Investment Management

WEEKLY MARKET BRIEF Week ended October 9, 2026   |   Published October 11, 2026 Source: AP market close Key Takeaways Last Week Large caps reached all-time highs, but the week was defensive. The S&P 500 gained +1.2%, the + 0.9% and the Nasdaq +0.6%, while the Russell 2000 fell -0.9%. Utilities,…

WEEKLY MARKET BRIEF Week ended October 2, 2026 | Published October 4, 2026 Source: Seeking Alpha Key Takeaways Last Week Friday’s weak jobs report changed the rate message. The S&P 500 slipped -0.3% and the Dow fell -1.3%, while the Nasdaq gained 0.5% as AI technology rallied. Ten-year and 30-year…

WEEKLY MARKET BRIEF Week ended September 25, 2026  |  Published September 27, 2026 Source: AP Index Performance Key Takeaways Last Week Large-cap growth rebounded, but interest rates rose again. The S&P 500 gained +1.2% and the Nasdaq rose +2.1%. The Dow rose 0.3%, while the Russell 2000 fell 0.8%. The…

Week ended September 18, 2026  |  Published September 20, 2026 Source: AP index performance Key Takeaways Last Week A flat index -headline concealed a narrowing, rate-sensitive market. The S&P 500 slipped -0.1% for a 2nd weekly decline. Nasdaq gained 0.7%. The more rate sensitive Dow fell -1.7% and the Russell…

Week ended September 11th, 2026 Published Sunday, September 13, 2026 | Informational market brief Key Takeaways Last Week Oil and rates delivered the week’s pressure; technology limited the damage. The S&P 500 fell -0.80%, the Nasdaq Composite dropped -0.66%, the Dow lost -1.57%, and the Russell 2000 dropped -2.41%. Brent…

Informational Market Brief Week Ending September 4th, 2026 Key Takeaways Last Week U.S. large-cap indexes finished largely flat. Calm hid more internal rotation. The S&P 500 gained 0.09%, the Nasdaq Composite rose 0.40%, the Dow fell -0.27%, and the Russell 2000 added 0.11%. Energy and memory stocks led as the…

Oak Harvest | Weekly Market Brief Week ended August 28, 2026 | Published August 30, 2026 Source: LPL Research Weekly Performance, AP News Key Takeaways Last Week Large caps recovered, but the market was narrow. The S&P 500 gained roughly 0.5% and the Nasdaq 0.8%, almost entirely on Thursday after…

A Treasury bond shock ended the S&P 500 and Nasdaq’s three-week winning streaks, but low volatility and earnings kept the move lower contained versus a broad risk-off decline. Key Takeaways Last Week U.S. stocks retreated from record territory. The S&P 500 fell -1.44%, the Nasdaq Composite lost -2.17%, the Dow…

Weekend Update, August 17th, 2026 Key Takeaways Last Week Top Moves U.S. equities held near records, but momentum narrowed. The S&P 500 gained 0.4% and set a record Thursday, while the Nasdaq rose 0.1% and the Dow fell -0.6%. The Russell 2000 gained 1.1%. The S&P completed its third consecutive…

Fast Money: New All-Time Highs Key Takeaways Last Week Top Moves U.S. stocks rallied to records. The S&P 500 gained 3.6%, Nasdaq 5.2%, Dow 3.0%, and Russell 2000 3.5%. Technology led, but the advance was broader than purely mega cap rally. Year to date, the Russell 2000 remains the leader…

Situationally UnAware: Microsoft Wins, Memory Cracks Key Takeaways Last Week U.S. equities finished higher after a volatile week dominated by Federal Reserve policy, second-quarter GDP, inflation, and sharply divergent mega-cap earnings. The S&P 500 gained approximately +1.0%, the Dow rose +1.0%, the Nasdaq advanced +1.6%, and the Russell 2000 was…

The Big Churn Key Takeaways Last Week U.S. equities fell for a second straight week, with the pressure concentrated in growth/AI leadership. The S&P 500 lost -0.6%, the Dow fell -0.4%, the Nasdaq dropped -2.1%, and the Russell 2000 declined -1.1%. Year to date, the Russell 2000 remains the strongest…