COMMENTARY: The S&P 500 declined 0.61% for the week ending July 24, 2026, as investors took a more cautious approach following several weeks of strong gains. While second-quarter earnings generally continued to come in ahead of expectations, markets became more selective in rewarding results, particularly among large-cap growth companies. Economic data painted a mixed picture, […]
Weekly Performance Summary: July 24th, 2026 Read More »
Thematic ETF flows show investors buying hard AI infrastructure, dividend quality and geopolitical hedges while cutting software, generic AI, travel and housing. The biggest rotation is not out of AI, but away from narratives toward chips, power and cash flow.
COMMENTARY: For the week ending July 17, 2026, the S&P 500 declined 1.55% as investors took a more cautious approach following several weeks of strong gains. Markets weighed a combination of mixed corporate earnings, evolving expectations for Federal Reserve policy, and renewed concerns about inflation after economic data suggested price pressures remain more persistent than
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COMMENTARY: U.S. equities continued their upward momentum during the week ending July 10, with the S&P 500 advancing 1.23%. Investors were encouraged by another round of resilient economic data, including continued strength in the labor market and signs that inflation remains on a gradual path toward the Federal Reserve’s long-term target. Market sentiment also benefited
Weekly Performance Summary: July 10th, 2026 Read More »
COMMANTARY: The S&P 500 advanced 1.76% during the shortened trading week, extending its recent rally as investors celebrated another round of encouraging economic data ahead of the Fourth of July holiday. Much like the fireworks that light up Independence Day, markets were fueled by renewed optimism surrounding resilient economic growth, moderating inflation, and increasing expectations
Weekly Performance Summary: July 3rd, 2026 Read More »
Sector flows show investors are discounting a firmer cycle, not a recession, with support for Industrials, banks, REITs, Health Care and AI hardware. Energy, commodity hedges, software and China internet look more vulnerable as oil falls and positioning resets globally
COMMENTARY: The S&P 500 declined 1.95% for the week ending June 26, 2026, as investors balanced encouraging economic data against renewed concerns over valuations in several of the market’s largest technology companies. Markets were influenced by continued expectations that inflation is gradually moderating, while investors also evaluated Federal Reserve commentary for clues on the timing
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Meta is not an AI failure story; it is an AI pricing-discipline case study. Revenue and ad performance remain strong, but capex is rising faster than operating income, forcing investors to decide whether AI monetization can outrun infrastructure intensity.
The AI Capex Dilemma: META as a case study on AI Spending vs. Monetization Read More »
COMMENTARY: The S&P 500 advanced 0.93% for the week ending June 19, 2026, as investors navigated a mix of economic data, central bank commentary, and geopolitical developments. Market sentiment was supported by continued optimism surrounding artificial intelligence-related investment spending, resilient corporate earnings expectations, and signs that the U.S. economy remains on stable footing despite ongoing
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International equity leadership is splitting between AI supply-chain winners and non-AI diversifiers. Taiwan, South Korea, Japan and the Netherlands remain key AI transmission channels, while Canada, the UK, Switzerland, Chile, Peru and UAE offer broader macro, commodity and defensive exposure
World-Wide Wednesday: AI Leadership, Energy Relief and the Return of Country Selection Read More »
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