Investment Management

July 14th: Tis the Season Index, Sector, and Asset Performance The S&P 500 closed near flat on the week despite a news laden week. The S&P 500 brushed off Liberation Day Part Duo, barely reacting to President Trump’s doubling down on tariff threats. The S&P 500 reached an all-time high…

Index, sector & asset Performance The S&P 500 extended its new ATH run last week, climbing +1.7% to finish at a high of 6,279. The Nasdaq Composite gained +1.6% to close at a record of 20,600. Tech and financial stocks led the rally.  Nvidia rose to another record, rallying +1%…

New All-Time Highs Aren’t Bearish Index, Sector, and Asset Performance After closing at its first all-time high since mid-February, stocks look to pick up where they left off on Friday. The S&P 500 index rose +3.4 to new highs, led by growth sectors communication services and technology. The S&P 500…

Stocks Pause, Nuclear Sites Bombed Index, Sector, and Asset Performance The S&P 500 index slipped -0.2% last week as gains in the energy, technology, and financial sectors were outweighed by industrial and healthcare declines. Healthcare fell – 2.7%, followed by a -1.7% drop n communication services and a -1.2% loss…

Bombs Drop, Buy Stocks? Index, Sector, and Asset Performance A quiet week due for a market pullback ended with an exclamation point, closing at its MOC low for the week due to bombs flying between Israel and Iran. The S&P 500 index fell -0.4% last week as tensions between Israel…

V-ictory and V-Formation Index, Sector and Asset Performance The S&P 500 put in a V-bottom on April 7th and with its +6.15% rally, May wrapped up its best month since November 2023. The index ended the week at 6000. For the week, the S&P 500 gained +1.50%, bringing its year-to-date…

Index, Sector, and Asset Performance After a bad March end and a worse beginning of April, the S&P 500 put in a V-bottom on April 7th and with its +6.15% rally, May wrapped up its best month since November 2023. The index ended the week at 5911. For the 3rd…

Stall Then Up Index, Sector & Asset Performance V-Bottoms are made: Investors, this is nearly exactly what V-bottoms the last 30 years look like. The S&P 500 breaks its 200-day moving average on an event, this time the Trump tariff proclamation. The event elicits a response fiscally or monetarily, and…

Good Mood Markets Index, Sector & Asset Performance V-Bottoms are made: The S&P 500 index rose +5.3% last week in a climb that pushed it back into positive territory for the year. The S&P 500 ended the week at 5,958 and is up +7% for the month and +1.3% for…

Index, Sector & Asset Performance V-Bottoms are made: This weekend, the U.S. and China agreed  to roll back their trade war for 90 days and negotiate a trade deal. America’s 125% reciprocal tariff on Chinese goods will be lowered to the 10% universal levy and the 20% fentanyl tariff will…

A GOAT Appears Index, Sector & Asset Performance U.S. equities closed the wild month of April strong despite tariff uncertainty and slower economic data surprises. The S&P 500 ended the week up +2.92%, ending at 5,686, logging nine consecutive positive days, its longest winning streak in 20 years. All major…

A GOAT Appears Index, Sector & Asset Performance A GOAT stock market data indicator, Zweig Breadth Thrust, is triggered on April 24th. US stocks rallied strongly last week with the walk back on tariffs last week by President Trump saying the tariffs on Chinese imports would “come down substantially.” China…