A Shift In Stock Market Leadership
Mike Dickson, Ph.D.
July 22, 2026
Once-forgotten sectors are perking up The World Cup games that went into extra time were
Topics
Once-forgotten sectors are perking up The World Cup games that went into extra time were
Can the outperformance continue? The small-cap stock rally we highlighted back in April has continued
The summer heat is on for equities Memorial Day kicked off the unofficial start to
What Happened Last Week Yield Relief: Last week saw rates fall modestly, helping the S&P
What Happened Last Week Breadth Expands: Cyclical and smaller-cap parts of the market continue to
Sales—a fundamental driver of corporate strength—are on the rise Stocks’ (mostly) steady march higher since
A lengthy run for the S&P 500 These days, the stock market is showing up
Here’s how stocks may perform for the rest of 2024 As the fall harvest season
Best week of 2024 for the S&P 500 After a brief summer slump and a
U.S. company profits continue to impress. Earnings season is in the home stretch, with more
Most stocks have been laggards this year, but that could be starting to change. It’s
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly
U.S. stocks have clearly perked up so far this year. But now, two key market
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Topics
Once-forgotten sectors are perking up The World Cup games that went into extra time were reminders of just how tough it can be for players
Can the outperformance continue? The small-cap stock rally we highlighted back in April has continued over the past few months, driven by factors such as
The summer heat is on for equities Memorial Day kicked off the unofficial start to summer this week, and stock investors could be looking at
What Happened Last Week Yield Relief: Last week saw rates fall modestly, helping the S&P 500 Index to an eighth straight week of gains. Broader
What Happened Last Week Breadth Expands: Cyclical and smaller-cap parts of the market continue to lead the major indices. Sell the News: Despite strong earnings,
Sales—a fundamental driver of corporate strength—are on the rise Stocks’ (mostly) steady march higher since April has some investors concerned about an overextended market. However,
A lengthy run for the S&P 500 These days, the stock market is showing up on both the “best of” and “worst of” lists. For
Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard
Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up
U.S. company profits continue to impress. Earnings season is in the home stretch, with more than 90% of the companies in the S&P 500 index
Most stocks have been laggards this year, but that could be starting to change. It’s no secret that a minute group of tech stocks has
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between
U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level of risk in domestic equities