Investing Update: Don't Panic. But Pay Attention.
What I'm buying, selling & watching
It was a decent week. Until Friday.
Markets held together through most of the week, then fell apart in the final session. The S&P 500 had its worst day since October 10, 2025. The Nasdaq dropped almost 5% on Friday alone, its biggest single-day loss since April 4, 2025, and wrapped up its worst week in 14 months with a 4.7% decline.
The Dow was the exception. It slipped just 0.3% for the week, largely escaping Friday’s carnage.
For the year, the scoreboard still reads positive. The S&P 500 is up 7.9% YTD. The Nasdaq is holding a 10.6% gain. The Russell 2000 leads the pack at 13.3%, despite falling 2.9% this week.
Away from stocks, the 10-year Treasury yield rose to 4.54%, now up 9% for the year. Oil climbed to $92.87, up 50% in 2026. Gold slipped 4.5% on the week. Bitcoin got the worst of it, down 14.3% on the week and now off 30.1% for the year.
One bad Friday doesn’t erase a good year. But it’s a reminder of how fast the mood can change.
Market Recap
Weekly Heat Map Of Stocks
