USA Hockey Sweeps For Gold & The S&P 500's Deepest Diver in 2026 - Intuit ($INTU): The Weekly Sift Stack - 2.27.2026 (Issue 15)

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Index Tracker Year-To-Date Performance 2.26.2026 Market Close:

• S&P 500 TR: 0.89% - Price: 6,908.86

• NASDAQ TR: (1.47)% - Price: 22,878.38

• Russell 2000 TR: 6.86% - Price: 2,677.29

• MSCI International EAFE TR: 9.54% - Price: 11,616.26

• Bloomberg U.S. Aggregate Bond Index TR: 1.52% - Price: 2,384.56

• 10-Year Treasury Yield: 4.012%

• 30-year Mortgage Rate: 5.98%

• Gold: 20.64% - Price: $5,236.00 per oz.

• Bitcoin: (24.25)% - Price: $66,213.53

• U.S. Dollar Index: (0.48)% - Price: 97.81

• Crude Oil: 17.52% - Price: $67.48 per barrel

• Core Inflation 1.31.2026:

  • Year Over Year: 2.5%

  • Month Over Month: 0.3%

• Consumer Price Index 1.31.2026

  • Year Over Year: 2.4%

  • Month Over Month: 0.2%

Index Tracker Notes:

The S&P 500 has been feeling a bit of a tariff tumble but is now up almost 1% in 2026. We are seeing bond markets are so far outpacing the stock market, with a 1.52% gain on the year. Much of the stock market has been weighed down by concerns in the area of software with the NASDAQ down 1.47% YTD. On the bright side, the 30 year mortgage rate dropped below 6% for the first time since 2022.

Stock of The Week: Intuit (INTU)

Out of the 503 Companies in the S&P 500, Intuit is currently ranked #503. Down nearly 37% this year as of 2/27/2026 market open. Intuit just reported earnings yesterday 2/26/2026. While everyone knows TurboTax and QuickBooks, the market is currently taking some of its “AI angst" out on Intuit.

The AI Angst: Investors fear AI might replace QuickBooks services (payroll/accounting).

The Payroll Problem: Weaker-than-expected job revisions and 4.3%+ unemployment are hitting Intuit’s core user base.

The Opportunity: With the P/E ratio dipping below 26, the “Wide Moat” is still there. If Intuit can prove that AI will expand margins rather than eat away at revenue, there could be value in this stock.

Intuit’s Core Business: Intuit is global financial technology platform centered on two primary pillars: small business and consumer finance": In 2026, their core business has shifted from “Do-It-Yourself” software to AI-native, “Done-for-You" services.

Global Business Solutions: Primarily driven by QuickBooks for accounting and payroll, and Mailchimp for marketing and customer engagement.

Consumer Platform: Focused on TurboTax for automated tax filing and Credit Karma for credit monitoring and wealth-building tools.

Strategic Growth: A major 2026 focus is the Intuit Enterprise Suite, targeting mid-market companies with complex financial needs and AI-driven forecasting.

Intuit (INTU) Key Facts

• CEO: Sasan K. Goodarzi

• Founded in 1983 in Palo Alto, California by Scott Cook & Tom Proulx

• Market Cap: $109.26 Billion

• Sector: Technology - Software (Application)

• 52-week range: $349.00 - $813.48

• Morningstar Economic Moat Rating: Wide

• PE Ratio: 26.85

Intuit (INTU) vs SPDR Shares S&P 500 ETF (SPY) over the past 5-years

Weekly Insight: The “Golden” Recap - USA Sweeps The Ice

If you weren’t up at dawn bleeding red, white, and blue on Sunday, did you even watch the Olympics? The U.S. Women’s and Men's hockey teams pulled off a legendary sweep against Canada.

The MVP Controversy: While McDavid took the MVP trophy for the men’s hockey tournament, some may call it a “consolation prize.” Believe it or not, the MVP is chosen before the championship game even ended. USA goalie, Connor Hellebuyck, stood on his head with a .956 save percentage for the entire tournament. That’s like a baseball player hitting .400 for the world series.

The Golden Goal: Megan Keller delivered a beauty with a clutch highlight reel goal in overtime against the Canadian women’s team, while Jack Hughes snagged the winner against the Canadian men’s team. The unsung hero was Zach Werenski, whose hustle and man-handling of Mackinnon (top-3 player in the world) delivered Hughes the golden assist.

Figure Skating: Alysa Liu secured gold with a performance that looked like she was just having pure fun on the ice.

Tariffs & Warships: “The Supreme Court just gave the presidential administration a “No-Go" on the 1970s emergency law.”

The $160 Billion Dollar Question: A 6-3 SCOTUS decision ruled that President Trump cannot use emergency laws to bypass Congress for global tariffs. Expect years of lawsuits over the revenue already collected.

Persian Gulf Tension: The USS Gerald Ford Aircraft Carrier is heading to the Persian Gulf. Between the “Nuclear Ultimatum” and Iran's closure of the Strait of Hormuz for drills, energy markets and global leaders are on high alert.

Walmart Vibe Check: Robots & Dividends

Walmart earnings took place last week, let's give it our vibe check:

Revenue: Edged out by Amazon ($713b vs $717B), but catching up fast.

The Real MVP: Their Advertising business grew 46%.

Consistency: They just bumped their dividend for the 52nd year in a row and are investing $25b into automation and robotics.

Poll Question

Last week’s poll results - “Who will have the highest revenue 5 years from now?”

1. Amazon - 75% Voted

2. Saudi Aramco - 12.5% Voted

3. Apple - 12.5% Voted

The Heart of The Game: Johnny "Hockey” Gaudreau

We are closing this week on a moving note. In the most patriotic and emotional moment of the Winter Games, the U.S. team honored the late and great Johnny Gaudreau. Seeing his children on the ice with the gold medals and U.S. Men’s Hockey captain Auston Matthews holding up Gaudreau's jersey reminded us that sports are about brotherhood and sisterhood first, and business second.

Last Week’s YouTube Episode:

Feel free send feedback or further input on the poll question to [email protected] or [email protected]. We would love to hear from you!