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August 2026

Weekly Market Update: Nvidia Had Its Best Week Ever
Picture the week as a party that got shut down right as it was getting good.
Weekly Market Update: Wall Street Keeps Hitting Records
Markets did something a bit contradictory this week: stocks closed out a third straight winning week and touched fresh record highs, and yet Friday…
Weekly Market Update: Bad Jobs Data Just Gave Stocks Their Best Week
Here’s a sentence that shouldn’t work, but somehow did this week: the US economy lost jobs, wage growth slowed, and stocks threw their biggest party…
Three data-driven strategies. One newsletter.
The Strategy
July Performance Update: Dividends Carry The Load As Growth Cools
July was another challenging month for the growth side of the portfolio.
Weekly Market Update: Big Tech Just Got Graded on Its AI Spending
Five of the Magnificent Seven reported earnings this week, and the results read like a report card the market has been waiting all year to hand out.

July 2026

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