Monday, 14 September 2026
Independent coverage of global markets, trade and finance
Long-term investing in America and the lessons history offers modern investors were the focus of this week’s ETF Prime. Host Nate Geraci welcomed Mebane Faber, founder and chief investment officer at Cambria Investment …
A common notion in the fixed income market surrounds rate decisions by the U.S. Federal Reserve as the primary pivot point for portfolio shifts. However, in the collateralized loan obligation (CLO) space, the rate conve…
At first glance, broad-market funds seemingly offer similar exposure to the exact same underlying stocks. Various asset managers offer several heavyweight funds that claim to capture the broader market. However, subtle …
This weekly update tracks some of the largest cryptocurrencies by market share: Bitcoin and Ether. While both are considered high-risk assets, they possess foundational differences that investors should understand. We h…
Healthcare and technology provide an intriguing contrast. Many healthcare stocks are traditionally known for their more defensive uses in portfolios. At the same time, biotech and healthcare technology stocks stand to g…
We may often come off as skeptical about AI in this newsletter. Our skepticism is primarily centered on the AI capital spend and AI company valuations rather than the AI tools themselves, which we have found both useful…
The ETF three-year milestone is more than just an opportunity for firms to tout their funds or celebrate years of work. That marker has material consequences for current and future investors in a fund, opening up those …
During the June 30, 2026, World Cup round of 32 match between France and Sweden at the 82,500-capacity MetLife Stadium, the logistical scale of a global mega-event was on full display. Moving 80,663 fans safely through …
The action in Emerging Markets ETFs this year has been really interesting to watch. From record-breaking asset flows to impressive results, albeit massively dispersed, this category of funds has had quite a ride so far …
Demand for GLP-1 weight loss drugs has reshaped the healthcare industry. And ETFs such as the Amplify Weight Loss Drug & Treatment ETF (THNR) give investors a way to access this growing market. What was once a small cor…
Last week, U.S. Federal Reserve (Fed) Chair Kevin Warsh held his first press conference following the Federal Open Market Committee (FOMC) meeting. While the Committee’s decision to leave interest rates unchanged was wi…
Major benchmarks might be hovering near record highs, but narrowing breadth and renewed rate fears have capped investor conviction. Polling from VettaFi’s latest Midyear Market Outlook Symposium reflects a stark split a…
Financial advisors had to deal with the rise of the internet, which equipped clients with plenty of questions and sometimes spurious answers. What does the rise of AI now mean for a new generation of advisors and client…
While volatile oil prices have taken much of the spotlight in the energy sector this year, increasing global energy security concerns amid geopolitical tensions, soaring data center energy demand, and substantial intern…
Is now the time to consider hopping back into silver investing? Sure, the precious metal may tend to be a bit more volatile than gold, but it is certainly offering a compelling value proposition for the months to come.
The small-cap stock rally we highlighted back in April has continued over the past few months, driven by factors such as robust U.S. economic growth disproportionately benefiting smaller, domestically focused businesses…
Active ETFs continue to thrive amid the overall ETF surge that has dominated asset management in recent years. Active ETFs not only provide adaptable, thematic opportunities. They increasingly are competing with passive…
These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework.
June nonfarm payrolls rose by just 57,000 against a consensus of 115,000, while the unemployment rate fell to 4.2% from 4.3%.¹ The two-year Treasury yield dropped more than five basis points on the release, and bitcoin …
The day of reckoning analogy seems wrong to us. In our view, the markets have been slowly penalizing the U.S. for its fiscal imprudence. The U.S. economy has been punished for more than a decade (importantly, through bo…
What does it mean for an ETF to be spiking? The ETF landscape includes all sorts of ways to interpret information, but there are a few common and powerful ways to understand when an ETF may do well. Combined with macro …
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 rati…
Through the first half of 2026, artificial intelligence (AI) and technology continued dominating the U.S. equity landscape, prompting some investors to gloss over the long-term value of dividend growth investing. With t…
AI may reshape the labor market in ways that are difficult to predict, and it won’t be the first time this has happened. In the short term, the labor market appears to have stabilized and there are some early signs of a…