Perspectives on Rotations Into Value, Small-Cap, Developed and Emerging Markets

After hearing for five years about the valuation bubbles that would cause QQQ and SPY to suffer imminent crashes, net cash flows from major institutions are starting to agree.  Themes of rotation out of large cap US growth stocks and into small cap and/or value stocks and/or international stocks continue to dominate market commentary.  The … Read more

01/26/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending January 23, 2026 Geopolitical uncertainty once again took center stage last week, reshaping global capital flows and reinforcing diversification themes that have been quietly building since late 2025. Concerns around trade tensions, tariff threats, and broader geopolitical friction triggered renewed discussion of a potential “Sell America” trade, pushing investors … Read more