AI Trade Cools — Defensive Rotation Heats Up!

Mary Ellen McGonagle
by Mary Ellen McGonagle,
President, MEM Investment Research

Follow along as Mary Ellen McGonagle highlights a clear rotation into defensive leadership, including dividend-paying pharmaceutical stocks, and consumer discretionary. With gold and other defensive areas gaining strength, this increasingly selective market demands careful positioning heading into March.

This video was originally recorded on February 27, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.

If you're looking for stocks to invest in, be sure to check out the MEM Edge Report! This report gives you detailed information on the top sectors, industries and stocks so you can make informed investment decisions.

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Mary Ellen McGonagle
About The Author:

Mary Ellen is a professional investing consultant and president of MEM Investment Research. After starting her career on Wall Street, she spent years working under William O’Neill to identifying healthy stocks with potential to take off. Learn More 

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Professional Money Managers Are Reducing Risk — Should You?

Jayanthi Gopalakrishnan
by Jayanthi Gopalakrishnan,
Director of Site Content, StockCharts.com

Beneath this week's market jitters, a subtle but meaningful shift is taking place. It was another week where headlines, above all, drove the stock market. We had stories about AI disrupting software jobs, rising geopolitical tensions, and whispers of credit problems in the private credit space. Put all...   READ MORE 

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Change in stock market tone

The Stock Market’s Tone Is Changing: Are You Prepared?

Jayanthi Gopalakrishnan
by Jayanthi Gopalakrishnan,
Director of Site Content, StockCharts.com

The stock market is consolidating, not collapsing. Here's what sector rotation, moving averages, and the VIX reveal about what may come next....   READ MORE 

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When the Rally Stops Working: How to Know If Your AI Stock Is Rolling Over

When the Rally Stops Working: How to Know If Your AI Stock Is Rolling Over

Mary Ellen McGonagle
by Mary Ellen McGonagle,
President, MEM Investment Research

When strong earnings stop driving higher prices, leadership may be shifting. Learn the chart signals that tell you when an AI stock is rolling over....   READ MORE 

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MEMBERS ONLY

Change in stock market tone

The Stock Market’s Tone Is Changing: Are You Prepared?

Jayanthi Gopalakrishnan
by Jayanthi Gopalakrishnan,
Director of Site Content, StockCharts.com

The stock market is consolidating, not collapsing. Here's what sector rotation, moving averages, and the VIX reveal about what may come next....   READ MORE 

MEMBERS ONLY

Utilities lighting up a city

Nervous Investors Should Look Here in March

Tom Bowley
by Tom Bowley,
Chief Market Strategist, EarningsBeats.com

The Utilities sector is approaching a seasonally strong month. Tom Bowley analyzes this sector and makes a case for why utility stocks may soar in March....   READ MORE 

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Mag 7 Leaders and Laggards; 3 Trend Reversals; Analysis and Key Levels for Apple

Mag 7 Leaders and Laggards; 3 Trend Reversals; Analysis and Key Levels for Apple

Arthur Hill
by Arthur Hill,
Chief Technical Strategist, TrendInvestorPro.com

The Mag 7 stocks have lost steam since November. However, four of the seven are showing long-term uptrends. Arthur Hill analyzes each of these charts and identifies potential reversal or continuation levels....   READ MORE