The week’s performance reflected a market driven by improving...
The week’s performance reflected a market driven by improving macro conditions and solidifying sector leadership.
Key Shifts You Can't Miss
The week’s performance reflected a market driven by improving macro conditions and solidifying sector leadership. Strength in growth-oriented areas was supported by reduced geopolitical risk and easing inflation concerns, which pressured oil prices and weighed on energy. Meanwhile...
Looking ahead, markets are likely to remain sensitive to incoming economic data, particularly inflation and labor trends. Easing yields and a softer dollar could continue supporting equities, especially growth sectors and gold, while geopolitical developments remain a key swing factor. Investors will also...
Investors Look Beyond Iran, Return to 'Soft Landing' Hopes
Source: Seeking Alpha, as of 12:00 pm, May 8, 2026
Stocks Notch Another High Mark as Macro Improves
U.S. equities pushed to fresh all-time highs in the first full week of May, as risk appetite strengthened alongside improving macro conditions and easing geopolitical concerns. Technology stocks led sector performance, rallying nearly 5% on the week, as investors rotated back into growth as lower oil prices eased inflation fears. Optimism surrounding...
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Sterling is Winning, +1,252%**—Are You Positioned?
We doubled down on the power of quant, and it paid off. After adding STRL to Alpha Picks on 8/1/23 and again on 8/1/25, the stock surged another 40% this week.
We'll continue to track the trends that matter most and bring you clear, informative insights every week. Until then, wishing you a productive and profitable week ahead.
- Steven Cress and the Seeking Alpha Quant Team
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*Performance between July 1, 2022 and May 7, 2026.
**STRL performance August 1, 2023 through May 7, 2026.
Alpha Picks adds two stocks per month—on the closest business day to the 1st & 15th. Alpha Picks removes stocks based on rating thresholds (i.e., when a rating changes to a sell). Performance is calculated and reported daily using time-weighted returns. For more details on the performance calculation and methodology of Alpha Picks, click here.
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