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
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
This year Aerospace stands out as one of the few industry sectors with a positive return other than energy and utilities. For example, the iShares U.S. Aerospace & Defense ETF (ITA), the largest ETF by assets representing the industry, returned 15.2% over the past twelve months in contrast to the -13.6% return posted by … Read more