Weekly Market Commentary: August 10 -14, 2026
Three in a Row: Inflation cooled. Retail sales missed. Oil surged. Stocks closed at a new record high. This week, the market absorbed every mixed signal thrown at it — and kept climbing. Markets do not move in straight lines – but this week came close. The S&P 500 extended its winning streak to […]
Weekly Market Commentary: August 3 – 7, 2026
The economy unexpectedly lost 23,000 jobs last month. The S&P 500 hit an all-time high. Here is why that is not as contradictory as it sounds – When Bad News Becomes Good News: The Week the Jobs Report Rewired the Market There is a phrase that experienced investors know well – “bad news is good […]
Weekly Market Commentary: July 27 – 31, 2026
The Fed just had its most divided vote in years. Three members wanted a rate hike. Here is what that split tells long-term investors about where we are in this cycle. A 9-3 Vote, Oil at $87, and the Most Consequential Fed Decision of 2026 On Wednesday, July 29, the Federal Reserve held […]
Weekly Market Commentary: July 20 – 24, 2026
The “Magnificent Seven” lost an estimated $800 billion in market value in a single day. Here is what that really means — and what it doesn’t. Weekly Market Commentary: July 20 – 24, 2026 $800 Billion in One Day: Understanding This Week’s Tech Selloff On Thursday, the largest technology companies in the world experienced one […]
Weekly Market Commentary: July 13 – 17, 2026
Rotation, Not Rout: What This Week’s Pullback Is Really Telling Investors Weekly Market Commentary: July 13 – 17, 2026 U.S. equity markets pulled back over the week as investors adopted a more cautious posture, with the broad market retreating modestly and volatility picking up into Friday’s close. The S&P 500 finished the week down about […]
Student of the Market: July 2026
Read More Student of the Market is our monthly market commentary series, offering investors a clear read on current conditions through historical trend analysis, economic context, and actionable portfolio insights. Each edition breaks down what’s actually moving markets — from equity leadership shifts to shifting rate expectations — and translates it into practical takeaways for […]
Weekly Market Commentary: July 6 – 10, 2026
Geopolitics, Oil, and the Fed — The Week That Had Everything This was one of those weeks that compressed a full market cycle’s worth of emotion into five trading sessions — and ended almost exactly where it began. It is worth slowing down to understand what happened and why it matters for long-term investors. This […]
Weekly Market Commentary: June 29 – July 3, 2026
Weekly Market Commentary: June 29 – July 3, 2026 The U.S. stock market closed out a shortened Independence Day week with the Dow Jones Industrial Average touching a near-record high — a fitting punctuation mark on what turned out to be a strong second quarter for U.S. equities. A few things worth noting as the […]
Weekly Market Commentary: June 22–26, 2026
Value at Lows, Momentum at Highs: A Split Market for Long-Term Investors U.S. equity indices ended the week of June 22–26 modestly higher, with growth-oriented segments generally ahead of value areas. Large-cap stocks continued to outpace smaller-cap names, reflecting investor preference for scale and balance-sheet strength in a “higher for longer” interest rate environment. Technology […]
Weekly Market Commentary: June 15 – 19, 2026
What happens when the Fed stops cutting — and starts talking about hiking again? This week marked a significant moment for U.S. monetary policy: new Federal Reserve Chair Kevin Warsh held his first meeting of the Federal Open Market Committee. The decision itself — holding interest rates steady at 3.50%-3.75% — was widely expected. What […]