07/13/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending July 10, 2026 Markets remained mixed last week, with sector leadership continuing to rotate beneath a relatively stable broader market. The S&P 500 edged up 0.16%, while the Nasdaq 100 and small caps declined 1.07% and 1.33%, respectively. Energy was the clear standout, surging 5.78%, followed by gains in … Read more

The SPCX IPO and Why the US ETF Marketplace and Its Index Providers Will Never Be the Same

The historic market debut of SpaceX (SPCX) has captivated the investment community, sparking feverish retail enthusiasm and massive institutional demand that led to the largest initial public offering (IPO) in history. Wall Street chatter has heavily focused on the immense liquidity drain required to fund the $75 billion capital raise, with orders scaling over $250 … Read more

06/22/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending Jun 19, 2026 Markets were broadly weaker over the week, with most major ETF categories posting declines despite VE ratings remaining constructive in selected growth areas. Defensive and rate-sensitive segments saw the sharpest pressure, led by Energy, Consumer Staples, Real Estate, Communication Services, and Health Care, while Industrials and … Read more

06/15/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending Jun 12, 2026 U.S. equity markets recovered this week, with gains broadening across most major ETFs and sector benchmarks. The S&P 500 ETF (SPYM) was nearly flat with a modest 0.05% gain, while the NASDAQ 100 ETF (QQQM) rose 0.75% and Small Caps (VB) advanced 2.43%, signaling improved market … Read more

06/08/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending June 05, 2026 U.S. equity markets moved lower this week, with weakness concentrated in growth and technology-linked areas. The NASDAQ 100 ETF (QQQM) declined 5.06%, while the S&P 500 ETF (SPYM) fell 2.78%, pressured by sharp losses in Technology (XLK), Communication Services (XLC), and Consumer Discretionary (XLY). Defensive and … Read more

05/25/2026 ValuEngine Weekly Market Summary & Commentary

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

Marching Through Iran – A First Quarter 2026 Review

The month of March followed the old aphorism nicely from a weather and climate perspective. For most of the country, it went in like a lion with harsh weather conditions while the month ended like a lamb with relatively mild weather.  The stock market, however, was another story altogether.  It came in with hopeful trepidation … Read more

2025 ETF Wrap-Up & What to Expect in 2026

Typically, the first full blog of the year reviews returns of benchmark index ETFs and opines on what prevailed in the past year through five years, then provides analysis that could provide insights into the future for US equities and other asset classes.  This year is no different in that respect. Financial Advisory Services based … Read more

ETF Share Class Approval for Mutual Fund Complexes – A True Game-Changer

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

12/30/2025 ValuEngine Weekly Market Summary & Commentary

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