Weekly Performance Summary Archives - Page 8 of 37

Crypto Market Outlook: Old Leaders Meet a New Generation of Crypto Stocks

Analysis, Thematic Thursday / Patrick Torbert

November 6, 2025 Cryptocurrencies are again at a crossroads — neither in the frenzy of 2021 nor the despair of 2022, but somewhere in between. The tone across digital-asset markets has shifted toward cautious optimism, as investors weigh institutional adoption, new technology cycles, and the next wave of public-market crypto plays against lingering macro and […]

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Why Investors Are Getting Nervous About a U.S. Equity Market Correction

Tactical Tuesday / Patrick Torbert

November 4, 2025 After a relentless rally fueled by artificial intelligence enthusiasm, resilient corporate earnings, and a dovish monetary narrative, the mood across Wall Street has shifted toward unease. In the past week, several top banking executives, including Goldman Sachs CEO David Solomon and Morgan Stanley CEO Ted Pick, have warned that the U.S. equity

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Tech’s High-Wire Moment

Macro Mondays, Narrations of a Sector ETF Operator, XLK Technology / Patrick Torbert / AVGO, MU, NFLX, NVDA, PLTR, SMCI, TSMC, VGT, XLK

November 2, 2025 As the S&P 500 enters another pivotal earnings season, one sector holds the market’s fate in its hands: Technology. The Technology Select Sector SPDR (XLK)—up roughly 32% year-to-date and accounting for more than 32% of the S&P 500’s total market capitalization—has been the engine of U.S. equity performance. Yet as the earnings

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AVGO, MU, NFLX, NVDA, PLTR, SMCI, TSMC, VGT, XLK

Performance Summary: Week Ending October 31st, 2025

Analysis, Analysis, Weekly Performance Summary / Deane Gyllenhaal

COMMENTARY: In a broader continuation of the rally: the S&P500 index closed October with its sixth straight monthly gain and reached another new all‐time high. Strong corporate earnings, especially tech Mega‐cap names delivered standout results, as they reported much better‐than‐expected profit and cloud growth. Tech and AI‐related companies are continuing to benefit from heightened investment

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Thematic Thursday: Alone at the Top, Why the Technology Sector Keeps Outperforming

Thematic Thursday / Patrick Torbert

October 30, 2024 The technology sector has once again pulled ahead of the market. Over the past three months, the S&P 500 Information Technology Index has gained nearly 7 %, while every other major GICS sector has either been flat or negative, according to data from S&P Dow Jones Indices. That divergence reflects a familiar

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A Note on Municipal Bonds: Can New York’s Ambitions Outrun Its Balance Sheet?

Tactical Tuesday / Patrick Torbert

October 28, 2025 Falling interest rates and restrained inflation have been a key context supporting the current equity bull market. A supportive Fed has guided rates lower in the absence of new inflation drivers which has been a boon to asset prices. Given our focus on potential interest rate risk, we wanted to talk about

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Performance Summary: Week Ending October 24th, 2025

Analysis, Analysis, Weekly Performance Summary / Deane Gyllenhaal

COMMENTARY: This week’s S&P 500 rally (+1.9%) was driven by a robust start to the Q3 Earnings Season: so far 29% of S&P 500 companies had reported earnings, with a higher-than-average percentage beating analysts’ expectation. Both the magnitude of earnings surprises and the rate of positive surprises exceeded 10-year averages. The index marked its ninth

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Factor Friday: Risk Appetite Showing Cracks

Factor Friday / Patrick Torbert

October 24, 2025 The AI investment trend remains the dominant motif in the longer-term bull market that started in 2023. How long it lasts and whether it brings the promised efficiency and prosperity that bullish speculation implies is one of the key questions for every investor with longer-term time horizons. AI has been a difficult

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Thematic Thursday: Putting Thematic ETFs in a Risk on/Risk off Context

Thematic Thursday / Patrick Torbert / ARKX, BITQ, BKCH, BLOK, BOTZ, BRRR, BUG, CIBR, CLOU, CRPT, IBLC, ICLN, IGF, PAVE, TAN, UFO

October 23, 2025 Thematic investing has become a defining feature of modern portfolio construction. Rather than simply owning sectors, investors are targeting structural trends — from artificial intelligence and renewable energy to cybersecurity and space exploration — seeking asymmetric returns tied to long-term technological or policy shifts. Yet beneath the narratives, these themes differ sharply

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ARKX, BITQ, BKCH, BLOK, BOTZ, BRRR, BUG, CIBR, CLOU, CRPT, IBLC, ICLN, IGF, PAVE, TAN, UFO

Narrations of a Sector ETF Operator | FOMO vs. “Oh No!”

Macro Mondays / Patrick Torbert

October 19, 2025 Last week we got our first inklings of potential problems underneath the surface within the banking sector in 2025. Equities have faced some corrective price action in the past week and risks around trade, credit and government funding are starting to claim more attention. We wanted to use our weekly letter to

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