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 …
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…
Ten years ago this week, the world watched the United Kingdom vote to walk away from the European Union.
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…
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…
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…
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…
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…
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…
The Procure Space ETF (UFO) continues to demonstrate space sector resilience. Despite a 2.8% dip in September, the fund was propelled by select performers across its Media & Communications and Technology holdings. This …
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…
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…
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…
Leave it to Nvidia to create buzz. This week, the company’s announcement of a massive, history-making, $150 billion stock repurchase plan put buybacks back in the limelight. Truth be told, stock buybacks have expanded s…
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…
September proved to be a fairly tumultuous month for many equity sectors outside of tech, and the materials sector was no exception. Key Takeaways: With the exception of tech, many equity sectors struggled to perform we…
Treasury yields fell on Thursday, giving back some of the recent gains that propelled longer-dated rates to levels not seen in decades.
Financial advisors in 2026 are increasingly leveraging gold as a core structural hedge and portfolio diversifier, typically advising a 5% to 10% allocation based on a client’s individual risk tolerance and retirement pr…
The muni bond ETF space has been an exciting one in 2026, with plenty of upheaval for investors to consider. Strong issuance has coincided with significant rate-driven volatility. That has created opportunities for savv…
Traditionally speaking, one of the bigger challenges of value investing is determining whether a company is actually facing a real secular decline or whether a true value opportunity is present. Does this particular sto…
The ETF ecosystem grows with each passing day, as more funds look to embrace the wrapper’s strengths. Perhaps one of the strongest ways to make use of the wrapper, however, is to provide a streamlined way to package hig…
T. Rowe Price has announced the launch of the T. Rowe Price Dynamic Emerging Markets Bond ETF (TDEM) on the Nasdaq today, the company said. Key Takeaways: T. Rowe Price’s new TDEM fund began trading on the Nasdaq as the…
Advanced Micro Devices, Inc. (AMD) and Meta Platforms, Inc. (META) powered a September gain for the gaming index behind the Amplify Video Game Leaders ETF (GAMR). The VettaFi Video Game Leaders Index rose 2.8% for the m…
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. Key Takeaways The Ivy Portfolio 10- and 12-month simpl…
