Weekly Market Recap – Week Ending Jul 31, 2026 Markets posted a modestly positive week, with the broad S&P 500 and Nasdaq-100 ETFs gaining 1.05% and 0.87%, respectively, while small caps slipped 0.59%. Leadership was concentrated in Consumer Discretionary, which surged 4.74%, followed by Energy at 2.04%, whereas Utilities, Materials, Industrials and Real Estate recorded … Read more
Weekly Market Recap – Week Ending Jun 19, 2026 Markets were broadly weaker over the week, with most major ETF categories posting declines despite VE ratings remaining constructive in selected growth areas. Defensive and rate-sensitive segments saw the sharpest pressure, led by Energy, Consumer Staples, Real Estate, Communication Services, and Health Care, while Industrials and … Read more
Weekly Market Recap – Week Ending May 15, 2026 U.S. equity markets were mixed this week, with broader ETF performance showing limited movement across the major benchmarks and sectors. The NASDAQ 100 ETF (QQQM) slipped modestly, while the S&P 500 ETF (SPYM) was nearly flat, indicating a pause in broader market momentum. Sector performance was … Read more
Modern portfolio construction is evolving beyond traditional mutual funds, with 62% of ETF investors now envisioning portfolios composed entirely of exchange-traded vehicles. This shift allows for greater transparency, lower costs, and more precise tactical control. By combining individual stocks for alpha generation with ETFs for broad beta exposure, advisors can build highly customized strategic and … Read more
Weekly Market Recap – Week Ending May 08, 2026 U.S. equity markets continued to move higher this week, led by strong momentum in growth and technology-linked segments. The Nasdaq 100 ETF (QQQM) gained 5.69%, while the Technology Select Sector SPDR ETF (XLK) rose 8.31%, reflecting renewed investor appetite for high-growth and semiconductor-related names. Broader market … Read more
Weekly Market Recap – Week Ending April 10, 2026 U.S. equity markets continued to show constructive momentum this week, with broad-based gains across major ETFs led by strength in technology and industrial sectors. Growth-oriented funds such as the NASDAQ 100 ETF (QQQM) and Technology Select Sector SPDR (XLK) posted solid advances, while the industrial sector … Read more
Weekly Market Recap – Week Ending April 02, 2026 U.S. equity markets continued their upward momentum over the past week, with broad-based gains across major sectors led by technology, industrials, and small-cap stocks. Growth-oriented ETFs, such as the NASDAQ 100 and Technology Select Sector, stood out with strong advances that reflect renewed investor confidence in … Read more
Weekly Market Recap – Week Ending March 20, 2026 Markets experienced broad-based weakness this week, with most major ETFs and sector benchmarks declining as investor sentiment remained pressured by persistent inflation concerns and heightened geopolitical uncertainty. Growth-oriented indices such as the Invesco NASDAQ 100 ETF and broader market proxies like the State Street SPDR Portfolio … Read more
Weekly Market Recap – Week Ending March 13, 2026 U.S. equity markets experienced broad-based weakness this week as investors remained cautious amid ongoing macroeconomic uncertainty and continued sector rotation. Most major equity benchmarks declined, with technology, industrial, and consumer discretionary sectors leading the pullback. Despite the broader market softness, the energy sector showed relative strength, … Read more
The past 10 months has been characterized by rotation from dominance by the “Magnificent Seven” mega-cap tech companies to almost everything that had been beaten down prior to these market rotation trends. As documented in these blogs and our weekly market and strategy updates, the period from July 1, 2025 through January 24, 2026 were … Read more