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Weekly Performance Summary

Thematic Thursday: Internet ETF’s Showing Early Signs of Recovery

Thematic Thursday / / , ,

April 24, 2025 US equities have had a good week on optimism around trade war reconciliation.  Positive catalysts included acknowledgement that escalating tariffs on China would be “unsustainable” by Treasury Secretary Bessent.  News that US/Japan talks shows progress and reports that lowering tariffs on China were in consideration.  These developments surfaced as earnings season struck […]

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Tactical Tuesday Report: Technical levels for Potential Bullish Reversal in the S&P 500

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April 22, 2025 The S&P 500 has pivoted off a significant long-term support level at 4818 which marked the top of the post-pandemic advance for equities (chart below).  Price has traded up to the bottom March’s trading range which encompassed 5504 to 5786.  We think that zone is the “neckline” for a potential top in

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ETFsector.com Weekly Performance Summary

Analysis, Weekly Performance Summary / / , , , , , , ,

April 18, 2025 The Energy and Real estate sector had a strong week, both up over 5%. The S&P500 Index had a positive showing last week +0.28% yet is still down over 10% YTD. The three sectors in the red this week were Communications, Technology and Consumer Discretionary. Consumer Staples and Utilities are both positive

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Narrations of a Sector ETF Operator | Growth vs. Value A Key Signal for Sector Leadership Moving Forward

Macro Mondays, Narrations of a Sector ETF Operator /

April 20, 2025 S&P 500 price action continues to consolidate after putting in a potential floor at the 4818 level (chart below).  4818 was very near the S&P 500’s 2022 price high which marked the peak of the post-pandemic, stimulus-fueled bull market.  We also note the symmetry of the 27% peak-to-trough decline in 2022 and

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Thematic Thursday: Infrastructure Stocks Outperform as Value Themes Emerge in 2025

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April 17, 2025 US equities are in risk-off mode.   Last week’s rally on the first round of conciliatory developments between the US and ex-China trading partners has dissipated as investors shift to discounting the US/China trade conflict.  Restrictions on semiconductor exports have already crimped NVDA and TSMC while continued selling in Mag7 shares has been

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Narrations of a Sector ETF Operator | The Market has Drawn its Trade War Battle Lines

Macro Mondays, Narrations of a Sector ETF Operator /

April 13, 2025 Equities continue to swing on developments around global trade policy.  This past week saw the Trump Administration take its first steps towards outlining parameters for compliance with its policy goals.  Concessions around computers and Smart phones, rollbacks of higher rates for countries that have offered to cooperate and very high rates for

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Tactical Tuesday Report: Some Signs of Positive Divergence Beneath the Surface

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April 8, 2025 The S&P 500 has now retraced the entirety of current cycle gains above the S&P 500’s 2022 price high (chart below).  As we noted in our weekly piece, the current level represents a 50% retracement of the entire bull market move from the trough in October 2022 through the peak in January

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Narrations of a Sector ETF Operator | Looking for Sign Posts on the Road Ahead

Analysis, Macro Mondays, Narrations of a Sector ETF Operator /

April 7, 2025 Anyone else already tired of the word “tariff”?  Tariffs have been slapped on trading partners, residual tariffs are coming back our way.  If one puts on one’s bowtie and reads from the economic textbook, this is a bad setup.  Tariffs are inflationary to the extent that they raise prices, but more precisely

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© 2025 ETF Sector

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