The market is expected to stay stable and range-bound during the summer doldrums, with limited movement after struggling to surpass previous highs. Hyperscaler capital expenditures (capex) are anticipated to be the main driver for stock performance, making selective stock picking crucial. Two leading strategists debate whether to focus on undervalued hyperscalers or semiconductor companies benefiting from capex. Despite expectations of strong earnings, the overall index may already reflect peak valuations, suggesting cautious optimism going forward.
As of July 13, 2026, five of nine major global indexes are positive year-to-date, led by Japan's Nikkei 225 with a 33.6% gain. Canada's TSX and the U.S. S&P 500 also show strong gains, while India's BSE SENSEX is down 8.9%, the worst performer among ...
The Schwab U.S. Dividend Equity ETF (SCHD) has gained 20% year-to-date, outperforming the S&P 500's 10% rise. SCHD focuses on large-cap companies with strong dividend histories and value metrics, avoiding mega-cap tech stocks that led recent market r...
The JPMorgan Equity Premium Income ETF (JEPI) offers an 8% yield by holding lower-volatility stocks and selling call options, paying monthly income to investors. However, this strategy caps upside gains, causing JEPI to underperform the S&P 500 durin...
In the first half of 2026, equity markets reached near all-time highs despite multiple valuation indicators showing historic overvaluation, with the S&P 500 estimated to be 116% to 207% overvalued. Margin debt surged to a record $1.42 trillion, raisi...
The iShares MSCI USA Equal Weighted ETF (EUSA) has been downgraded from Buy to Hold due to concerns about a possible significant drop in value. Despite its attractive features like sector diversification and low fees (0.09%), the ETF may face risks t...
