Strategists, economists, and all manners of pundits have been somberly telling us since January why market euphoria is misplaced. There has been no shortage of rationales for their bearish forecasts. Tariffs, systemic instability, recession, inflation, ridiculously unprecedented valuations and more have explained why a major correction or potential crash has been inevitable this year. Their … Read more
Weekly Market Recap – Week Ending September 26, 2025 The markets are in the process closing out the month September on a stronger note than its reputation would suggest, with gains across most major equity indexes and sector ETFs. Energy and utilities outperformed as defensive sectors found strength, while technology and growth pulled back modestly. … Read more
Weekly Market Summary – Week Ending Aug 22, 2025 U.S. equities continued to show signs of rotation last week as small caps and value funds outperformed large-cap growth and technology ETFs. Market caution remains high with September approaching, historically the weakest month for equities. In the below table we use major ETF’s as a proxy … Read more
Despite expectations for weak-to-negative returns in 2024 because of an anticipated recession that never happened, 2024 has been a very strong year for the market and its major benchmark ETFs. The S&P 500 has been in a relentless uptrend since rebounding from the lows of the bear market of 2022. The Nasdaq-100 has been even … Read more