The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses

On July 8, 2026, with the S&P 500 sitting at 7,467 and the Russell 2000 down over 2% in five days, there's a quiet rotation happening beneath the surface. Lucas and Luna explore how value stocks, particularly energy and financials, are beating growth as the Fed's 'family fight' over rates drags on. They break down why Chevron is up over 6% in a week while the NASDAQ lags, what the GDP growth rebound to 2.1% means for cyclicals, and why the Russell's recent weakness might actually signal a healthy regime shift. No hot takes—just a specific look at the numbers driving today's market.

#ValueStocks #GrowthStocks #MarketRotation #EnergyStocks #Financials #Chevron #ExxonMobil #JPMorgan #FederalReserve #GDP #Russell2000 #S&P500 #NASDAQ #Summer2026 #Business #Investing #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo

The S&P 500 is up, but beneath the surface, a brutal rotation is underway. Energy stocks are surging while tech and small caps are getting hammered. Lucas and Luna dig into the numbers: oil is up 25% year-to-date, the Nasdaq is down 1.5% in the last five days alone, and the S&P 500 energy sector has gained 18% in the same period. They break down why this is happening—geopolitical tension in the Middle East, a supply squeeze from OPEC+ cuts, and a Federal Reserve that's holding rates higher for longer. They also examine what this means for the rest of earnings season: will the energy rally spill over into other sectors? And is this a buying opportunity for tech, or a signal to stay defensive? Specific stock moves: ExxonMobil up 3.6% and Chevron up 5% in the last week. For listeners trying to navigate a market that feels like two different worlds, this episode offers a clear map of the forces driving the split.

#OilStocks #EnergySector #MarketRotation #TechStocks #Nasdaq #S&P500 #ExxonMobil #Chevron #Geopolitics #MiddleEastTensions #OPECPlus #FederalReserve #EarningsSeason #July2026 #ValueStocks #GrowthStocks #Business #FexingoBusiness

Keep every episode free: buymeacoffee.com/fexingo

Oil prices surge as US launches strikes on Iranian targets after Hormuz Strait attacks. Lucas and Luna examine how this supply shock is reshaping earnings season for energy stocks. With oil majors like Exxon up 3.6% and Chevron up 5% in the past five days, they drill into the specific impact on refining margins, exploration budgets, and how the broader market rotation into value stocks may accelerate. They also discuss why low-volatility stocks are being recommended by UBS as a hedge, and what rising real GDP growth of 2.1% means for earnings quality. A focused look at one concrete angle: the oil supply shock's ripple effects through earnings season.

#OilSupplyShock #EarningsSeason #EnergyStocks #ExxonMobil #Chevron #MiddleEastTensions #MarketRotation #ValueStocks #LowVolatility #GDPGrowth #FexingoBusiness #BusinessPodcast #TheQuarterlyReview #Finance #Investing #StockMarket #HormuzStrait #USStrikes

Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into the massive market rotation unfolding in July 2026. With JPMorgan up 3.5% and Bank of America up 5.3% in five days, bank stocks are leading the charge while small caps and tech lag. They explore why big banks are benefiting from a higher-for-longer interest rate environment, improving loan demand, and a steepening yield curve. Lucas breaks down the mechanics of net interest margin expansion, while Luna questions whether this rally has legs if the economy slows. They also touch on how the S&P 500 hitting 7,520 masks a narrow market, with utilities and financials taking the baton from growth stocks. A sharp, conversational look at what's driving the rotation and what it means for portfolio positioning.

#BankStocks #MarketRotation #JPMorgan #BankOfAmerica #S&P500 #SmallCaps #ValueStocks #InterestRates #YieldCurve #NetInterestMargin #EarningsSeason #July2026 #PortfolioStrategy #Financials #Business #Finance #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo

The Dow just crossed 53,000 for the first time, but the Russell 2000 is flat. In this episode, Lucas and Luna dig into the growing divergence between large-cap banks like JPMorgan and Bank of America, which are up 3-4% in the last week, and small-cap stocks that can't get traction. They explore how deregulation, higher interest rates, and a strong economy are benefiting the biggest lenders while smaller companies struggle with higher borrowing costs and slower access to capital. Lucas brings specific data on JPMorgan's 3% weekly gain and Bank of America's 3.5% surge, while Luna questions whether this is a temporary rotation or a structural shift. The conversation also touches on the Fed's rate path, the real GDP growth rate of 2.1%, and why value stocks are beating growth in July 2026.

#BankStocks #SmallCaps #Dow53000 #JPMorgan #BankOfAmerica #Russell2000 #ValueStocks #GrowthStocks #MarketRotation #Deregulation #FedPolicy #InterestRates #GDPGrowth #LargeCapOutperformance #July2026 #StockMarket #Business #FexingoBusiness

Keep every episode free: buymeacoffee.com/fexingo

Episode 97 of The Quarterly Review examines the surprising outperformance of bank stocks in early July 2026. With the Dow briefly topping 53,000 and the S&P 500 at 7,537, financials like JPMorgan and Bank of America have surged 2-3% in the last five days, far outpacing the broader market. Lucas and Luna dig into why regional and money-center banks are benefiting from a steeper yield curve, resilient loan demand, and a rotation out of expensive tech names. They also discuss the risk of a prolonged inverted curve and what the Federal Reserve's next move might mean for net interest margins. If you're tracking market rotation, this episode provides a concrete framework for understanding why bank stocks are suddenly back in favor.

