In most years, especially in strong up years, the Nasdaq 100 has stood taller than the S&P 500, driven largely by the tech sector's outsized gains. Invesco's Q3 update shows QQQ with a NAV gain of 8.94 percent in Q3 2025, edging out the S&P 500's 8.12 percent. Still, outperformance on the way up does not guarantee the same result going forward, particularly if tech shifts from boom to sudden slowdown. ...

This article's mission is clear: to alert some investors to something that the masses of investing gurus and salespeople don't put in front of them. It's a mad, mad, mad world of constant information bombardment. We've never had so muchI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been char ...

Market Performance - Wall Street experienced poor performance in the last trading session, with SPY slipping 0.9%, DIA tumbling 1.2%, and QQQ moving 0.9% lower [1] ETF Trading Volumes - Two specialized ETFs showed significant trading volumes, exceeding normal levels, with both experiencing volumes more than double their average [1] Invesco Biotechnology & Genome ETF (PBE) - PBE had a trading volume of 20,471 shares, which is 4.03 times its average of 5,075 shares, and it lost about 0.3% in the last session while gaining 6.1% over the past month [2] First Trust NYSE Arca Biotechnology ETF (FBT) - FBT saw around 89,466 shares traded, which is 4.12 times its average of 21,699 shares, and it inched up 0.2% in the last session, with a gain of 5.7% over the past month [3]

This article is not about US President Donald J. Trump or his administration. These are my observations about what has transpired in financial markets globally, in summary, since Nov. 11, 2024.I'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980s, and I spe ...

Group 1 - The Capital Group Dividend Value ETF (CGDV) has been positively reviewed, with a strong buy recommendation given by the analyst [1] - The analyst manages portfolios and focuses on macro strategy and investment advice, indicating a professional background in investment analysis [1] - The analyst also shares insights through various platforms, including YouTube and Substack, highlighting a commitment to disseminating investment knowledge [1] Group 2 - The analyst holds a beneficial long position in shares of META and CGDV, indicating confidence in these investments [2] - The article expresses the analyst's personal opinions and is not influenced by external compensation, suggesting an independent viewpoint [2] - There is no business relationship with any mentioned companies, reinforcing the objectivity of the analysis [2]

The Nasdaq 100 Index and its related ETFs, like QQQ and JEPQ plunged last week as concerns about technology valuations and the ongoing government shutdown continues. It plunged to $25,000 from the yea... ...

Market Performance - Wall Street experienced poor performance in the last trading session, with SPY slipping 0.9%, DIA tumbling 0.7%, and QQQ moving 1.7% lower [1] ETF Trading Volumes - Two specialized ETFs showed significantly higher trading volumes, exceeding normal levels, with both experiencing volume levels more than double their average for the most recent trading session [1] EEMA ETF Details - The iShares MSCI Emerging Markets Asia ETF (EEMA) had a trading volume of approximately 210,379 shares, which is 2.72 times its average volume of about 77,361 shares, while EEMA lost about 0.6% in the last trading session and gained 0.4% over the past month [2] EDZ ETF Details - The Direxion Daily MSCI Emerging Markets Bear 3x Shares (EDZ) ETF saw around 223,668 shares traded, which is 4.24 times its average of 53,610 shares per day, with EDZ gaining 1.3% in the last session but losing 2.8% over the past month [3]

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - It highlights the experience of the analyst in leading teams for model validation, stress testing, and regulatory finance, showcasing a deep expertise in both fundamental and technical analysis [1] - The collaboration between the analyst and their research partner aims to deliver high-quality, data-driven insights, focusing on macroeconomic trends, corporate earnings, and financial statement analysis [1] Group 1 - The analyst has over 20 years of experience in the field, specializing in uncovering high-growth investment opportunities [1] - The approach combines rigorous risk management with a long-term perspective on value creation [1] - The focus is on providing actionable ideas for investors seeking to outperform the market [1]

Core Insights - Bitcoin experienced a rally of over 3% after dipping below $100,000 for the first time since June, indicating potential recovery in the crypto market [1] - The recent decline in Bitcoin was attributed to various market pressures, including government shutdowns and a hawkish Federal Reserve, which affected market liquidity and risk appetite [3][4] - The recent deleveraging event in Bitcoin was noted as the largest in history, with ongoing ripple effects still being felt in the market [7][8] Market Dynamics - Bitcoin's break below its 200-day moving average is a significant technical indicator that traders are closely monitoring [2] - Funding stress observed in the secured overnight financing rate may signal early signs of market stress, although it has not yet impacted credit markets or bank equities [5][6] - The correlation between crypto and stock markets, particularly the NASDAQ 100, has been strong, with market makers trading both asset classes [10] Historical Context - Historical data suggests that after six consecutive months of stock market gains, there is an average gain of 3% in the following month, indicating potential for continued upward movement [11] - The current market environment, characterized by stretched valuations, particularly in AI-related stocks, may lead to a broader market expansion as investors seek mean-reverting opportunities [12][13] Investment Sentiment - Institutional investors are increasingly focusing on long-term positioning, with discussions extending beyond 2026, reflecting a strategic approach to current market conditions [13] - Despite concerns over valuations, key AI stocks are still viewed as reasonably valued due to their strong growth rates, suggesting continued interest in this sector [13]

I'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980s, and I spent decades an an investment advisor and fund manager before semi-retiring in 2020. Now, this investing group is my focus. The markets tells us a story…we just have to listen! I teach subscriber ...