Weekly Investment Strategy Insights
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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).