Oil Drops, Stocks Climb: A Better Mood, But Not Quite A Victory Lap

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] Stocks started the new month on the right foot after President Trump said planned strikes against Iran had been called off and that talks would resume. The news took some geopolitical premium out of the market, sending oil prices sharply lower and giving investors a reason to put risk assets back in their shopping carts. Crude …

ETF Tracker Newsletter For July 31, 2026

Ulli ETF Tracker Contact

ETF Tracker StatSheet           You can view the latest version here. JULY’S FINAL LESSON: EARNINGS IMPRESS, BONDS STILL MATTER [Chart courtesy of MarketWatch.com] If we were chatting over coffee this morning, I’d say the market’s main message was simple: earnings are still driving the bus, but interest rates keep grabbing the steering wheel. Stocks spent Friday bouncing between gains and …

Weekly StatSheet For The ETF Tracker Newsletter – Updated Through 07/30/2026

Ulli ETF StatSheet Contact

ETF Data updated through Thursday, July 30, 2026 How to use this StatSheet: These are the main indicators that tell you when to buy or sell Domestic and International ETFs (section 1 and 2). They do that by comparing their position to their long-term M/A (Moving Average). If they cross above, and stay there, it’s a green light to buy. …

AI Winners Take The Wheel: Stocks Surge, Gold Shines, Bitcoin Tags Along

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] It looked like the market served up a classic reminder that investors have a short memory when there’s good news on the table. After yesterday’s Fed-induced selloff, stocks came roaring back, led by Microsoft, whose Azure-fueled earnings report had investors reaching for a second helping. Semiconductor stocks happily joined the feast, turning AI optimism back into …

Fed Relief Rally Meets Geopolitical Reality

Ulli Market Commentary Contact

[Chart courtesy of MarketWatch.com] Stocks came out of the gate on the wrong foot as higher oil prices and continued weakness in chip stocks kept sellers in control. The Fed’s decision to leave rates unchanged briefly changed the mood, sparking a relief rally that had traders feeling a little better about life. That optimism didn’t last long. News of Iran’s …