Sector Investors News and Insights

Weekly Performance Summary

Narrations of a Sector ETF Operator | Fed Easing A Tailwind to Value In the Early Going

September 1, 2025 Last week, we detailed the emergence of the Fed as a key player in the 2nd half of the year after Powell signaled intent to lower rates.  The stated goal is to support the softening employment picture.  Tariffs have added some cost pressure which factored into the Fed’s decision but haven’t registered […]

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Performance Summary: Week Ending August 29th, 2025

COMMENTARY: The S&P 500’s modest 0.1% weekly drop conceals a dynamic tug-of-war: steady inflation and growing Fed easing hopes buoyed sentiment, while tech-sector wobbliness and tariff pressures pressured equities lower. Yet, the broader market held strong, powered by defensive sectors and wide investor participation, culminating in a rare fourth straight monthly gain for August. Energy

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Thematic Thursday: Cyber Security Stocks at a Bearish Pivot

August 28, 2025 As investor continue to digest NVDA’s earnings report and position for the next leg of the AI trade, we wanted to call out some emerging near-term weakness in another key Technology theme in our column today.  Cyber Security stocks and thematic funds have been retracing their YTD gains over the past 2-months,

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Narrations of a Sector ETF Operator | The Fed has Entered the Chat

August 24, 2025 On Friday, we talked about the retracement of Growth shares playing out over the near-term and concluded with the point that the Fed would play a pivotal role in the 2nd half of the year.  We only needed to wait hours for Powell’s Jackson Hole speech to move the markets.  This time,

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Performance Summary: Week Ending August 22nd, 2025

COMMENTARY: The S&P 500 surged 1.5% on Friday alone, nearly offsetting midweek losses and finishing up 0.27%. Due to Friday’s Jackson Hole speech by Fed chairman Powell, the markets raised the probability of a rate cut to nearly 90–91% for the Fed’s September. That, combined with solid economic activity and broad-based sector gains, translated into

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Tactical Tuesday Report: Asset Managers Firming Domestically, Strong Globally

August 19, 2025 Low vol. stocks have lagged since equities have put in their low in early April of 2025.  While we can see from our sector performance chart (below) that this has affected the performance of traditional low vol. sectors in a negative way, it has also had a deleterious impact on the Financial

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Performance Summary: Week Ending August 15th, 2025

COMMENTARY: Overall, the S&P500’s weekly gain of 0.94% reflected a balancing act between strong corporate earnings, mixed inflation data, stabilizing consumer indicators, evolving Fed policy expectations, and sector-specific moves tied to trade and regulation. Resilience from “dip buyers” amid pockets of caution further contributed to the index’s strength. Health Care was the top performing sector

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Narrations of a Sector ETF Operator | The Berkshire Backstop

August 17, 2025 In last week’s missive, we noted the narrowing breadth of the bull market as the number of S&P 500 constituents trading above their 200-day moving average remains below 60% which is a lackluster reading with the Index recording several all-time high closes since the beginning of July. We’ve also noted that since

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