Tariffs, Inflation, and the Fed’s Next Move (Weekly Cheat Sheet)

Happy Presidents Day! The equity markets displayed resilience, managing to close the week with gains despite a barrage of economic data and geopolitical developments. The S&P 500 climbed 1.5%, while the Dow Jones Industrial Average gained 0.6%. Leading the charge was the Nasdaq Composite, up 2.6%. The surge in mega-cap stocks significantly influenced overall market performance. The Vanguard Mega Cap Growth ETF (MGK), mirroring this trend, jumped 2.5%, outpacing the broader market. A telling sign of the current market dynamics. This dominance was evident in the S&P 500 sector performance, with Information Technology leading with a 3.8% increase, followed by Communication Services at 2.0%, both sectors heavily populated with mega-cap constituents. Interestingly, the ...
Read More →

Weekly Wall Street Cheat Sheets & News

Tariffs, Inflation, and the Fed’s Next Move (Weekly Cheat Sheet)

Happy Presidents Day! The equity markets displayed resilience, managing to close the week with gains despite a barrage of economic data and geopolitical developments. The S&P ...

Market Mayhem: Tariffs, Trade Wars, and Treasury Teasers! (Weekly Cheat Sheet)

The stock market had a case of the wobbles this week. Like a bad golf swing, the major indices just couldn’t find their groove. The S&P ...

Global Markets in Flux: From AI Disruption to Tariff Tensions (Weekly Cheat Sheet)

As the great Warren Buffett once said, “The stock market is a device for transferring money from the impatient to the patient.” This week was ...

AI, Crypto, and Tariffs: Inside the Economic Rollercoaster of 2025 (Weekly Cheat Sheet)

If the stock market were a roller coaster, we’d all be walking away with our hair blown back and a slight case of whiplash. But ...

Investors and Markets Wait for Trump (Weekly Cheat Sheet)

The stock market had a stellar performance last week, marking its best run since the election. With Donald J. Trump taking office as the 47th ...

Inflation Signals Spark Investor Uncertainty (Weekly Cheat Sheet)

The stock market closed with a somber note last week, painting a picture of caution and recalibration. Rising market rates played the villain in this ...

Investors Wait for Friday’s Jobs Report (Weekly Cheat Sheet)

The dawn of 2025 brought with it a cocktail of year-end profit-taking and New Year optimism. Let’s break down how this played out across various ...

Navigating the Santa Claus Rally (Weekly Cheat Sheet)

The stock market decided to give us a little Christmas gift last week. Despite the shortened trading schedule, we saw some modest gains across the ...

Fed Watch 2024: The Last Dance of Interest Rates (Weekly Cheat Sheet)

The Nasdaq Composite stole the show, breaking the 20,000 barrier for the first time and closing 0.3% higher for the week. It’s a milestone that reminds me ...

Mega-Cap Mania: How 6 Tech Giants Drove Wall Street’s Latest Rally (Weekly Cheat Sheet)

The story of this week centers on mega-cap dominance and market concentration. I watched the S&P 500 climb 1.0% while its equal-weighted counterpart dropped 1.3% ...
Scroll to Top