Thoughtful Money with Adam Taggart · Tuesday, August 25, 2026
Mark Newton points to a significant improvement in market breadth since the lows of March as a positive indicator. He notes that while technology sectors consolidated, others like financials, healthcare, and discretionary sectors began to outperform. This broad-based strength helped cushion the market.
“I think it's actually a very good sign that we've seen such rampant breadth improvement really since the lows were made in the final week of March of this year.”
“I had some cycles and things that suggested that the technology might have started to weaken, but I I actually it was quite encouraging to see that sectors like financials and healthcare and discretionary and industrials had all started to show very good outperformance.”
“And so that really helped to lift market breadth in a way that helped to cushion the market at a time when technology did undergo a very necessary, uh, period of consolidation, you know?”