Weekly Investment Strategy Insights
12artifacts
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.
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.