U.S. Equity Strategy Updates

Through the cross-currents of military conflict, tightening natural resource supplies, AI disruption, and private credit concerns, the MarketVector™-GammaRoad U.S. Equity Strategy Index maintained its conservative positioning to enter March...

Investors were rewarded with a positive start to the year as the S&P 500 Total Return Index returned +1.45% for January. The MarketVector™-GammaRoad U.S. Equity Strategy Index (Bloomberg: MVGMMA Index), which had reallocated at the end of 2025...

2025’s “Tariff Tantrum” presented the MarketVector™-GammaRoad U.S. Equity Strategy Index (Bloomberg: MVGMMA Index, “MVGMMA”) with its first live test of bear market conditions...

The equity market’s rally took a bit of a breather in December yet still delivered its eighth consecutive positive month on a total return basis. The S&P 500 Total Return Index...

Last month we discussed the increasing prevalence of the “bubble” question. During November that chorus only grew louder, and was often accompanied by the refrain “Why worry when the market is at all-time highs?” This sounds like...

The equity market’s relentless march higher since its April low has given way to an increasing chorus of investors asking “Is this a bubble?” Indeed the market...

Last month we discussed the market’s seasonal tendency for weakness in September. The market convincingly bucked that trend this year and reached a notable performance threshold on a longer-term basis...

Many markets across asset classes can demonstrate seasonality to their historical performance, and the U.S. equity market is no exception. While the summer months typically deliver a favorable return profile, September has certainly earned its reputation as the least favorable month of the year for U.S. equities...

Many investors have likely heard some version of the market adage “The trend is your friend until the end when it bends.” The U.S. equity market stayed true to this notion and continued its rally through July as...