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The U.S.-China trade war is dominating the investment landscape. But if you avoid certain big-name multinational stocks, it shouldn’t impact your portfolio.

Enovix Warrant (ENVXW) Follow Up. Exercise Enovix Warrants (ENVXW)

Before we dive into this week’s covered call idea we are going to first move on from our position in Credo (CRDO) as the stock finished below the 40 strike price on Friday, which means the call we sold expired worthless, leaving us with our stock position today which is now trading back above 40 (great!).

Good gracious, last week was volatile for the market as the indexes moved violently day-to-day. Yet, by the close of trading on Friday the S&P 500 and Dow were only down marginally on the week, while the Nasdaq had declined by 1.5%.

Last week, we saw the market begin to hesitate and leading stocks begin to take on some water on some earnings reports—combined with good-not-great action from the major indexes in the weeks before, that put the overall intermediate-term trend on the fence.

For the second straight week, the leading indexes went in vastly different directions as the S&P 500 fell 0.6%, the Dow lost 1.9%, and the Nasdaq gained 1%.

Despite plenty to worry about in the market including the rising tensions in the Middle East and the short-lived port strike, impressively the S&P 500, Dow and Nasdaq all rose marginally last week.

It was a down week for the market as the Dow initially led the indexes lower early in the week, then was followed by the Nasdaq later in the week. Though on a positive note, the market rebounded nicely from its lows on Friday afternoon.

By week’s end the S&P 500 was down marginally, while the Dow and Nasdaq both lost 1%.

Despite some troubling signs under the surface of the market, mega-cap tech once again led the indexes’ charge higher. And because of the heavy weighting of these tech stocks in the S&P 500 and Nasdaq, those indexes gained 1.8% and 3.75%, respectively, while the Dow fell 0.4% on the week.

It was a mostly quiet week for the market, which isn’t terribly surprising as traders have moved past the Federal Reserve event and have turned their attention toward the election. By week’s end the S&P 500 had gained 0.4%, the Dow had rallied 0.5% and the Nasdaq had fallen 0.55%

Even when the headlines are bad, there are always opportunities in the market, and these three stocks offer resiliency and compelling stories.

It seemed like the post-Fed action from two weeks ago may have paved the way for another leg up in the leadership. While that’s not off the table, we’re continuing to see a lot of crosscurrents out there as money sloshes around. What does it mean? Not much yet, as the major evidence remains positive.

It’s been a poor week for the market, with the big-cap indexes down in the 2% range coming into today, and broader indexes like small and mid-caps are off more, with growth stocks also lagging.

It’s been another choppy week with not much net movement in the indexes. As of this morning, the S&P 500, Nasdaq and NYSE Composite are all flat on the week—though in the bond market, there was a big move, with five- and 10-year Treasury yields up 0.2% to 0.25%.

Despite a mid-week wobble in tech (especially AI stocks), the bulls stepped up Thursday and Friday, and by week’s end the indexes finished mostly mixed. The S&P 500 gained 0.1%, the Dow lost 0.7%, the Nasdaq rose by 0.5% and the Russell fell 0.9%.

Happy New Year! Just as a reminder, we had a special Movers & Shakers on Monday as there was no regular Top Ten issue—and we have a brief update today, with our latest thoughts on the market as the calendar’s flipped and updated stops. We (and most big investors) will be back at it in full come Monday.

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The market closed the year on a weak note, with the major indexes all slipping the final few days of 2025, led by growth-y areas, which continue to lag. Today’s pop is a good start to the year, though, which keeps the overall evidence in much the same spot as it has been.

The underlying trends that have been in place for the past few weeks pushed further in this first full week of the new year, where we saw many broader indexes advance nicely, with most kissing new high ground. On the flip side, the big-cap indexes were up but lagged, with the Nasdaq bringing up the rear, with many hot stocks from last year getting hit (presumably on some tax-related selling).

Housekeeping: With Santa coming soon, we have some changes to the schedule. Next week, we’ll have your Top Ten issue as normal—but there will be no Movers & Shakers next Friday. As for the following (post-Christmas) week, there will be no Top Ten issue on Monday (December 29), but we will do a full-fledged M&S update that day so you’re on top of things. See you Monday and good luck wrapping!

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It’s been a modestly down week for the market, with just about every major index in the red, though not hugely so, generally in the 1% range.

Cabot Wealth Network has seen it all after more than 50 years in the business, and we’ve found that these three habits are the keys to investing success.