The 1-Minute Market Report, September 5, 2026

Erik Conley 14.98K Followers Follow Summary Markets remain range-bound, with the S&P 500 just 1% below all-time highs as dip buyers support every pullback. Energy stocks and AI-related names are outperforming, driven by rising crude prices and ongoing demand for semiconductors. Investors are rotating into foreign stocks, microcaps, blockchain, energy, high beta, and value while shunning U.S. equities, small caps, REITs, and growth. Rising energy prices and AI risks could impact inflation and monetary policy, with potential for renewed volatility if inflation pressures force Fed action. SlavkoSereda/iStock via Getty Images Last week the market ended with a small gain of 0.1%. There were some pockets of strength, like energy stocks, microcaps, and Asian companies. But for the most part it was an unremarkable week. We This article was written by Erik Conley 14.98K Followers Follow I spent 30 years in the institutional trenches as a trader, analyst, and portfolio manager, eventually running the equity trading desk at Northern Trust in Chicago. Those decades shaped my approach: stay disciplined, trust the data, and keep emotion out of the way. Since 2009, when I began publishing my stock selections, my portfolio has delivered solid long term results—compounding in the mid teens annually through 2025. Today I manage a 15-20 stock model portfolio where I select stocks that score highly for Quality, Growth, Momentum, Value, and Risk. I use a rules-based framework that helps me build high performing portfolios. My work focuses on systematic thinking, behavioral awareness, and evidence over opinion. For my market outlook and model portfolio updates, visit zeninvestor.org. . Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AVGO, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.