Investment Management

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%….

Index, Sector and Asset Performance Santa showed on cue and the S&P 500 index rose +1.4% and hit fresh all-time highs amid a stronger-than-expected report on Q3 economic growth. S&P500 ended the week at 6,930, slightly below the record closing high it set on Wednesday at 6,932. With only three…

Here Comes Santa Claus Index, Sector, and Asset Performance Santa showed on cue last week. December tends to be a strong positive return month, but the positive return is generally all back ended loaded. The second half of December stands out as the strongest half-month of the year and most…

Index, Sector, and Asset Performance Equity markets continued last week as they have in December, mixed. The S&P 500 fell -0.6% as gains in cyclical financials, industrials, and materials were offset by weakness in YTD leaders’ technology and communication services. The S&P 500 ended last week at 6,827. The S&P…

Index, Sector, and Asset Performance Strength in cyclical areas like technology and energy pushed the S&P 500 to gain +0.3% as declines in utilities and health care offset some strength. S&P 500 ended the week at 6,870, up +17% YTD. It’s been 28 trading days since the S&P 500 closed…