Investment Management

Iran War – High Anxiety, Higher Inflation Key Takeaways Last Week U.S. equities declined for a fourth straight week, with broad-based weakness across major indexes. S&P 500 fell to 6,506, -7% below all-time highs and down almost -6% over the last 4 weeks. Nasdaq and small caps came under more…

Key Takeaways Last Week U.S. equities finished the week lower, with the Dow lagging and the Nasdaq more resilient. S&P 500 closed at 6,632, its lowest level of 2026, -5% below its ATH, and down -3.1% YTD. The dominant driver was oil and geopolitical risk in Iran, accelerating inflation concerns….

Iran War – Inflation Spike Key Takeaways Last Week Global stock markets declined during the week. Treasury yields rose on inflation fears causing losses in most bond markets. The U.S. dollar strengthened on a bid for safety. Oil prices surged sharply on geopolitical tensions. U.S. job data showed unexpected job…

Higher Inflation – Weekend Iran Attack U.S. Stock Performance – Index and Sector Moves Over the weekend, the U.S. and Israel moved on Iran. Asian markets were lower, Nikkei -700 pts, -1.3%, Hang Seng -2.1%, while Europe is, down about -2%, led by airline stocks. The immediate is WTI oil…

Weaker Growth U.S. Stock Performance – Index and Sector Moves The S&P 500 rallied +1.1% on the week, to close at 6909.  The rally was led by YTD laggards, large cap growth stocks. The Nasdaq Composite rose +1.42%, benefiting from semiconductor rebounds and rotation themes mid-week. The price weighted Dow…

A Bullish Inflation Print Index, Sector, and Asset Performance The US stock market is closed today for Presidents Day. Chinese markets are closed all week for their Lunar New Year holiday. The S&P 500 fell -1.4% last week as declines in the financial and communication services sectors outweighed utility and…

A Very Bullish Friday Index, Sector, and Asset Performance The value tilted and non-market cap weighed Dow Jones Industrial Average surged past 50,000 last Friday on the back of sector rotation and expectations of future Fed rate cuts. Last Friday that index closed up +2.5%, to reach 51,116. After back-to-back…

Index, Sector, and Asset Performance Every weekend in 2026 has brought a surprise event, and last weekend was the news of potentially more tariffs on longtime allies. The S&P 500 hit another all-time high but has showed signs of fatigue since late last October when technology stocks, ex-semiconductors, started to…

 A Very Long-Short Week Index, Sector, and Asset Performance Every weekend in 2026 has brought a surprise event, first, the Venezuela attack, then the Powell charges, and most recently the Greenland escalation. Last Tuesday, the S&P 500 dropped -2.18% on the Greenland escalation before recovering the entire drop and settling…

Volatility Speaks: He’s Back!! Index, Sector, and Asset Performance The US stock market is closed on Monday for the Martin Luther King Jr. holiday. President Trump once again raised geopolitical concerns over the weekend with an initial 10% tariff on European countries not backing his Greenland plan then increasing to…

He’s Back!! Index, Sector, and Asset Performance The S&P 500 started off the year choppy but right foot, ending the week at 6966, up just short of +1.8% on the year and 1.6% on the week. Last week, we got two new ATHs and 4 up days out of 5….

New Year, Same Thoughts Index, Sector, and Asset Performance The S&P 500 ended the week at 6,858 on Friday, up +0.2% on its first trading day of 2026 but down from last week’s close. The index had a price gain of +16% gain for 2025 and total return near +17.5%….