Weekly Market Recap – Week Ending Nov 06, 2026 U.S. equity markets faced broad selling pressure this week, with sharp declines in technology, energy, and growth-oriented sectors weighing on the major benchmarks. The NASDAQ 100 ETF (QQQM) fell 4.97%, while the S&P 500 ETF (SPYM) declined 2.69%, led by steep losses in Energy (XLE), which … Read more
We have been fortunate enough to have had excellent timing with our forecasts in this space four times earlier this year and pointed that out each time. In all humility, we must point out that last week’s headline asking whether it was time for undervalued tech stocks to shine. This could not have been timed … Read more
Despite a robust Q3 earnings reporting season characterized by widespread positive surprises, technology stocks have been aggressively beaten down as investors focus heavily on soaring capital expenditure and slowing monetization timelines. The selling pressure intensified as an after-effect of the negative Wall Street reaction to Elon Musk’s high-theatrics flying car Tesla Roadster demonstration, which stoked … Read more
Weekly Market Recap – Week Ending Oct 09, 2026 U.S. equity markets were mixed this week, with broader gains across value, defensive, and cyclical sectors offset by weakness in technology and the NASDAQ 100. The S&P 500 ETF (SPYM) gained 0.99%, while the NASDAQ 100 ETF (QQQM) declined 0.52%, pressured by a 1.86% pullback in … Read more
Weekly Market Recap – Week Ending Oct 02, 2026 U.S. equity markets were mixed this week, with gains in technology-related areas offset by weakness across several broader market and defensive sectors. The NASDAQ 100 ETF (QQQM) rose 0.70%, supported by a 1.80% gain in Technology (XLK), while the S&P 500 ETF (SPYM) slipped 0.22%. Energy … Read more
Strategy Note September 21, 2026 As the US stock market continues to endure September stagnation, we focus on a risk factor few strategists have talked about among headline-grabbing events. Over the first nine months of 2026, we have witnessed a fascinating macro paradox: a surging US stock market decoupling completely from the bond market. The … Read more