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Weekly Market Movers | October 19, 2026

Markets saw a sharp divergence beneath the surface as AI-related stocks and data center financing came under pressure, while investors weighed resilient economic data, rising oil prices, attractive Treasury yields, and a pivotal week of earnings ahead.
10/19/2026
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Investment Insights

At the end of September, I made a tactical adjustment to our ETF and mutual fund portfolios. I generally do not make changes before our quarterly webinar and only do so when something meaningful has changed.
10/16/2026
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Strategy Newsletter – 4th Quarter 2026

The concern was that one of these catalysts would lead to layoffs. Although job growth has been low, so is the breakeven level needed to keep unemployment steady. Surveys show that jobs are harder to find than they were a few years ago. Historically, unemployment would be expected to move higher from here.
10/9/2026
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