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Artificial intelligence (AI) is the thematic investing topic that keeps on giving. However, artificial intelligence is no longer just an equity narrative. It has officially taken over the corporate bond market. Key Take…
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Amazon Prime members began shopping a 48-hour sale Tuesday as Amazon.com, Inc. (AMZN) kicked off Prime Big Deal Days. The event runs through Oct. 7 and features deals across more than 35 categories, according to the com…
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Many investors have been left badly disillusioned by the apparently dismal performance of the stock market over the past decade.
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As small-caps offer an increasingly attractive value proposition, advisors and investors may be taking a closer look at strategies like FESM. Key Takeaways: Small-caps have grown in popularity as attractive valuations a…
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Bond yields still look attractive, but investors are earning little extra for taking on corporate credit risk, according to Thornburg Investment Management. Key Takeaways: Investment-grade spreads reached their tightest…
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With the help of the Muse AI agent effort, shares of Meta Platforms (META) are on a torrid pace, surging nearly 22% for the month ending Oct. 5. Whether or not that scintillating run portends a cooling-off period will h…
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Earnings season kicks off in the coming days. PepsiCo leads the way, with major banks reporting soon after. Historically, financial advisors seeking fundamentally focused active equity strategies relied on mutual funds.…
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September’s fixed income sell-off marked a watershed moment for muni bond markets, delivering the steepest drawdown since the 2008 Great Financial Crisis. As benchmark yields spiked, prices across muni ETFs fell in tand…
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New Zealand's business confidence improved in the third quarter despite rising fuel prices and geopolitical headwinds, according to the New Zealand Institute of Economic Research.
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Three Dimensional Fund Advisors ETFs that NYSE Arca announced as Monday launches are not new funds at all. Instead, they are existing ETFs that now trade as share classes of older Dimensional mutual funds, according to …
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Bad news has found its old bull market passport again because this market is still trading the Fed first and the economy second, and September’s jobs report was soft enough to knock an October hike almost completely off…
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It’s always exciting to see a fund perform well over the course of a month, but it’s also important to understand exactly why that strong performance may be happening. Key Takeaways: September proved to be a relatively …
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Ten years ago this week, the world watched the United Kingdom vote to walk away from the European Union.
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A small modular reactor (SMR) project achieved a major regulatory milestone in the U.S. last week. The Tennessee Valley Authority (TVA) announced that the Nuclear Regulatory Commission (NRC) has issued a construction pe…
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I got quite a few notes in the mailbag last week. One that piqued my interest was from JT who asked if there are any ETFs or mutual funds that have a dividend investing philosophy similar to mine. Many of you know I’m n…
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Although not always easy to quantify, intangible assets are one of the primary sources of strong competitive advantages for businesses and a key source of economic moats. Key Takeaways Intangible assets, including paten…
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NEW YORK – October 1, 2026 (STL.News) Stocks – U.S. stocks were struggling to find direction Thursday as sharply higher Treasury yields offset strength in software and artificial-intelligence-related companies, creating…
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What rising correlations could mean for portfolios A mix of stocks and bonds typically helps diversify a portfolio, since stock prices often rise when bond prices fall and vice versa. But lately, that diversification be…
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Ray Dalio's frameworks, including the debt cycle, four economic seasons, and the long-term world order, suggest gold's role as a structural hedge is increasing. Current conditions, marked by high debt-to-GDP, sticky inf…
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WASHINGTON -- The Group of Seven wealthy democracies said Friday they plan to release 100 million barrels of oil and fuel products in the coming weeks, starting with "substantial" amounts of diesel after the fuel recent…
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Bitcoin consolidated this week as the market sharply reduced its expectations for another near-term rate hike. The catalyst was New York Fed President John Williams, who argued that September’s 25bp hike had reduced the…
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This week, I appeared on Schwab TV for the New York Stock Exchange. Here’s a brief recap. Key Takeaways: VettaFi index-based American Century Quality Growth ETF (QGRO) and VictoryShares Free Cash Flow ETF (VFLO) recentl…
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The international role of the euro grew moderately in 2025, with its share across various indicators of global currency use reaching around 20%. Viewed from a longer-term perspective, the role of the euro has grown grad…
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The S&P 500 Index is now near its all-time record high, fuelled by investor exuberance for artificial intelligence-themed stocks. Stock prices — and valuations — have continued to rally, despite high oil prices, which a…