U.S. equity markets entered the first trading days of the new year on a mixed footing, with weakness concentrated in mega-cap growth and technology while selective strength appeared across small caps, energy, and industrial sectors. Dividend-oriented and defensive exposures also showed relative resilience. The dispersion in sector and factor performance underscores an ongoing rotation theme … Read more
The investment industry is entering the final phase of the death of traditional mutual funds with the redeem-at-distributor-only model. What makes us assert this? At the end of November, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share class within a single fund structure, following the expiration of Vanguard’s … Read more
Weekly Market Recap – Week Ending December 12, 2025 Markets delivered a choppy and highly differentiated week, with performance driven less by broad index direction and more by sector and style dispersion. While several economically sensitive and defensive sectors posted solid gains, technology and growth-oriented exposures lagged meaningfully. This divergence reflects a market that is … Read more
Weekly Market Recap – Week Ending December 05, 2025 Market sentiment steadied this week as major ETFs posted measured, broad-based gains following the volatility of November. Technology again led the advance, with QQQM up 1.34%, while cyclical sectors such as Industrials (XLI) and Technology (XLK) outperformed with strong weekly moves. Defensive pockets, particularly Utilities (XLU) … Read more
Weekly Market Recap – Week Ending November 21, 2025 The week closed with a mixed tone as sector performance varied sharply across the equity landscape. Technology and communication services led the downside, while defensive sectors such as utilities and consumer staples provided modest stability. Meanwhile, select international and emerging-market names delivered strong 30-day momentum, reflecting … Read more
Weekly Market Recap – Week Ending November 14, 2025 The past week saw a clear defensive tilt across major ETFs, with only a handful of pockets showing resilience. Utilities, consumer staples, and select dividend strategies managed modest gains, while growth-heavy benchmarks such as QQQM and technology-sector ETFs slipped more than 2%. At the individual-stock level, … Read more
Weekly Market Recap – Week Ending November 07, 2025 A wave of caution swept through markets in the first week of November, reversing much of the year’s earlier optimism. Technology and growth ETFs, which had powered returns through October, led the declines as heavyweight benchmarks like QQQM (-3.5%) and XLK (-4.6%) sold off sharply. Defensive pockets such as Energy (XLE … Read more
The Consumer Discretionary sector of the Global Industry Classification Standard (GICS) was established in 1999 to represent cyclical industries. It has undergone several significant revisions to reflect the evolution of the global economy, primarily in 2018 and 2023, as business models shifted. All research 5,000+ stocks and 700+ ETFs updated on www.ValuEngine.com When GICS was … Read more
Weekly Market Recap – Week Ending October 17, 2025 U.S. equities ended the week on a resilient note, with broad-based gains across most sectors. The S&P 500 ETF (SPLG) rose modestly ay 0.21%, while the tech-heavy Invesco Nasdaq 100 ETF (QQQM) added 0.31%-extending its strong year-to-date leadership. Notably, defensive and rate-sensative segments led performance this … Read more
Strategists, economists, and all manners of pundits have been somberly telling us since January why market euphoria is misplaced. There has been no shortage of rationales for their bearish forecasts. Tariffs, systemic instability, recession, inflation, ridiculously unprecedented valuations and more have explained why a major correction or potential crash has been inevitable this year. Their … Read more