Weekly Performance Summary Archives - Page 16 of 37

Factor Friday: Macro Backdrop is Favorable for Equities, Investor Risk Appetite is High

June 27, 2025 Equities are a few bps shy of all-time highs as June comes to a close. Inputs to our models are supportive of a continued bull trend for equities at present. Oil prices collapsed last week, and the Energy Sector coughed up month-to-date gains. This has taken pressure off of interest rates (chart […]

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Worldwide Wednesday: Are ex-US Equities Just a Safety Trade?

Worldwide Wednesday / Patrick Torbert / BABA, BARC, RHM, TENCENT

June 25, 2025 Ex-US equities outperformed the MSCI All Country World Index (ACWI) by >10% from December 2024 through early April 2025. During that same period (chart below, top panel), US equities lagged ACWI by 4% outlining a clear haven rotation to ex-US shares while equities remained under pressure from trade related anxieties. Two and

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BABA, BARC, RHM, TENCENT

Narrations of a Sector ETF Operator | The Waiting is the Hardest Part

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

June 22, 2025 The S&P 500 has been consolidating for two weeks. Prices remain above our neckline of 5786 (chart below) which keeps the most aggressive upside scenarios on the table from a technical perspective. 5504 remains our accumulation point on any deeper drawdown. While investors look for resolution from the S&P 500’s near-term consolidation,

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MAGS, SOX

Performance Summary: Week Ending June 20th, 2025

Analysis, Analysis, Weekly Performance Summary / Deane Gyllenhaal

COMMENTARY: The S&P 500’s minor decline of 15 basis points was driven by a combination of geopolitical risk, shifting Fed rate expectations, and sector-specific developments—most notably, a selloff in chipmakers and weakness in healthcare. Financials and Energy were the most supportive sectors, while Healthcare and Materials weighed on overall performance. The Fed kept rates steady

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Factor Friday: Commodities Prices Rising, but Growth vs. Value Remains at Equilibrium Near Term

Factor Friday / Patrick Torbert

June 20, 2025 Potential US involvement in the latest Israel/Iran conflict has seized headlines. The S&P 500’s reflationary advance has paused and commodities prices, led by crude (charts below) have sparked Energy Sector outperformance. WTI Crude (NYMEX) Bloomberg commodities Index While Energy shares have hooked higher with crude, Technology shares have continued to lead US

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Tactical Tuesday Report: The Tech Sector, Turning into a Stock Picking Exercise

Tactical Tuesday / Patrick Torbert / AAPL, ADBE, CRM, MSFT, ORCL, SOX, XLK

June 17, 2025 US Equities have formed a clear bullish reversal off the April lows and the S&P 500 sits within a few percentage points of all-time highs. However, we are noting a more discerning investor. When the bull trend for equities got underway in 2023, upside leadership was characterized by industry level leadership cohorts.

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AAPL, ADBE, CRM, MSFT, ORCL, SOX, XLK

Narrations of a Sector ETF Operator | Rising Geo-Political Tensions a Test for the Bull Case

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

June 15, 2025 Escalations in the Middle East on the heels of a bout of global trade realignment sets up a scenario straight out of an economics case study. Oil prices have risen (albeit from lows of the cycle, while equities in the very near-term have sold off along with US Treasuries at the long

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NVDA, TRGP, TSMC

Performance Summary: Week Ending June 13th, 2025

Analysis, Analysis, Weekly Performance Summary / Deane Gyllenhaal

COMMENTARY: The S&P 500’s 0.4% weekly decline was primarily driven by escalating Middle East tensions and the resulting surge in oil prices, which raised concerns about inflation and global economic stability. Sector-specific news and ongoing uncertainty about Federal Reserve also contributed to the market’s cautious tone. Six of the sectors outperformed the broader S&P500 while

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Factor Friday: Growth vs. Value Back at Par for 2025, Where Do We Go From Here?

Factor Friday / Patrick Torbert

June 13, 2025 S&P 500 futures are lower this morning on emerging geo/political tensions. With the index price just shy of all-time highs, we are at a point in the equity bullish reversal where some consolidation is expected. Our S&P 500 price chart (below) shows 5786 and 5504 as key support levels. If consolidation occurs

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Thematic Thursday: Herding into Crypto is a Potential Double-Edged Sword

Thematic Thursday / Patrick Torbert

June 12, 2025 The Crypto trade is heating up with recent news that companies are taking a page out of the MSTR playbook and adding Crypto to their balance sheets. This is being called a “bitcoin treasury strategy,” buying digital assets like bitcoin, ether, and solana in hopes of boosting their stock prices. Roughly 60

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