August 2, 2026
Weekly Market Outlook
By Geoff Bysshe
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By Geoff Bysshe
Higher long-term interest rates are becoming a more meaningful headwind, even as the major indexes remain resilient. Market momentum has become increasingly selective, suggesting the rally may be less broad than the indexes imply. This week's earnings from Meta, …
July 26, 2026
Weekly Market Outlook
By Geoff Bysshe
Three trends are going to shape the rest of the year.
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Market Outlook Premium
By Geoff Bysshe
The July Calendar Ranges are revealing an important market rotation. Semiconductors are weakening, while energy, industrials, transportation, and healthcare are emerging as leaders. Strong earnings reports from several important market leaders have been met with selling. So far, rotation …
July 24, 2026
Active Investing Edge
By Geoff Bysshe
Geoff stated that he is currently more bearish than he has been in a very long time due to the extreme risks at current market inflection points and the concerning trend of stocks reacting negatively to positive earnings. …
July 19, 2026
Market Outlook Premium
By Geoff Bysshe
Summary: The 3-2-1 crack spread has reached an extreme, with important implications for inflation, Fed policy, gasoline prices, and refining stocks that recently broke out to all-time highs. IBM’s historic 25% collapse demonstrates how rising memory costs and concentrated AI …
Weekly Market Outlook
By Geoff Bysshe
Summary:
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July 13, 2026
Active Investing Edge
By Geoff Bysshe
Geoff stated that the market opened with a significant gap lower in the semiconductor sector (SMH), which landed right at a critical technical inflection point near its 50-day moving average and a previous reversal level. He noted that …
July 12, 2026
Weekly Market Outlook
By Geoff Bysshe
Summary
Every week you'll gain actionable insight with:
Market Outlook Premium
By Geoff Bysshe
Summary Despite higher inflation, weaker GDP forecasts, and rising interest rate expectations, the market continues to climb on confidence in corporate earnings. This earnings season may determine whether investors continue rewarding strong results—or begin viewing them as "peak earnings." …