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What We Do for Advisors (and Why It Costs You Nothing)
The Lead-Lag Report is half of what I do. The other half is an advisor network with an AI agent that works for your practice, free. If we have never spoken, this one is for you.
40% Leverage, Asia-Pacific Bonds, A 15% Trailing Yield: Inside FAX
A 40-year-old CEF lending across Asia-Pacific at 40% leverage, marked at a wider-than-average discount.
The Miss, the Message, and the Market That Refused
When the weakest jobs report of the year buys equities a rally and the bond market nothing at all, what exactly is the equity market rallying into?
The Risk Did Not Leave the Market. It Changed Addresses.
The VIX sleeps at 15.31 while the 10-year climbed 104 basis points this year and TLT fell 11.1 percent. Volatility is not a number, it is a location, and in 2026 the location is duration.