07/21/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending Jul 17, 2026 U.S. equity markets were mixed this week, with technology-led weakness weighing on the broader benchmarks while select defensive and energy-related areas held up better. The NASDAQ 100 ETF (QQQM) declined 2.30%, and the S&P 500 ETF (SPYM) slipped 0.79%, pressured by a 3.14% drop in Technology … Read more

07/06/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending Jul 02, 2026 U.S. equity markets were mixed over the shortened trading week, with broad index performance modestly positive but sector leadership remaining uneven. The S&P 500 ETF (SPYM) gained 0.56%, while the NASDAQ 100 ETF (QQQM) declined 1.55%, weighed down by continued weakness in Technology (XLK), which fell … Read more

06/29/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending Jun 26, 2026 U.S. equity markets were mixed this week, with weakness in growth and technology offset by strength in defensive and health care sectors. The NASDAQ 100 ETF (QQQM) declined 3.11%, while the S&P 500 ETF (SPYM) slipped 0.88%, pressured by a sharp pullback in Technology (XLK), which … Read more

05/18/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending May 15, 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

04/27/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending April 24, 2026 U.S. equity markets delivered a mixed but constructive performance over the past week, with strength concentrated in technology and growth-oriented sectors while several cyclical and defensive segments lagged. Mega-cap tech and semiconductor-linked names continued to drive momentum, supported by strong investor appetite for AI and innovation … Read more

03/09/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending March 06, 2026 U.S. equity markets continued to experience modest volatility this week as investors balanced geopolitical developments with sector-specific rotations. Defensive sectors and energy-related equities have attracted increasing attention as global tensions and inflation concerns remain elevated. While the broader market has moved sideways, select commodities, defense, and … Read more

03/02/2026 ValuEngine Weekly Market Summary & Commentary

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

02/16/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending February 13, 2026 Volatility continues to define the early weeks of 2026, with markets swinging back and forth in short one-to-two day cycles. While headline indexes have struggled to establish sustained momentum, sector rotation remains active beneath the surface. Investors are increasingly reallocating capital away from extended mega-cap growth … Read more

Perspectives on Rotations Into Value, Small-Cap, Developed and Emerging Markets

After hearing for five years about the valuation bubbles that would cause QQQ and SPY to suffer imminent crashes, net cash flows from major institutions are starting to agree.  Themes of rotation out of large cap US growth stocks and into small cap and/or value stocks and/or international stocks continue to dominate market commentary.  The … Read more

02/09/2026 ValuEngine Weekly Market Summary & Commentary

Weekly Market Recap – Week Ending February 06, 2026 Market action last week depended heavily on where investors chose to look. Beneath largely unchanged headline index levels, sharp rotations continued across style, size, and geography. Value stocks outperformed growth by a wide margin, while large-cap technology names increasingly served as sources of funds for smaller-cap, … Read more