Research & Notes
The InvestLab Blog
Research, strategy deep dives and market notes — written by the person who runs the strategies, with the live numbers embedded.
The weekly read — Week of Jul 24 – Jul 31, 2026
Commodities surged 10.8% over the month on a fragile US-Iran MOU, while a late-month tech selloff wiped 6.6% off Nasdaq. The S&P 500 finished July nearly flat at +0.03%, masking sector rotation beneath. Emerging-market equity rallied 17.8% year-to-date, then gave back ground as…
The weekly read — Week of Jul 20 – Jul 27, 2026
Commodities drove the year through July on Middle East supply tensions, but a fragile US-Iran ceasefire unwound oil's rally late in the month while Asian chip stocks cracked under AI-spending skepticism. DBC rallied 9.2% over four weeks, lifting commodity-tilted portfolios, but…
The weekly read — Week of Jul 10 – Jul 17, 2026
Commodities rallied 5.7% in the month while emerging equities dropped 11.1%. The year is still shaped by the commodity surge—DBC is up 29.4%—even as fresh Middle East tensions drove the divergence this week. Gold fell 4.2% in the window, down 7.5% year-to-date, as higher rates…
The weekly read — Week of Jul 07 – Jul 14, 2026
Commodities surged on renewed Strait of Hormuz tensions this week, while emerging markets stumbled on a four-week view as China underperformed. Gold's 6.4% drop over the past month captures a broader repricing: central banks bought aggressively into weakness—China added 15…