Stocks Just Had Their Worst Week in a Year. The Companies? Still Fine.
Weekly Market & ValueAligned Portfolio Review — trading week of June 1–5, 2026 The short version The S&P 500 — a list of 500 of the biggest U.S. companies — fell 2.6% last week. Tech stocks fell harder, down 5.6%. Almost all the selling hit the biggest tech and AI names. The average stock barely […]
The week the S&P 500 stayed quiet while everything else got loud
TL;DR Oil jumped almost 12% after fighting near Iran shut down a key shipping lane, and U.S. crude closed at $105.90 a barrel. Prices for shoppers rose to 3.8% over the past year, the hottest reading since May 2023. The Senate confirmed Kevin Warsh as the new Federal Reserve Chair by a 54 to 45 […]
S&P 500 Hits 7,165: Why 5 VAP Earnings Beat Got Sold Off Anyway
Week ending Friday, April 25, 2026 | Berk on Value | VAP Wealth Advisors TL;DR Five VAP holdings reported earnings this week. All five beat. Three got hammered anyway. The headline S&P 500 record close at 7,165 hides what is actually moving the tape. Intel printed a blowout Q1 , with Data Center & AI […]
How the Iran Conflict and $111 Oil Are Shaping Stocks – Weekly Market Review
One Variable Rules This Market: Oil, Iran, and the Week That Showed Investors What Really Matters April 5, 2026 | David Berkowitz, CFA | VAP Wealth Advisors TL;DR The S&P 500 snapped a five-week losing streak with a 3.4% gain through Thursday, April 2, led by mega-cap tech and semiconductors — then the weekend changed […]
How the $8.8 Trillion AI Spending Boom and Iran Conflict Impact Your Portfolio
The American Spending Boom, the Great Rotation, and What the Iran Conflict Means for Your Portfolio TL;DR The U.S. is in the middle of a massive business investment cycle. Announced private and foreign investments have reached roughly $8.8 trillion, driven by artificial intelligence infrastructure and domestic manufacturing. The stock market is broadening. The equal-weight S&P […]
March 2026 Market Review: Iran Oil Shock, Job Losses, & the Software Rally
War with Iran, oil above $90, a 92,000-job loss, and the software rally that no one expected Published: March 8, 2026 | Red Bank, NJ TL;DR — Weekly market summary The S&P 500 closed at 6,740.02 on March 6, falling 2.0% for the week and reaching its lowest close of 2026 after U.S.-Israeli strikes on […]
