The current economic doldrums have most investors concerned about a potential market downturn. The bottom line concern many economists and consultants have expressed lately is stagflation, the dreaded combination of flat economic growth with inflation that gets higher and higher indefinitely. We may be approaching a time where that concern becomes so widely held that … Read more
Weekly Market Recap – Week Ending May 22, 2026 U.S. equity markets were mixed this week, with broader ETF performance showing limited movement across the major benchmarks and sectors. The NASDAQ 100 ETF (QQQM) slipped modestly, while the S&P 500 ETF (SPYM) was nearly flat, indicating a pause in broader market momentum. Sector performance was … Read more
The past 10 months has been characterized by rotation from dominance by the “Magnificent Seven” mega-cap tech companies to almost everything that had been beaten down prior to these market rotation trends. As documented in these blogs and our weekly market and strategy updates, the period from July 1, 2025 through January 24, 2026 were … Read more