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We've written a Weekly Market Update, which is emailed to our clients and interested prospects every Sunday morning, since 2008. Sign up below to receive our commentary in your inbox every Sunday morning, or continue reading below for our recent Market Updates.

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October 8, 2025

Stocks Rise For The 5th Month In A Row

The S&P 500 gained 1.09% this week with Friday's close at 6,715.79. Friday's close is a new all-time high weekly close. The S&P 500 finished the month of September on Tuesday this week, closing at 6,688.46, a gain of 3.53% for the month. September's monthly close is a new all-time high monthly close and marks a five-month winning streak for the S&P 500. The primary trend across all time frames is bullish, so the path of least resistance remains to the upside.

September 11, 2025

Stocks Continue To Defy Gravity

The technical picture for the S&P 500 remains cloudy with limited visibility. Since turning the calendar to August, the index has been mostly crawling to the upside. The S&P 500 is higher by 2.24% since July's monthly close at 6,339.39. This too is a tale of two sides of the coin. This sets the stage for an escalator up and elevator down scenario, but there's no reason to panic!

August 4, 2025

Stocks Limp Into August; In Need Of A Breather?

The S&P 500 fell -2.36% this week with Friday's close at 6,238.01. The index opened Thursday's session at a new all-time high at 6,427.02, but that's where the S&P 500 decided to slam on the brakes. While the forecast for the S&P 500's returns over the coming year look bright, the forecast for the index's returns in August look a bit murky.

June 4, 2025

"Sell In May And Go Away"? Not in 2025!

The S&P 500 closed the month of May on Friday recording a gain of 6.15%. All things considered, we view the price action in May as very constructive and another sign of "accumulation". We believe that a retest of our all-time highs in the ~6,100s is the main event in the on-deck circle!

May 5, 2025

Stocks Post Historic Monthly Reversal, What's Next?

The S&P 500 gained 2.92% this week with Friday's close at 5,686.67. Finally, a two-week winning streak, and not just any two-week winning streak either! The index has gained a whopping 7.65% the last two weeks, the strongest two-week advance since the week ending October 28, 2022 - the last time the S&P 500 left a polarizing bottom on the chart. What's next?

April 9, 2025

Stocks Crash, What's Next?

The S&P 500 plunged -9.08% this week with Friday's close at 5,074.08. It's stunning to write and it brings back jarring memories to almost exactly five short years ago. we've placed a bullseye between the ~4,766-4,966 price region and this is where we have conviction in the idea that the S&P 500 will find its footing. In other words, we don't think it gets worse than that here in the month of April. While the price action feels totally bidless, we're not headed to zero within weeks. This sets the stage for a stunning "bear market rally".