FTAI Aviation Ltd

Sprouts Farmers Markets

Insmed

Vaxcyte

Applied Industrial Technologies

Mueller Industries

Fabrinet

Fluor

Carpenter Technology

HealthEquity

iShares Russell 2000 ETF

IWM tracks a market-cap-weighted index of US small-cap stocks. The index selects stocks ranked 1,001-3,000 by market cap.

SPDR S&P Regional Banking ETF

Invesco QQQ

Like a fingerprint, each market is unique. However, as Stock Strategist Andrew Rocco illustrates, 2023 is especially abnormal, with many extremes.

A Deep Dive into 2023's Surprising Trends (8 Extreme Charts)

SPDR S&P 500 ETF Trust

History tells us that market pullbacks are an inescapable part of investing. However, markets can change on a dime when the crowd least expects it, so investors should keep a long-term perspective.

Market Correction: 5 Reasons to Keep a Long-term Perspective

The Russell 2000 index is in trouble as interest rates punish America's small-cap companies get punished by high-interest rates. The closely watched iShares Russell 2000 ETF (IWM) has plunged to $163.72 and is hovering near the lowest level since November 2020.

Russell 2000 (IWM) ETF set to do something it hasn't done in 15 years

Invesco S&P 500 Equal Weight ETF

Small-cap investing has changed and may no longer add significant value to portfolios compared to the past. The S&P 500 has become skewed toward larger companies, making lower-capitalization stocks within the index the "new small-cap stocks.". Small-cap value investing has lost its advantage over the past decade, and modern markets prioritize popularity and shorter attention spans.

RSP Versus IWM: Do We Even Need Small Caps Anymore? Maybe Not.

Small-company stock indexes reached for new 52-week lows this week, indicating a bearish market trend. Rotten breadth participation outside of a handful of Big Tech names this year has historically indicated a topping market and approaching bear. When we include the inverted Treasury yield curve since late 2022 and now rising crude oil prices into the economic mix, the odds of a recession are nearing 100%.

IWM Small Caps: New 52-Week Low, Everything Is Not Fine

Apple

Amazon

SPDR Dow Jones Industrial Average ETF

Microsoft

NVIDIA

The Nasdaq 100 Faces A Major Breakdown

Small caps have struggled due to high interest rates and weak fundamentals. They have continued to suffer from underperformance against the S&P 500. The Russell 2000 is relatively well-diversified. However, most companies in the index aren't assessed to have sustainable competitive advantages. Intensifying geopolitical risks and adverse market conditions suggest caution for the Russell 2000. I explain why I anticipate small caps to continue underperforming in the near term.

IWM: Small Caps Are Back In The Danger Zone

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares JP Morgan USD Emerging Markets Bond ETF

iShares Core S&P 500 ETF

SPDR Bloomberg High Yield Bond ETF

PIMCO Enhanced Short Maturity Active ETF

iShares National Muni Bond ETF

iShares Short Treasury Bond ETF

SPDR Nuveen Bloomberg Municipal Bond ETF

Investors were net sellers of fund assets for the third week in four, withdrawing a net $17.6B for the LSEG Lipper fund flows week ended October 11. The prospect of an end to Federal Reserve rate hikes buoyed U.S. stocks and bonds during the most recent fund flows week. For the fifth consecutive week, taxable bond funds (ex-ETFs) witnessed net outflows, handing back $2.7 billion this past week - while posting a 0.76% market return on average for the fund flows week.

U.S. Weekly Fund Flows Insight Report: Despite Dovish Fed Comments, ETF And Conventional Fund Investors Were Net Redeemers During The Fund Flows Week

SPDR S&P Retail ETF

I spent all of last week in the media and in print, going over the importance of 2 key indicators.

Small Caps and Retail Stocks Hold Line in the Sand

Sophisticated and adventurous investors seek alpha - that is outperformance. The five elements outlined in this article will put you on the pathway to investment outperformance.

Focus on 5 Elements to Achieve Alpha

The bearish forecast for stock indices still appears to be on track, and we expect to see more declines going into spring 2024. Our previous post covered the ETF analogue to the S&P 500 Index, and this week we examine the implications of an Elliott wave triangle pattern in the iShares Russell 2000 ETF (NYSEARCA:IWM).

Russell 2000 (IWM) Bearish Elliott Wave Triangle Pattern (and Implications)

Vanguard Russell 2000 ETF

American stocks have come under intense pressure in the past few weeks as the fear and greed index is nearing the extreme fear zone of 25. The Dow Jones has dropped by more than 5.5% from its highest point this year.

Here's the biggest risk for Russell 2000 ETFs like IWM, VTWO

Small stocks, as represented by the Russell 2000 index, have underperformed compared to the S&P 500 over the past 5 years and 12 months. The stimulus measures and market trends that benefited large-cap stocks did not have a major impact on small-cap stocks. The Russell 2000 index is currently facing a potential major breakdown, which could signal a US recession.

IWM: Small Stocks Facing A Major Breakdown

United States Brent Oil Fund LP

First Trust NASDAQ Global Auto Index Fund

Invesco DB Oil Fund

WisdomTree Bloomberg US Dollar Bullish Fund

United States 12 Month Oil Fund LP

United States Oil Fund LP

Invesco DB US Dollar Index Bullish Fund

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

Wall Street has been on a tough ride lately and is expected to be volatile this week as well, given the UAW strike, Fed meeting, oil price at $95 per barrel and strength in the dollar.

