Weekly Investment Strategy Insights
23artifacts
Investment Strategy Insights — 2026-09-27
Single most important action item: Reduce exposure to the long end of the Treasury curve (TLT, and by extension LQD) ahead of the upcoming jobs report, which headlines flag as a potential trigger for…
Investment Strategy Insights — 2026-09-20
Single most important action item: move bond exposure from long duration (TLT, −6.6% YTD) into 1–3 year Treasuries (SHY, −2.0% YTD) and fund a gold/cash volatility hedge — VIX at 14.81 leaves little…
Investment Strategy Insights — 2026-09-13
Most important action item: fund any equity additions from long-duration bonds and cash-like reserves, and tighten equity exposure toward dividend/quality (SCHD +23.0% YTD) rather than adding beta.
Investment Strategy Insights — 2026-09-06
Equities are the core expression of the current risk-on regime.
Investment Strategy Insights — 2026-08-30
The regime remains risk-on: the S&P 500 is up 12.4% YTD, the Nasdaq is up 13.6% YTD, and the Russell 2000 is up 18.5% YTD even after a slight weekly dip.
Investment Strategy Insights — 2026-08-23
Most important action item: Rotate growth/tech exposure into value and dividend equities (SCHD +26.6% YTD, VTV +17.4% YTD) and add a gold hedge while the dollar weakens (-0.8% weekly).
Investment Strategy Insights — 2026-08-16
Most important action item: Shift incremental capital into commodities (PDBC/DBC) and international/EM (IEMG/VEA) while raising short-duration bond exposure ahead of WMT and TGT earnings on Aug 19–20.
Investment Strategy Insights — 2026-08-09
The regime is a broadening bull: the S&P 500 rose 2.1% on the week to 7,757.64, the Nasdaq gained 3.0%, and the Russell 2000 is up 21.0% YTD — leadership is no longer confined to mega-cap tech.
Investment Strategy Insights — 2026-08-02
Single most important action item: Add broad commodity exposure (DBC/PDBC, the best-performing ETFs at +31.5%/+32.2% YTD) as an inflation/dollar hedge while long-end yields rise.
Investment Strategy Insights — 2026-07-26
HY and IG option-adjusted spreads: data unavailable (FRED API key not set).
Investment Strategy Insights — 2026-07-19
Single most important action item: Shift 5% from growth equities (VUG) into dividend-paying value (SCHD) to capture the 18.7% YTD return and reduce downside risk.
Investment Strategy Insights — 2026-07-12
Single most important action: Shift 5% from cash into QQQ (YTD +18.3%) to capture continued tech momentum ahead of key earnings (NFLX, TSM, NVDA).
Investment Strategy Insights — 2026-07-05
Single most important action item: Rotate 5% from Cash into U.S. large-cap value ETFs (SCHD, VTV) to capture YTD momentum (SCHD +16.8%, VTV +13.7%) while adding defensive sector exposure.
Investment Strategy Insights — 2026-06-28
Single most important action item: Shift 5% from growth ETFs (VUG, QQQ) into value/dividend ETFs (SCHD, VTV) to capture the ongoing rotation.
Investment Strategy Insights — 2026-06-21
Single most important action item: Add to QQQ (YTD +20.8%) and VXUS (YTD +13.4%) to capture both domestic growth and international diversification.
Investment Strategy Insights — 2026-06-14
Single most important action item: Rotate 5% from Cash into International Developed (VEA +13.2% YTD) and Emerging Markets (IEMG +19.7% YTD) to capture broadening global momentum.
Investment Strategy Insights — 2026-06-09
Single most important action: Shift 5% from growth equities (VUG/QQQ) into short-term Treasuries (SHY) and cash to reduce portfolio beta ahead of the May jobs report and Iran conflict escalation.
Investment Strategy Insights — 2026-06-08
#1 action item: raise cash and own the CPI, don't fight it. A VIX back near 21 makes a modest hedge cheap-ish; an extra cash/T-bill sleeve at 4% gives you dry powder to buy the dip after the June 10…
Investment Strategy Insights — 2026-06-07
Single most important action item: Watch May CPI on Wednesday June 10.
Investment Strategy Insights — 2026-05-31
#1 action item: hedge the June macro window without abandoning the trend.
Investment Strategy Insights — 2026-05-30
#1 action item: re-add equity exposure but hedge the June macro calendar. Move equities from 54% back to 60%, lengthen Treasury duration to intermediate, keep a 6% cash hedge into the FOMC.
Investment Strategy Insights — 2026-05-17
#1 action item: trim broad equity beta; raise cash to 9%; rotate fixed-income proceeds to the short end.
Investment Strategy Insights — 2026-05-10
#1 action item: rotate the marginal dollar from broad equity beta into Energy (XLE), gold (GLD), and short Treasuries (BIL/SGOV).