July 20, 2025
Big View Analysis
By Keith Schneider
Summary: Markets remain in a broadly risk-on posture, with new all-time highs in the Nasdaq and S&P, strong sector performance–including surprising strength in both Technology and Utilites–and continues leadership from growth stocks and …
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July 13, 2025
Big View Analysis
By Keith Schneider
Summary: Despite a modest pullback in equities, risk-on conditions remain mostly intact with crypto and semiconductors hitting new highs, volatility declining, and growth continuing to outperform value. However, underlying market internals have weakened …
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By Keith Schneider
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July 6, 2025
Big View Analysis
By Keith Schneider
Summary: Markets are firmly in risk-on mode, with bullish price action across sectors, strengthening internals, surging growth leadership, and volume signaling broad accumulation. Although gold and interest rates remain in consolidation, the market …
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June 29, 2025
Big View Analysis
By Keith Schneider
Summary: Markets posted strong gains across major indexes with broad sector participation and improving internals, signaling a clear "risk-on" environment supported by easing geopolitical tensions, lower volatility, and bullish signals in global equities. …