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TODAY: Value Investing in a StagDeflationary World: Opportunities Across Large and Small Caps
Sponsored By Infrastructure Capital
Michael A. Gayed, CFA
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Value Investing in a StagDeflationary World: Opportunities Across Large and Small Caps
Sponsored By Infrastructure Capital
Closing Thoughts for the Week
How a Data Blackout and Shutdown Sparked a Market Rally
The previous week was a very rare balancing act between optimism on continued Fed easing and uncertainty over the U.S. government shutdown. U.S. stocks finished the week higher, with the S&P 500 and Dow Jones Industrial Average each rising about 1.1 percent, while the Nasdaq
Macro Observations
No Landing: The Economy That Never Slowed Down
For more than two years, the traditional financial media focused nonstop on what kind of “landing” the US economy would go through as higher interest rates worked their way through the system. What few people thought about, however, is that it may not land at all. The “no landing” situation
High Yield Spotlight
The 7% Solution: Why DIVP Could Be the Smart Income Play for a Value-Starved Market
A Look At The Cullen Enhanced Equity Income ETF (DIVP)
Leaders-Laggards
From Coal to Nuclear: Why U.S. Energy Could Be the Biggest Winner of the Decade
The U.S. energy sector has been volatile over the past year. After a strong run in 2022, energy cooled in 2023 and has delivered more modest gains since. As of mid-2025, the S&P 500 Energy sector was up about 4% year-to-date, despite wide swings
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Why The Free Markets ETF (FMKT) Has Invested in Peabody Energy (BTU)
It might seem counterintuitive for a newly launched exchange-traded fund to take a top position in a 140-year-old coal mining company. Yet The Free Markets ETF (FMKT) recently made Peabody Energy (NYSE: BTU) one of its largest holdings, at roughly 4% of the portfolio. What’s behind
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IN 1 HOUR: Capitalizing on Deregulation: The Free Markets ETF Strategy
Join us for an exclusive deep dive TODAY from 11-12 PM EST into the innovative Free Markets ETF (FMKT), the first exchange-traded fund specifically designed to capitalize on deregulation trends across U.S. markets. REGISTER HERE This timely webinar occurs as regulatory reform continues to reshape industries from
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TOMORROW: Capitalizing on Deregulation: The Free Markets ETF Strategy
Join us for an exclusive deep dive this coming Friday from 11-12 PM EST into the innovative Free Markets ETF (FMKT), the first exchange-traded fund specifically designed to capitalize on deregulation trends across U.S. markets. REGISTER HERE This timely webinar occurs as regulatory reform continues to reshape
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IN 1 HOUR: Free Webinar on Options Strategies (CFP® Credit Approved)
Sponsored By OptionsANIMAL
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🚨 Today: Free Webinar on Options Strategies (CFP® Credit Approved)
Sponsored By OptionsANIMAL
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I Need Your Feedback on The Lead-Lag Report
Hello everyone, I hope you’re doing well. I’m writing to you directly because I have an important request: I want to make The Lead-Lag Report better for you. For over five years now, The Lead-Lag Report’s format and approach have remained largely unchanged. While I’