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Monday, May 11, 2026

Market Summary Markets continued their impressive advance this week, with the S&P 500 and Nasdaq Composite reaching fresh record highs as investor confidence remained firmly centered around resilient corporate earnings, accelerating...

Monday, May 4, 2026

Record Highs Extend as Earnings Strength Offsets Fed and Macro Uncertainty The equity market delivered another constructive – more measured – advance this week, with the S&P 500 breaking above the 7,200 level for the first time and...

Monday, April 27, 2026

Markets Push to New Highs as AI Strength Offsets Geopolitical TensionsU.S. equities delivered a volatile but constructive week, with the S&P 500 and Nasdaq Composite ultimately pushing to fresh record highs despite persistent...

Friday, April 24, 2026

Hello Marathoners-Spring has a way of resetting everything.After a long New England winter, the city starts to feel alive again—longer days, warmer air, and that palpable energy that comes with people being back outside. In Boston,...

Monday, April 20, 2026

Market Summary - Equities Stage Sharp ReboundStocks delivered another powerful advance this week, pushing the major indexes back into record territory as falling oil prices, improving geopolitical conditions, and renewed mega-cap...

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Monday, April 13, 2026

Ceasefire Rally Drives Broad Gains Amid Oil Retreat and AI LeadershipStocks posted strong gains this week as a two-week ceasefire agreement between the U.S. and Iran helped ease geopolitical tensions and triggered a sharp decline in...

Monday, April 6, 2026

Markets Climb on Geopolitical Optimism and Relief RallyStocks moved higher last week as improving sentiment around potential de-escalation in the U.S. – Iran conflict fueled a relief rally. The advance reflected a combination of...

Monday, March 30, 2026

Oil Volatility Drives Rotation as Mega-Caps Weigh on MarketsEquities moved lower this week as sustained oil volatility, rising Treasury yields, and escalating geopolitical tensions weighed on investor sentiment.The week began on a...

Monday, March 23, 2026

Market Summary: Markets Digest Geopolitical UncertaintyEquities came under renewed pressure this week as a sharp rise in oil prices spurred a broader repricing across asset classes. Risk-off sentiment was heightened by major indices...

Tuesday, March 17, 2026

Market Summary: Markets Digest Geopolitical UncertaintyU.S. equities experienced another back-and-forth week amid heightened uncertainty as geopolitical tensions in the Middle East pushed energy prices higher and prompted investors to...

Tuesday, March 10, 2026

Market Summary: Geopolitical Tension Weighs on SentimentU.S. equities experienced a difficult week as a sharp surge in oil prices and the escalating conflict involving Iran weighed heavily on investor sentiment.Rising geopolitical...

Friday, March 6, 2026

Hello Marathoners-I hope everyone is doing well and surviving winter, wherever this note finds you. I was fortunate enough to escape both of the major Northeast snowstorms in January and February, during vacation time in Miami. But...

Monday, February 23, 2026

Weekly Market Recap: Market broadening, Caution towards AI-SpendingStocks advanced in the holiday-shortened week, supported by a technical rebound in mega-cap technology and communication services names. The most constructive...

Tuesday, February 17, 2026

Weekly Market Recap: Market broadening, Caution towards AI-SpendingMega-cap weakness and renewed AI disruption fears weighed on the headline indices, even as broader market participation quietly improved. Defensive sectors continued to...

Monday, February 9, 2026

Market Recap: This was a rough-feeling week driven by risk-off volatility in mega-cap tech and AI-linked names, but beneath the surface the broader market remained healthy. While information technology, consumer discretionary, and...

Monday, February 2, 2026

Weekly Market Recap: Mega-cap Earnings in FocusStocks navigated a relatively choppy, earnings-dominated week that ultimately leaned modestly lower beneath the surface. While the S&P 500 managed a small gain, but weakness within in the...

Sunday, January 25, 2026

Weekly Market Recap: Macro Pullback, Cautious Recovery Ahead of Mega-Cap Earnings.Markets endured a headline-driven week that ultimately resolved into mixed performance across the major indices, masking meaningful rotation beneath the...

Friday, January 23, 2026

Hello Marathoners-I hope your 2026 is off to a good start. While this isn’t the best time of year here in the Northeast, virtually half of my family (me included) has a birthday in this final week of January, so the joint celebration...

Tuesday, January 20, 2026

Weekly Market Recap: Headline Weakness, Rotational StrengthMarkets ended the week modestly lower at the headline level, but index performance understated the improvement taking place beneath the surface. Early record highs gave way to...

Monday, January 12, 2026

Weekly Market Recap: Labor Market Resilience, Earnings AheadMarkets entered the session facing a rare convergence of macro catalysts: a closely watched employment report, the potential for a Supreme Court ruling on presidential tariff...

Monday, January 5, 2026

Weekly Market Recap: A Quiet Turn of the CalendarStocks entered the new year without much fanfare as thin holiday trading, profit-taking in mega-caps, and a lack of fresh catalysts kept markets on the defensive. The much-anticipated...

