Weekly Performance Summary Archives - Page 10 of 37

Narrations of a Sector ETF Operator | Once Again, the Consumer is the Pivot

Macro Mondays, Narrations of a Sector ETF Operator / Patrick Torbert / DHI, NKE, TPR, XLY

October 5, 2025 Equities again sit at or near all-time highs on the major indices. A supportive Fed and continued interest in AI concepts have boosted equity prices and Technology shares in the near-term. However, market breadth has narrowed at the stock level despite the advance (chart below). The mega cap. leadership embedded within the […]

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DHI, NKE, TPR, XLY

Performance Summary: Week Ending October 3rd, 2025

Analysis, Analysis, Weekly Performance Summary / Deane Gyllenhaal

COMMENTARY: The S&P 500 advanced 1% for the week ending October 3, 2025, but it was the healthcare sector that stole the show, and clearly ate its protein this week, surging an eye-popping 6.9%. Utilities also brought some spark to portfolios, adding 2.4%. Despite the potential impact of a U.S. government shutdown, investors took the

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Factor Friday: Can High Beta Going Higher?

Factor Friday / Patrick Torbert / BA, BX, CAT, KKR, PLTR, SMCI, SPHB, SPLV

October 3, 2025 Equities continue to push higher as the calendar has flipped to October. The AI trade remains ascendant amidst a backdrop of an easing Fed, moderating rates and continued firm investor risk appetite. It should be no shock then that in 2025, high-beta stocks have strongly outperformed low-volatility names. We go a bit

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BA, BX, CAT, KKR, PLTR, SMCI, SPHB, SPLV

Thematic Thursday: Why No Bid for Commodities?

Analysis, Thematic Thursday / Patrick Torbert / BCOM, GRID, MXCN

October 2, 2025 In 2025, commodity prices have remained subdued despite persistent inflation concerns (chart below), a divergence rooted in slowing global demand, resilient supply, and shifting inflation dynamics. The World Bank projects that aggregate commodity prices will decline by roughly 12% in 2025, followed by another 5% drop in 2026. This weakness is especially

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BCOM, GRID, MXCN

Narrations of a Sector ETF Operator | The Rise of the Machines

Macro Mondays, Narrations of a Sector ETF Operator / Patrick Torbert / AMAT, AMZN, INTC, META, MSFT, MU, NVDA, ONTO, ORCL, PLTR, SYM, TSLA, VRT

September 28, 2025 September 2025 has been dominated by renewed focus on AI and automation, even as markets wrestle with tariff headlines and mixed Fed commentary. As investors contemplate the speculative merits of AI vs. its actual delivered results, we continue to explore the expanding AI econ-system. One thing we’ve noticed is that while many

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AMAT, AMZN, INTC, META, MSFT, MU, NVDA, ONTO, ORCL, PLTR, SYM, TSLA, VRT

Performance Summary: Week Ending September 26th, 2025

Analysis, Analysis, Weekly Performance Summary / Deane Gyllenhaal

COMMENTARY: While the market took a cautious step back, energy stocks lit up the scoreboard and utilities kept the lights on, leaving materials and consumer staples stuck in the back of the bus. The S&P 500 declined by 0.3% for the week, as investor sentiment turned cautious ahead of the Fed’s key inflation data release

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Factor Friday: The Value Trade is About Rates

Factor Friday / Patrick Torbert

September 26, 2025 We’re going to keep it brief this week. Moderating economic data, investor enthusiasm for AI and AI infrastructure plays and a supportive Federal Reserve have kept tailwinds behind Growth stocks. Large/Mega Growth vs. Value The Value trade is likely to continue to struggle while interest rates are trending lower. Since the last

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Thematic Thursday: The Emerging Symbiotic Relationship Between Nuclear Power and AI

Thematic Thursday / Patrick Torbert / AMZN, GOOGL, MR, MSFT, NVDA, OKLO, SMR

September 25, 2025 With the S&P 500 recently pulling back from fresh all-time highs, the motivating narrative of the current long-term bull market remains centered around the potential of AI to revolutionize commerce and life to be more efficient. Optimism and pessimism around that narrative along with more mundane concerns like the actual levels of

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AMZN, GOOGL, MR, MSFT, NVDA, OKLO, SMR

Tactical Tuesday: Why are Commodities Linked Stocks So Weak Despite Inflation Concerns?

Tactical Tuesday / Patrick Torbert

September 23, 2025 In 2025, financial markets have exhibited a striking divergence. Commodity-linked equities, particularly in the Energy and Materials sectors (chart below, top panel), have underperformed the S&P 500 and other major benchmarks despite inflation running above central bank targets. At the same time, global equity markets have rallied, even in the face of

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Narrations of a Sector ETF Operator | The Direction of Interest Rates Remains Pivotal for Equities Moving Forward

Macro Mondays, Narrations of a Sector ETF Operator / Patrick Torbert

September 21, 2025 The past week was dominated by the Federal Reserve’s September policy meeting, which delivered a widely expected 25 bp rate cut and a dovish dot plot signaling another 50 bp of easing by year-end. Chair Powell characterized the move as a “risk management” cut in response to signs of labor market softening,

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