviation?
60%
How many voting fed funds rate meetings did Warsh say FOMC will have starting in fall 2027?
7 (decrease from 8)
** DOUBLE JEOPARDY **
What does GPU stand for?
Graphics Processing Unit
How many SWR WMAs and COE WMAs sit in the Dallas office?
2 SWR (Ava and Joannes) and 6 COE (Avery, Bethanny, Griffin, Justine, Mateo, Simon)