Today, ETFs dominate conversations between financial advisors and their clients to a much greater extent than traditional mutual funds or individual stocks and bonds. That certainly was not true at the end of the 20th century. At its core an ETF (exchange-traded fund) is merely a mutual fund or trust that issues shares that trade … Read more
Weekly Market Recap – Week Ending August 14, 2026 U.S. equity markets advanced this week, with gains spread across most major ETFs and sector benchmarks. Energy (XLE) led the group with a strong 7.67% gain, while Dividend Equity (SCHD), Utilities (XLU), Communication Services (XLC), Consumer Staples (XLP), Technology (XLK), Small Caps (VB), and Health Care … 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
Weekly Market Recap – Week Ending February 27, 2026 Markets closed the week with measured gains across major equity ETFs, even as geopolitical tensions escalated and volatility expectations rose sharply. Broad-based funds such as QQQM (+0.97%), SPYM (+0.59%), and VB (+0.94%) advanced modestly, while sector performance was more pronounced in Communication Services (XLC +2.33%) and … 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
December 29 – Santa Rally Continues but Gold Still Rules Happy Holidays from everyone at ValuEngine! Due to the holidays and vacation schedules this week’s Market Summary and Commentary will be brief and missing the ETF and stock performance tables. All will resume as normal next week. Here is the strategy note for this week: … Read more
Weekly Market Recap – Week Ending November 28, 2025 Market action during Thanksgiving week delivered a broad-based rebound across U.S. equities. Nearly every ETF in our coverage list finished higher, led by strong gains in small caps (VB +3.64%), consumer discretionary (XLY +3.48%), and materials (XLB +3.33%). Large-cap growth also participated, with QQQM rising 2.31% … 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