Historically, May through October is a weaker period for markets, averaging gains of around 2% compared to roughly 7% from November through April. However, May got off to a strong start as the S&P 500 (S&P) and Nasdaq Composite (Nasdaq) both reached record highs in the opening week. While the rest of the month wasn’t a straight shot higher, the rally continued. The S&P broke above 7,500 for the first time, the tech-heavy Nasdaq crossed both the 25,000 and 26,000 milestones, and the Dow Jones Industrial Average (DJIA) climbed above 50,000 before ending May with its first-ever close above 51,000.
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Weekly Update for the week ending May 29, 2026
Behind the Wheel: Driving Your Portfolio
What does Formula 1 racing have in common with investing? More than you might think. While most people focus on the car crossing the finish line first, success in F1 depends on dozens of moving parts working together behind the scenes. Investing works much the same way. Markets are shaped by countless interconnected forces, from economic data and interest rates to sector leadership and investor behaviour. This week, I explore why building wealth is less about finding the fastest stock and more about navigating the twists and turns of the market with discipline and patience as you work toward your own financial finish line.
Weekly Update for the week ending May 22, 2026
Hawk or Dove? The Fed’s Next Chapter
Jerome Powell’s era at the Federal Reserve has come to an end, and Kevin Warsh now takes over one of the most powerful positions in global finance. With inflation, interest rates, and economic growth all hanging in the balance, investors are now asking the big question: will the Fed’s next chapter be led by a hawk or a dove?
Monthly Portfolio Update April 2026
While March ended as one of the toughest months in years, April delivered a strong rebound. All four major indexes recovered sharply, erasing losses and posting one of their best monthly performances since the pandemic rebound in 2020.
Weekly Update for the week ending April 24, 2026
How Valuation Is Calculated (In Simple Terms)
Valuation can sound complicated, but at its core it comes down to a simple idea: how much are you paying for what a business produces? This week, I break down two of the most common tools investors use – P/E and P/FCF – and show how they help put a price on a company’s earnings and cash flow.
Weekly Update for the week ending April 17, 2026
When I got back into investing, one of the most common terms I heard was valuation. I knew what value was – one always wants to get good value for their money, or not overpay for an item. But the term “valuation” seemed a bit different, although I could never quite put my finger on why it felt separate from simply “getting good value for your money.” The difference, I eventually realized, is that in investing, price and value don’t always move together – and that gap between the two is where a lot of opportunity (and risk) tends to show up. This week, I’ll break down what valuation actually means and why it matters when you’re trying to get good value for your money in the stock market.