09/22/2025 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending September 19, 2025 Markets continued their positive momentum last week with leadership once again coming from technology and growth-oriented ETFs, alongside select strength in emerging markets and AI-linked equities. Free Trial: Research on over 5,000 stocks and 700 ETFs HERE In the below table we use major ETF’s as a … Read more

Gold Continues to Outshine Equites

This fact may surprise quite a few investors. During the period from January 1, 2000, through August 31, 2025, gold bullion delivered significantly higher returns than the S&P 500. Throw in last week where the S&P 500 Index rose 0.3% compared to 4% for GLD, the most-traded gold ETF, and gold’s outperformance widens further. However, … Read more

09/02/2025 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending August 29, 2025 Markets ended the week on a mixed note, with sector ETFs largely stable but with notable strength in Energy, Financials, and Small Caps. On the stock side, technology and select growth names posted outsized gains over the past 30 days, highlighting continued investor appetite for innovation-driven … Read more

Pinpointing Targets in the Financial Sector

The Finance Sector is ranked as #3 among the 15 we cover for year-ahead returns by the ValuEngine forecast model.  Finance sector stocks and ETFs along with the previously profiled utilities sector are generally perceived as stodgy stocks that are most commonly bought by older investors for dividend yield.  However, that has not been true … Read more

08/25/2025 ValuEngine Weekly Market Summary & Commentary

Weekly Market Summary – Week Ending Aug 22, 2025 U.S. equities continued to show signs of rotation last week as small caps and value funds outperformed large-cap growth and technology ETFs. Market caution remains high with September approaching, historically the weakest month for equities. In the below table we use major ETF’s as a proxy … Read more

Is It Too Late to Buy Technology?

Our quick answer from a quantitative perspective is no.  Of the 15 Sectors covered in reports by ValuEngine, the Technology sector ranks fourth in expected 12-month price return according to our forecast model.  Our sector ratings are equally weighted indicating that this broad sector has strongly rated stocks throughout the market cap spectrum and beyond … Read more

2025 First Half Review With a Twist

The twist is that iShares ETFs are used throughout this analysis.  This way we can analyze the first half of the year while also reviewing iShares unique history along with their strengths and weaknesses for investors in the context of today’s ETF marketplace.  This article also relies heavily on the nomenclature system of ETFdb.com, a … Read more

Israel Takes on Iran – Is It Time for Defense Stocks and ETFs?

The S&P 500 Index had been up nearly 1 percent after the first four days of trading this week.  Israel’s attacks on strategic targets in Iran followed by Iran’s counterattack changed the narrative as the selloff Friday wiped out those gains sufficiently to throw that benchmark into negative territory for the week.  It can be … Read more

Earnings Capture Using AI for Forensic Accounting of Footnotes

The markets have soared in the past two weeks with word of tariff relief.  It was accompanied by reduced concern about a potential recession and greater confidence in US corporate earnings engines. Adding to this optimism is that corporate administrative costs in dealing with regulatory red tape and fears of SEC fines have been relegated … Read more

Back to Investing Basics – Managing Costs

The first 100 days of Trump 2.0 have been anything but “business as usual.”  During the past several weeks with tariff wars and Administration policy changes taking center stage, huge volatility swings in both directions have greatly disturbed many investors.  Seemingly, there has seldom been a better time to be a volatility trader. All 5,200+ … Read more