Weekly Market Recap – Week Ending January 30, 2026 Equity markets finished the week with a mixed tone as leadership continued to rotate across sectors and styles. While large-cap growth and technology-oriented exposures showed modest weakness, select income and defensive segments posted gains, underscoring an environment driven more by rotation than broad market momentum. Energy … Read more
Conversations about Trump’s tariffs, despite two of them being placed on hold for now, continue to dominate market discussions. Although it could be different this time, historically these announcements cause volatility in the short run. But by about the time they become reality, if not before, their effects are absorbed by the market with barely … Read more
The “Magnificent Seven” has now replaced “FAMANGs” as the nickname for current market leadership. It is also a somewhat deridingly used term for the “overpriced” stocks hated by value managers. Holdovers include Apple, Amazon, Microsoft and Google. Gone is Netflix. New are Nvidia and Tesla while Facebook had a facelift to be renamed Meta. As … Read more