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The index looks tired. Mega-cap tech is acting heavy, and if you only watch the S&P or Nasdaq, you might think the rally...
06/22/2026

The index looks tired. Mega-cap tech is acting heavy, and if you only watch the S&P or Nasdaq, you might think the rally is out of road.

But the index is not the market.

Underneath, the Dow is holding in, banks are acting well, oil is bleeding off its geopolitical premium, and money is quietly moving into the stuff people had stopped watching. That is what the start of a rotation looks like.

In this week's State of Play, Luke Perry breaks down the real test: whether this rally can broaden while the old leaders rest, and why memory, power, and infrastructure may matter more than the obvious mega-cap winners from here.

The index looks tired. The tape underneath does not.

Read it here: https://ow.ly/pIC850Zfr6I

Whalen Financial is an SEC-registered investment adviser. This content is for informational purposes only and is not investment advice or a recommendation. Past performance does not guarantee future results.

Calmer tape. Louder rotation.The market just got the headline it wanted ahead of Wednesday's Fed decision. But what's be...
06/15/2026

Calmer tape. Louder rotation.

The market just got the headline it wanted ahead of Wednesday's Fed decision. But what's being accumulated before the catalyst looks very different from what already worked after the last one.

What the cross-asset signals are saying, and why the index level may be the least interesting part of the story. 👇

https://ow.ly/oe6k50Zc5Rp

If the Fed isn't carrying the next liquidity cycle alone, who does? Luke argues the answer may run through bank balance ...
06/12/2026

If the Fed isn't carrying the next liquidity cycle alone, who does? Luke argues the answer may run through bank balance sheets, deposit flows, and the financial plumbing most headlines ignore.

Read the full breakdown from Portfolio Manager Luke Perry → https://ow.ly/5RMS50ZbmIJ



The views expressed are those of the author as of the date of publication and are subject to change. Whalen Financial is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

06/09/2026

Social Security claiming decisions are one of the most consequential parts of retirement planning for married couples, and they are often misunderstood.

In this educational session, Andrew Whalen, CEO of Whalen Financial, explains how survivor benefits work, the factors that affect when each spouse may choose to claim, and why coordination between spouses matters. Watch the full replay anytime:

https://ow.ly/UZ8550Z9IfQ

Disclosure: Whalen Financial is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is for educational and informational purposes only and does not constitute investment, tax, legal, or financial advice, nor a recommendation to buy or sell any security or to adopt any investment strategy. Social Security rules are complex and individual circumstances vary; consult a qualified professional regarding your specific situation.

The truck is doing 80 down a dark highway. Engine strong, freight paid. But the dashboard is lit up like a Christmas tre...
06/01/2026

The truck is doing 80 down a dark highway. Engine strong, freight paid. But the dashboard is lit up like a Christmas tree, and the driver's response has been to dim it because the glow is distracting.

That's the market right now. Records keep falling, warnings keep blinking, and nobody's foot is anywhere near the brake.

This week, Portfolio Manager Luke Perry walks through the four gauges that actually matter, and why the real risk isn't disaster. It's a market priced for everything to go right.

Read The Monday State of Play 👇
https://ow.ly/3V2q50Z6rm9

$100 oil changes the conversation fast.The market may still look calm on the surface, but sticky inflation, higher energ...
05/27/2026

$100 oil changes the conversation fast.

The market may still look calm on the surface, but sticky inflation, higher energy prices, consumer pressure, and Fed credibility are all starting to collide in a way investors should not ignore.

This week’s State of Play breaks down what actually matters beneath the headline noise:

Oil. Inflation. Credit spreads. AI leadership. Consumer pressure. The Fed’s next move.

The setup is not panic, but it is not clean either.

Read the full breakdown from Whalen Financial Research here:
https://ow.ly/36C250Z4M2r

Everyone can see the AI demand. Almost no one is watching the layer underneath it.The GPU shortage was easy to spot. The...
05/23/2026

Everyone can see the AI demand. Almost no one is watching the layer underneath it.

The GPU shortage was easy to spot. The infrastructure bottleneck was physical. But the next phase of the AI, power, and defense buildout may not be decided by demand at all. It may come down to a quieter question: who actually finances it?

In his latest note, Portfolio Manager Luke Perry breaks down why the capex story may be quietly turning into a credit story, and the signals to watch before the rest of the market catches on.

Read "Who Pays for the Buildout?" → https://ow.ly/QV3t50Z3rAR

Kevin Warsh gets sworn in as Fed chair Friday, and he isn't inheriting a clean setup. Oil is above $100. Yields have cli...
05/18/2026

Kevin Warsh gets sworn in as Fed chair Friday, and he isn't inheriting a clean setup. Oil is above $100. Yields have climbed. Inflation isn't politely fading, and the bond market isn't waiting for a new chair to settle in.

That puts Warsh on a narrow path from day one. Too dovish, and yields keep pushing higher. Too hawkish, and equity multiples reprice faster than earnings can defend. It's a credibility test, and the levers aren't moving easily.

Luke Perry, our Portfolio Manager, breaks down what to watch and why this isn't a panic week, it's a sorting week:

https://ow.ly/qu4r50Z1kKF

05/12/2026

Don't Fall Into The AI Bubble Trap...

Records are getting set.But something underneath the tape is shifting.The market is still moving higher. The list of thi...
05/11/2026

Records are getting set.

But something underneath the tape is shifting.

The market is still moving higher. The list of things that actually work in this setup? That list is getting shorter.

Oil is back in the picture. CPI lands Tuesday. The long end of the curve is asking a hard question. And the AI infrastructure story is suddenly less about who has a chip and more about who can build, power, cool, and connect the thing.

Luke Perry, Portfolio Manager at Whalen Financial, breaks down what changed, what he is watching this week, and where the market is quietly drawing new lines.

Read the full piece on Whalen Financial Research.

https://ow.ly/yr7Y50YXTnY

Address

7160 Rafael Rivera Way Ste 220
Las Vegas, NV
89113

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17028783900

Website

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