Weekly Market Recap – Week Ending October 24, 2025 Tech led the week, with XLK +1.87% and QQQM +0.90%, while defensives lagged (XLP –0.72%, XLU -0.16%). Energy firmed (XLE +1.36%) and small-caps inched up (VB +0.82%). Over 30 days, AMD, SNDK, and ASTS headline U.S. gainers, while HSGNY tops ADRs. Free Trial: Research on over 5,000 stocks and 700 ETFs HERE In the below table we … 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
Weekly Market Recap – Week Ending September 26, 2025 The markets are in the process closing out the month September on a stronger note than its reputation would suggest, with gains across most major equity indexes and sector ETFs. Energy and utilities outperformed as defensive sectors found strength, while technology and growth pulled back modestly. … Read more
Weekly Market Summary – Week Ending Aug 22, 2025 U.S. equities continued to show signs of rotation last week as small caps and value funds outperformed large-cap growth and technology ETFs. Market caution remains high with September approaching, historically the weakest month for equities. In the below table we use major ETF’s as a proxy … Read more
The Russell US Indexes are designed to reflect the ever-changing US equity market, and the annual reconstitution process is critical to maintaining accurate representation. The Russell Indexes differ from other major US stock market indexes in a variety of ways. Russell was also the first index family to use float-adjusted market capitalization, using only shares … Read more
Farewell and thank you to 2023 which exceeded almost everybody’s expectations after a dismal 2022 and predictions of a dire recession. This blog was more positive than most, projecting a 5% to 10% gain for the S&P 500 vs. the actual price gain of 23.9%. Now it’s on to 2024. Let’s start with our quarterly … Read more
Despite all the negative-to-flat market expectations from Wall Street specialists and other pundits that frequent CNBC for 2023, the recession they feared did not manifest itself, soft landing or otherwise. The economy continued to be strong enough to avoid negative GDP growth. S&P 500 Index ETFs, including SPLG, continue to outperform other broad-based benchmark ETFs … Read more
The third quarter of 2023 is now history. The September effect overwhelmed mildly positive returns in July and August to submerge all six benchmark indexes we monitor quarterly into the red. Although the order of best to worst varies among the six indexes, one commonality is having September as the worst historical month, both in … 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
In January, we published “Rotating Regimes – What to Plan For in 2023.” At that time, we recounted that the 2022 US Stock Market was a conflagration that wiped out almost everything in its path with the exception of a few industries and ETFs. At that time, we reported that two Benchmark ETFs we track, … Read more