AI drove an estimated 43% of Q2 GDP growth, with the “Magnificent Seven” plus AVGO now comprising 37% of the S\&P 500. While top tech names posted strong earnings, PVG sees limited near-term upside, favoring select second-tier stocks. Sector gains were led by tech, communications, and industrials, with gold surging nearly 30% YTD.
Read BlogMarkets declined amid weakening job data and rising rate cut expectations. Investors eye tech leaders, retail strength, and tactical stock opportunities.
Read BlogMarkets gained modestly last week as earnings estimates improved and investor sentiment stabilized. Eyes now turn to the Fed’s upcoming decision and key economic data.
Read BlogMarkets dipped slightly last week as investors await potential Fed rate cut signals and key tech earnings. PVG remains cautiously optimistic, emphasizing profit-taking and sector rotation amid strong technicals and policy tailwinds.
Read BlogGeopolitical tensions and Fed policy shifts are shaping the market outlook. A potential oil price spike and interest rate cuts may drive sector rotation and tactical opportunities ahead.
Read BlogMarkets are up in 2025, but high valuations and tariff concerns are prompting caution. PVG sees modest growth ahead and advises selective profit-taking.
Read BlogMarkets rallied in June amid easing geopolitical tensions and optimism around Fed rate cuts and upcoming earnings. Valuations remain high, but select opportunities persist.
Read BlogGeopolitical tensions and Fed policy remain key market drivers. PVG trims equity exposure ahead of seasonal weakness, favoring select energy, financial, and consumer stocks.
Read BlogMarkets dipped slightly amid geopolitical tensions and Fed uncertainty, while energy and gold outperformed. PVG trims equity exposure ahead of seasonal volatility.
Read BlogMarkets are nearing all-time highs with strong sector rotation into energy and healthcare. Key inflation data and jobless claims are in focus this week.
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