Weekly Investment Strategy Insights
10artifacts
Investment Strategy Insights — 2026-11-08
Most important action item: Execute the growth-to-quality rotation now — fund SCHD/VTV and BND/AGG/SHY from QQQ/VUG — before Cisco's 2026-11-12 report (EPS est.
Investment Strategy Insights — 2026-11-01
Most important action item: fund a shift from VUG/QQQ into SCHD/VTV before the 2–6 November earnings cluster (AAPL, AMD, PLTR, UBER, SNAP, PFE, SHOP), and keep the proceeds' risk budget in SHY/BND…
Investment Strategy Insights — 2026-10-25
Most important action item: Before the heavy mega-cap earnings slate (MSFT and GOOGL on 10/28; AMZN and INTC on 10/29), trim growth/AI beta (VUG −4.6% 1-month) and redeploy into SCHD (+27.2% YTD)…
Investment Strategy Insights — 2026-10-18
Single most important action item: trim growth/tech beta (QQQ, VUG) into strength and redeploy into SCHD/VTV plus intermediate Treasuries (BND/AGG) ahead of a heavy earnings week (META, TSLA, NFLX…
Investment Strategy Insights — 2026-10-11
Single most important action item: prepare for the 2026-10-13/14 bank earnings cluster (JPM, GS, C, WFC, BAC) plus TSM on 2026-10-15 — Financial Services (+0.46% w/w) is the swing factor for whether…
Investment Strategy Insights — 2026-10-04
Most important action item: rotate the bond sleeve from long/intermediate duration into 1-3 year Treasuries, and recycle the risk budget into commodity and cyclical equity exposure.
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.