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
Weekly Market Recap – Week Ending February 06, 2026 Market action last week depended heavily on where investors chose to look. Beneath largely unchanged headline index levels, sharp rotations continued across style, size, and geography. Value stocks outperformed growth by a wide margin, while large-cap technology names increasingly served as sources of funds for smaller-cap, … Read more
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
Weekly Market Recap – Week Ending September 5, 2025 The first trading week of September began with volatility but closed more moderately as markets digested economic data and sector-specific news. Technology, small caps, and gold miners stood out as leaders while energy lagged. www.ValuEngine.com as always for access to all of the research on over … Read more
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
Approaching 2023, the experts were in near unanimity that the fourth quarter of 2022 was little more than a dead cat bounce and that once the inevitable recession hit, the bear market would quickly take the S&P 500 Index to new lows. Instead, the first six months have seen the Nasdaq-100 ETF, Invesco QQQ rise … Read more