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When Boring Becomes Beautiful: A Market Leadership Flip-Flop

March 9, 2025

From the desks of Stanley Katz & Lauren Madera

WISHING ALL TIME CHANGERS A SPEEDY RECOVERY FROM NATIONAL “HOW DO I CHANGE THE CLOCK ON MY MICROWAVE” DAY!

The three major U.S. stock market indices delivered a tale of two markets this week (i.e., DJIA: +0.95%, S&P 500: -0.98%, Nasdaq: -3.47%). Blue chips flourished while tech floundered in what analysts are calling “Flip-Flop February” – a dramatic shift away from the market’s former darlings. As Schwab’s Liz Ann Sonders notes, “The Magnificent Seven have encountered notable challenges in the early months of 2025, marking a departure from their previous market dominance.” This reality check is particularly stark when examining the rankings: not one of the Mag 7 stocks appears among the S&P 500’s top 50 performers in 2025, with Tesla plummeting to dead last. Only Meta is outperforming the broader index, a remarkable turnabout for companies that have dominated the leaderboard in recent years.

This shifting landscape has been driven by lingering economic uncertainty, shrinking GDP projections, and mounting concerns over tariff impacts. Argus Research highlights how February’s economic data sent mixed signals: strong employment figures but weakening consumer sentiment. Their analyst, Jim Kelleher, observes that “leadership in the U.S. stock market flipped in February” as investors rotated into traditionally “boring” sectors like Healthcare, Financials, and Consumer Staples. DeepSeek’s AI breakthrough similarly shook tech investors’ confidence, though the real story may be less dramatic than headlines suggest. Markets appear to be rediscovering the value of balance. As Kelleher concludes, “Markets with good breadth would tend to be more durable and better positioned to withstand adverse news than thin and narrowly led markets.”

Below are links to a number of third-party research reports that we have read and analyzed over the past week. We hope you will find the information interesting, useful, and worthwhile.

Schwab:

  • The (Not So) Magnificent Seven?

Argus:

  • Flip-Flop February: Our Monthly Survey of the Economy, Interest Rates, and Stocks

Capital Group:

  • Decoding tariffs: What’s the economic impact?

James Investments:

  • Market Commentary | March 2025

Northern Trust:

  • Avoiding Scammers Posing as the IRS

Stanley Katz & Lauren Madera, Financial Advisors
ClientFirst Financial Strategies, Inc.
937-293-5500

Investing involves risk, including the possible loss of principal. The information contained herein has been prepared solely for informational purposes. Nothing contained herein should be construed as a recommendation to either buy or sell any security or economic sector, or implement any strategy discussed. Please consult with your financial advisor, accountant, and/or attorney before acting on this information. ClientFirst Financial Strategies, Inc. is a DBA of OneSeven, LLC (OneSeven). OneSeven is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC).  Registration with the SEC does not imply a certain level of skill or training. Investment Products are Not FDIC Insured, Offer No Bank Guarantee, and May Lose Value.

OneSeven does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third parties.

Filed Under: Latest News

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