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High Yield Spotlight
Reaching for Yield or Reaching for Trouble? Understanding PDI’s Credit Mix
Investors hungry for income often find themselves drawn to the PIMCO Dynamic Income Fund (PDI)—a closed-end vehicle that promises steady cash flow in a world where safe yields have rarely satisfied. The question is what lies behind that income stream, and whether the trade-off between risk and
Global View
Tense Pause in the Global Rally
This Week at a Glance Markets cooled after an exuberant October. In the U.S., private data hinted at a softer labor market, with unemployment near 4.4% and planned layoffs at a 22-year high¹². The S&P 500 fell roughly 2.4% from recent highs but remains
Weekly Signals
Late-Year Seasonality: November–December Strength
Seasonality often gets dismissed as folklore. Yet history keeps proving that the final stretch of the year—November and December—has been a sweet spot for equity investors. Over the past 50 years, the S&P 500 has rallied in November roughly 73 percent of the time, averaging gains
Leaders-Laggards
Valuation Overhangs and the AI Hype: Are Tech Stocks Finally Paying the Price?
In early November 2025, markets stumbled after an extraordinary tech rally. Global indexes slipped as investors questioned whether the artificial-intelligence (AI) boom had gone too far. Even the entire “Magnificent Seven” — Nvidia, Amazon, Apple, Microsoft, Tesla, Alphabet, and Meta — fell in a single session, with the Nasdaq down about
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IN 1 HOUR🎓 Earn CE Credit: Income Investing in a High-Rate World (Options Income, Bonds, Pass Throughs)
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$JOJO: A Meaningful Satellite Position for Tactical Bond Allocation
Bond investors have discovered that “steady income” can be anything but steady. After 2022’s record losses in fixed income, volatility and uncertainty remain defining traits of the bond market. Even as yields retreat from multi-year highs and Treasury volatility (tracked by the MOVE Index) hits its lowest level
Leaders-Laggards
Why Haven't Utilities Performed Better Despite AI Boom?
The U.S. Utilities sector has outperformed the broader market for most of 2025. As of early November, the Utilities Select Sector ETF (XLU) is up roughly 20% in total return versus 17% for the S&P 500 (SPY)—an apparent lead that masks a volatile year. Despite their
Weekly Signals
When Mega-Cap Strength Masks Weak Breadth
Why the Index Can Be Above the 50-Day MA and Still Fragile