The Market is Getting Defensive, But Not Where You Think

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

As sector rotation reshapes the market ahead of earnings season, defensive stocks are moving back into focus. Magnificent 7 stocks are part of the story as institutional positioning changes, while Mary Ellen also examines diverging trends inside technology, including software strength and semiconductor weakness. She then follows the rotation into individual opportunities and looks ahead to major earnings reports, including several large financial names and a potential turnaround setup in Bank of New York.

This episode originally premiered on October 9, 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.

ETFs Sectors Equities Earnings
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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