# Main Management > San Francisco-based ETF strategist, founded 2002; active ETF portfolios and custom models for financial advisors. This site is for financial professionals. ## Strategies - [Active Sector Rotation](https://www.mainmgt.com/strategies/sector-rotation/): Dynamic active management across S&P 500 sectors. - [BuyWrite](https://www.mainmgt.com/strategies/buywrite/): Hedged equity with a dynamic covered-call overlay. - [International](https://www.mainmgt.com/strategies/international/): Country-level rotation across developed & emerging markets. - [Thematic Innovation](https://www.mainmgt.com/strategies/thematic/): Diversified secular-growth themes, selected with discipline. - [All Asset](https://www.mainmgt.com/strategies/all-asset/): Risk-based models built from the core strategies. - [Yield Enhancement](https://www.mainmgt.com/strategies/yield-enhancement/): High-quality income core with an optional BuyWrite overlay. ## Key pages - [Resource Portal](https://www.mainmgt.com/resources/): Fact sheets, letters, and decks for financial professionals. - [Platform availability](https://www.mainmgt.com/platforms/): Where Main strategies are available by TAMP/platform. - [Custom model partnership](https://www.mainmgt.com/partnership/): Building advisor-specific model portfolios with Main. - [Team](https://www.mainmgt.com/team/): Main Management's investment and research team. - [Contact](https://www.mainmgt.com/contact/): Get in touch with Main Management. - [Insights](https://www.mainmgt.com/insights/): Research commentary, weekly market notes, and firm news. ## Insights - [Weekly Market Note — Week of July 27–31, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-07-31/): The FOMC left rates unchanged but drew three dissents in favor of a 25bps hike, while Core PCE posted its smallest monthly gain since March 2025. - [Weekly Market Note — Week of July 20–24, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-07-24/): Initial jobless claims fell to 187,000, the lowest reading since 1969, while December rate hike probabilities climbed ahead of next week's FOMC meeting. - [Q3 2026 Macro Outlook](https://www.mainmgt.com/insights/q3-2026-macro-outlook/): Our quarterly look at the macro landscape: an oil market structurally changed by the war, a hawkish new Fed chair, an earnings-led equity advance, an international cycle powered by fundamentals, and what the fourth year of a bull market has historically looked like. - [Weekly Market Note — Week of July 13–17, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-07-17/): Headline inflation cooled sharply to 3.5% in June, well below forecasts, while housing starts jumped 19% to their strongest level in three months. - [Q2 2026 Market Recap](https://www.mainmgt.com/insights/q2-2026-market-recap/): A recovery quarter: a semiconductor-led rebound off the March lows, an off-ramp for the war in Iran, oil's round trip back to the low $80s, and a hawkish debut from the new Fed chair. The setup is healthier than the headlines suggest. - [Weekly Market Note — Week of July 6–10, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-07-10/): The trade deficit widened and home prices hit a record high, while the wholesale inventory-to-sales ratio fell to its lowest level in over a decade. - [Weekly Market Note — Week of June 29–July 2, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-07-02/): June payrolls missed forecasts as participation fell to a 2021 low, while AI became the most-cited reason for this year's job cuts. - [Weekly Market Note — Week of June 22–26, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-06-26/): Core PCE accelerated to its fastest pace since 2023 even as spending and incomes rose, while oil inventories drained to their lowest levels since the 1980s. - [Weekly Market Note — Week of June 15–18, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-06-18/): The FOMC held rates steady but struck a hawkish tone, with nine members now favoring at least one hike this year, while retail sales beat forecasts. - [Weekly Market Note — Week of June 8–12, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-06-12/): Headline CPI accelerated to its highest since May 2023 and PPI ran hot, while consumer sentiment rebounded from its record low. - [Weekly Market Note — Week of June 1–5, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-06-05/): Nonfarm Payrolls came in well above forecasts as JOLTS and ADP confirmed a heating labor market, while manufacturing PMIs hit multi-year highs. - [Weekly Market Note — Week of May 25–29, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-05-29/): April Core PCE hit its highest since 2023 and Q1 GDP was revised lower, while durable goods orders surged on aircraft. - [Weekly Market Note — Week of May 18–22, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-05-22/): FOMC minutes struck a more hawkish tone as the 30-year yield returned to 2007 levels; eCommerce and retail sales hit fresh highs. - [Weekly Market Note — Week of May 11–15, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-05-15/): Headline CPI reached its highest since 2023 and PPI ran hot, yet retail sales and industrial output showed the economy still expanding. - [Weekly Market Note — Week of May 4–8, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-05-08/): Payrolls stayed solid and productivity jumped, but job-cut announcements climbed and consumer sentiment hit new lows. - [Weekly Market Note — Week of April 27–May 1, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-05-01/): The FOMC held with four dissenters — the most since 1992 — as Core PCE hit its hottest since late 2023 and Q1 GDP came in soft. - [AI/Tech Bubble Buildup: Bubbles Can Be Value Destructive During the Creation of New Industries](https://www.mainmgt.com/insights/ai-tech-bubble/): Global AI investment hit $252B and tech capex is set to reach 7.2% of GDP. Why this cycle's risk surfaces in debt markets — and why infrastructure owners emerge as the durable winners. - [Weekly Market Note — Week of April 20–24, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-04-24/): Retail sales beat handily and PMIs firmed, signaling no material consumer slowdown — even as sentiment sat at record lows. - [Weekly Market Note — Week of April 13–17, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-04-17/): PPI cooled month-over-month but hit a two-year high annually; small-business optimism and industrial output both softened. - [Weekly Market Note — Week of April 6–10, 2026](https://www.mainmgt.com/insights/weekly/weekly-2026-04-10/): Headline CPI surged the most since 2022 as energy spiked, Q4 GDP was revised down, and consumer sentiment soured on the Iran conflict. ## Notes Content on this site is intended for financial professionals. ETF regulatory documents live at https://www.mainmgtetfs.com.