ETFs to Watch This Week

Mega cap stocks have significantly outperformed small cap stocks over the past decade, with a 10-year total return of 227% compared to 99% for small caps. The concentration of ETFs in mega-cap stocks has likely created a positive feedback loop that has pushed their valuations to extremes. The Russell 2000 ETF IWM appears undervalued compared to mega-cap stocks and has the potential to outperform the S&P 500 over the next five to ten years.

IWM: Long Small Caps, Short Mega Caps As The 'Concentration Bubble' Unwinds

iShares Currency Hedged MSCI EAFE ETF

iShares U.S. Aerospace & Defense ETF

The U.S. dollar is experiencing significant gains in recent weeks, logging the longest rally in years.

5 ETFs to Tap on the Longest Dollar's Rally in Years

iShares iBoxx High Yield Corporate Bond ETF

iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

Invesco Russell 1000 Dynamic Multifactor ETF

iShares 0-3 Month Treasury Bond ETF

iShares Short-Term National Muni Bond ETF

iShares TIPS Bond ETF

Technology Select Sector SPDR Fund

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the second week in a row, injecting a net $9.6 billion for the LSEG Lipper fund-flows week ended Wednesday, September 6. Equity ETFs witnessed net outflows for the second week in three, handing back a little more than $1.4 billion for the most recent fund flows week. For the first week in three, taxable fixed income ETFs experienced net outflows, handing back $1.1 billion this week.

Rise In Oil Prices And Treasury Yields Push ETF And Conventional Fund Investors To Money Market Funds During The Fund Flows Week

Avantis U.S. Small Cap Value ETF

Blackrock Large Cap Value Etf

Capital Group Growth ETF

WisdomTree Japan Hedged Equity Fund

Franklin FTSE Japan ETF

JPMorgan Active Small Cap Value ETF

VanEck Morningstar Wide Moat ETF

American Century U.S. Quality Growth ETF

iShares MSCI USA Quality Factor ETF

Astoria US Quality Kings Etf

T Rowe Price Blue Chip Growth ETF

Vanguard FTSE Developed Markets ETF

Harbor Long-Term Growers ETF

After a slow start to asset gathering, U.S.-listed equity ETFs were in vogue during the summer. At the end of August, the asset category had $165 billion of net inflows, more than $125 billion for fixed income.

Equity ETFs Are Shining, But What's Next?

Amgen

bluebird bio

Caterpillar

Cisco Systems

Chevron

Dow Inc

Erasca Inc

Intel

Johnson & Johnson

McDonald's

Walmart

Two new sample Breakout Stocks for Week 35 curated by the MDA model for a 10% short-term upside along with a Dow pick. The Momentum Gauges, S&P 500 Gauges, and Weekly Gauges all continue negative after the longest positive signal since March 2021 on the weekly gauges. Last week three of the four picks gained over the 10% mark, closing up an average of +9.17% for the week with strong Segment 6 momentum.

August MDA Breakout Stocks Week 35 - 2023: High-Frequency Gainers To Give You An Edge

JPMorgan Ultra-Short Municipal Income ETF

iShares 0-5 Year TIPS Bond ETF

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the first week in three, withdrawing a net $16.7 billion. Equity ETFs witnessed net outflows for the second week in three, handing back a little more than $7.8 billion for the most recent fund flows week. For the second week in three, taxable fixed income ETFs experienced net inflows, taking in $333 million this week.

U.S. Weekly FundFlows Insight Report: Investors Give A Cold Shoulder To Equity Funds For The Fund Flows Week

Vanguard S&P 500 ETF

Overall, ETFs pulled out $6.2 billion in capital last week, taking year-to-date inflows to $279.1 billion.

5 ETFs That Saw Most Inflows Last Week

Alcoa

Discover

iShares Floating Rate Bond ETF

Proshares Short 20+ Year Treasury

ProShares Short 7-10 Year Treasury

iShares Treasury Floating Rate Bond ETF

China's disappointing economic data and a surprise rate cut from the Central Bank dampen market sentiment. Long-term resistance on the 10-year U.S. Treasury yield at 4.30% is a key level to watch.

Wall Street's Freaky Season, Trading Updates And China's Disappointing Data

The latest minutes from the July Fed meeting revealed the possibility of longer-than-expected higher interest rates, pushing the U.S. dollar higher.

ETFs to Gain on a Strong Dollar

Global X Artificial Intelligence & Technology ETF

iShares Core S&P Small Cap ETF

SPDR Portfolio Small Cap ETF

Vanguard Small-Cap ETF

Schwab U.S. Small-Cap ETF

This year has been the year of innovation, with artificial intelligence (AI) all the rage. Yet, many advisors are focusing on other investment styles to round out client portfolios.

Chart of the Week: Small Cap ETFs Come in Different Packages

August is historically volatile, causing turbulence in the growth stock arena, but market liquidity remains plentiful. The growth-oriented iShares Russell 2000 ETF is undergoing a corrective pullback but is expected to resume its rising trend.

IWM: Liquidity Factors Support The Bull's Continuation

News for iShares Russell 2000 ETF ETF (IWM)