Monday, December 22, 2025

Market SummaryMarkets closed the week on steadier footing after a volatile start, as a late-week rebound in mega-cap tech and AI-related stocks helped offset earlier weakness. Sector leadership shifted repeatedly, underscoring...

Monday, December 15, 2025

Market Summary Markets delivered a textbook example of post-Fed rotation last week. While a long-anticipated rate cut initially lifted risk sentiment, sharp reversals in AI and mega-cap tech ultimately pulled growth-heavy indices lower...

Monday, December 8, 2025

Market Summary Markets spent the week in a holding pattern - firm enough to show confidence, but hesitant ahead of the key Federal Reserve meeting on December 10th.Despite early volatility, equities managed modest gains as strength in...

Friday, December 5, 2025

Hello Marathoners- I hope everyone had a nice and relaxing Thanksgiving. After reading Warren Buffett’s Thanksgiving letter to shareholders, I decided to dedicate this installment to him and the wisdom of his reflections and advice...

Sunday, November 23, 2025

Market Summary Equity markets finished the week lower as investors continued to rotate out of mega-cap technology and AI-related names that have powered this year’s gains. Despite the headline weakness, performance beneath the surface...

Monday, November 17, 2025

Market Summary Equities delivered mixed results this week as investors balanced sector rotation, some mega-cap volatility, and increasingly hawkish Federal Reserve commentary. Strong early-week enthusiasm around AI, chipmakers, and...

Monday, November 3, 2025

Market Summary U.S. equities extended their record-setting run last week, fueled by mega-cap strength, optimism over U.S.-China trade progress, and a continued AI-driven rally. The S&P 500 gained ground early in the week to notch...

Sunday, October 26, 2025

Market Summary U.S. stocks broke new highs last week, powered by strong earnings beats across tech and industrials, while cooling inflation reinforced hopes for a Fed rate cut soon. Heightened U.S.-China tensions and sanctions on...

Monday, October 20, 2025

Market Summary Corporate earnings were resilient enough to offset macro-driven concerns last week, with easing rate cut expectations still intact and relatively strong buy-the-dip interest following the previous week’s pullback....

Friday, October 17, 2025

Hello Marathoners- There’s something about fall that always invites a moment to pause and take stock — and this season, we have plenty to be thankful for. Our journey to full independence is now complete, and while the path took a lot...

Monday, October 13, 2025

Market Summary The equity market experienced its first major drawdown on Friday since early April as trade tensions re-entered the conversation and offset any continued ‘buy-the-dip’ efforts towards new all-time highs. The pullback...

Monday, October 6, 2025

Market Summary Equities advanced towards new record highs as expectations for Fed policy easing remained intact throughout the week, reinforcing broader confidence ahead of the upcoming third quarter earnings season. The economic...

Monday, September 29, 2025

Market Summary The equity market fell short of its fourth consecutive weekly advance as stronger-than-expected economic data and Fed commentary helped shift interest rate expectations, offsetting AI-related enthusiasm. Major indices...

Sunday, September 21, 2025

Market Summary - Fed Easing Supports New Highs After holding interest rates steady since December of last year, the Fed has resumed its monetary easing efforts by cutting the target range for the federal funds rate by 25 basis points...

Monday, September 15, 2025

Market Summary The stock market extended gains to new record highs last week with prevailing optimism for rate cuts and mega-cap technology leadership, which have offset areas of uncertainty. The market’s heaviest weighted components...

Wednesday, September 10, 2025

Greetings Marathoners- I hope you had a restorative summer and that September has started on the right note. Autumn has a way of inviting reflection and renewal and offers a chance to reset how we spend our time and energy before the...

Monday, September 8, 2025

Market Summary Following Nvidia’s earnings the prior week, the market was able to take a sigh of relief heading into the extended Labor Day weekend, hovering just below fresh all-time highs with second quarter earnings supporting the...

Friday, June 27, 2025

Market Summary – V is for Recovery In early April, the tariff-induced uncertainty that weighed on sentiment throughout the first half of the year culminated in a correction for the S&P 500 and a bear market for the Nasdaq. At the time,...

Saturday, June 21, 2025

Market Summary Major equity indices continued last week’s theme of hesitancy, but ended little changed as new uncertainties emerge surrounding the Israel-Iran war and, more specifically, the extent of the United States’ involvement....

Saturday, June 14, 2025

Market Summary The S&P 500 ended the week relatively flat as the start of the week was marked by optimism for high-level trade talks in London, which later produced a muted market response as little progress was made between the U.S....

Friday, May 30, 2025

Market Summary U.S. equities ended the shortened trading week on a relatively strong note with the S&P 500 gaining 1.9% as back-and-forth tariff uncertainty and elevated yields placed a lid on the recent rally from April’s lows....

Sunday, May 4, 2025

Market Summary US equity markets ended the week on a strong note with the S&P 500 rising 2.9%, largely recovering the losses experienced since President Trump’s ‘Liberation Day on April 2.’ Gains were supported by optimism on trade...