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Watch: Dollar Weakness & The Magnificent Seven Unravel

Filmed on February 28th, 2026, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze:

  • Tariffs scaled back significantly post-Supreme Court ruling, with the real story landing in the deficit
  • PPI coming in hotter than expected, complicating the inflation narrative
  • The US dollar weakening against the Chinese yuan despite tariff headlines
  • Big tech's buyback tailwind shrinking as CapEx crowds out free cash flow
  • The Magnificent Seven down significantly YTD while the S&P 500 sits roughly flat
  • Equal weight dramatically outperforming cap-weighted S&P, echoing past major market inflection points
  • Retail investors putting record money into markets since 2020, yet mega caps continue sliding
  • Korea's market cap surpassing both France and Germany despite a much smaller GDP
  • Latin American ETFs seeing their largest inflows in years, led by Brazil and Mexico
  • Corporate bond spreads widening from January lows with private credit risks emerging
  • 10-year Treasury yields starting to break lower after an extended sideways move
  • Silver stabilizing after a sharp correction; oil elevated amid US-Iran uncertainty

 

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.