#BankStocks #MarketRotation #JPMorgan #BankOfAmerica #S&P500 #DowJones #NetInterestMargin #YieldCurve #FederalReserve #ValueInvesting #Financials #EarningsSeason #Business #Finance #StockMarket #FexingoBusiness #BusinessPodcast #TheQuarterlyReview

Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into a surprising market divergence in July 2026: the S&P 500 and Nasdaq are hitting new highs, but small-cap stocks are lagging, and value-oriented indices like the Russell 1000 Value ETF are quietly outperforming growth. They focus on one driver: the changing earnings picture at large banks. JPMorgan and Bank of America are up roughly 1.5-1.6% over the past week, while Chevron is down 1.1%, signaling a rotation out of energy and into financials. Lucas breaks down why higher-for-longer interest rates are boosting net interest margins, and why the market is starting to reward companies with actual earnings per share growth rather than narrative. Luna pushes back on whether this rotation is durable, pointing to the lagging small-cap Russell 2000 as a warning sign. They also touch on Goldman Sachs' recent call that AI and energy 'supply bust' will support the dollar, and what that means for multinational earnings. A concrete, numbers-driven conversation about what's working in this market and what isn't.

#ValueStocks #GrowthStocks #MarketRotation #JPMorgan #BankOfAmerica #Chevron #Russell2000 #S&P500 #Nasdaq #EarningsQuality #NetInterestMargin #HigherForLonger #GoldmanSachs #Business #Finance #Investing #FexingoBusiness #BusinessPodcast

Keep every episode free: buymeacoffee.com/fexingo

Episode 95 of The Quarterly Review digs into a timely call from Goldman Sachs. With the S&P 500 hitting 7,483 but small caps lagging, Lucas and Luna examine which undervalued stocks the bank says are 'well positioned' to outperform—and what that says about market breadth in mid-2026. They unpack Goldman's methodology, contrast it with the passive rush into mega-caps, and ask whether the Russell 2000's 0.5% weekly drop signals a real divide. Along the way, they explore how earnings quality and sector rotation are reshaping stock picks, and why Goldman's research note landed when it did. No fluff, no hype—just a focused look at one analyst call and what it reveals about today's market structure.

#GoldmanSachs #StockPicking #ValueInvesting #MarketBreadth #S&P500 #Russell2000 #SmallCaps #EarningsQuality #BusinessPodcast #FexingoBusiness #Business #Finance #InvestmentStrategy #WallStreet #UndervaluedStocks #SectorRotation #DividendStocks #PassiveInvesting

Keep every episode free: buymeacoffee.com/fexingo

Small-cap stocks have underperformed large caps for nearly two years. In this episode, Lucas and Luna examine the structural forces behind the Russell 2000's persistent weakness — index inclusion rules that favor mega caps, passive fund flows that amplify the divide, and rising interest costs that hit smaller companies harder. Lucas points to a specific data point: the Russell 2000 is down 0.5% over the past week while the S&P 500 rose 1.8%. The hosts debate whether the small-cap discount is a buying opportunity or a sign that the market is pricing in a two-tier economy. Luna brings up the recent Berkshire Hathaway energy acquisition as an example of how large companies are gobbling up smaller competitors. The episode concludes with a look at what would need to change for small caps to regain their footing.

#SmallCaps #Russell2000 #EarningsSeason #PassiveInvesting #IndexFunds #MarketStructure #TwoTierEconomy #BerkshireHathaway #MegaCap #StockMarket #Business #Finance #Investing #FexingoBusiness #BusinessPodcast #TheQuarterlyReview #LucasAndLuna #MarketInefficiency

Keep every episode free: buymeacoffee.com/fexingo

Index funds are a $12 trillion industry, but a paper from the Bank for International Settlements argues they quietly distort corporate behavior by concentrating voting power among a small group of asset managers. This episode examines how BlackRock, Vanguard, and State Street now control nearly a quarter of S&P 500 votes, and what that means for CEO pay, M&A strategy, and shareholder activism. Lucas and Luna walk through the paper's key findings, the counterargument from the indexing giants, and why this matters for anyone who owns an ETF. The conversation is grounded in recent data: the S&P 500 at 7,483, up 1.8% this week, and the Russell 2000 lagging at 2,996, down 0.5%.

#PassiveInvesting #IndexFunds #CorporateGovernance #BlackRock #Vanguard #StateStreet #BankForInternationalSettlements #ShareholderVoting #CEOCompensation #MergersAndAcquisitions #ETFs #SP500 #Russell2000 #Business #Finance #FexingoBusiness #BusinessPodcast #EarningsSeason

Keep every episode free: buymeacoffee.com/fexingo