Newsletter
IN 1 DAY: Income Investing in 2026: What Advisors Should Be Watching Now (CE-Credit Eligible Webinar)
Sponsored By Infrastructure Capital
Latest
Macro Observations
WHAT ARE GOLD AND SILVER WARNING US ABOUT?!?!?!?!?
Few understand this.
Lead-Lag Live
How Japan, AI, and Defense Spending Are Colliding
In this episode of Lead-Lag Live, portfolio manager Hervé Van Caloen of Mercator Investment Management joined the discussion to unpack what he sees as a powerful global rotation underway—one that stretches well beyond U.S. equities and into Japan, Europe, Latin America, and strategically critical industries like semiconductors,
Closing Thoughts for the Week
Land of the Rising Yields
Will Japan’s quiet shift catch complacent markets off guard?
Newsletter
Why Tactical Allocation Funds Like ATACX Matter in a Late-Cycle Environment
Key Highlights * The U.S. economy is showing multiple late-cycle signals, including slowing growth, a persistent yield-curve inversion, and weakening leading indicators.¹²³ * Late-cycle environments increase the risk of sudden market reversals, making static portfolio allocations more vulnerable. * Tactical allocation funds like the ATAC Rotation Fund (Ticker: ATACX)
High Yield Spotlight
OMAH – VistaShares Target 15 Berkshire Select Income ETF (Very High Target Yield)
Warren Buffett’s Berkshire Hathaway has built one of the greatest long-term track records in market history, yet it has never paid a dividend. Buffett has consistently argued that reinvesting capital internally creates more value than distributing cash to shareholders. For investors who prioritize income, that philosophy has always
Global View
Rotation Underway Amid Resilience
Shifting Leadership in a Steady U.S. Backdrop
Newsletter
Introducing the Lead-Lag Advisor Community
A Free, Community-Driven Network for Financial Advisors
Leaders-Laggards
When Markets Get Nervous, These Everyday Businesses Tend to Lead
Key Highlights * Investor positioning is shifting toward consumer staples as volatility rises and earnings visibility fades. * Pricing power and brand loyalty are allowing select staples companies to defend margins despite slower growth. * Essential household goods, food, tobacco, and discount retail historically outperform during market corrections. * Predictable cash flows and durable
Macro Observations
Why Today’s Market Selloff Is Really About Japan And Not Greenland
Headlines vs. Market Reality
Lead-Lag Live
The Bailout Economy: Luke Lloyd on AI Liquidity, Asset Ownership, and Why Retirement Thinking Is Broken
In the latest episode of Lead‑Lag Live, host Melanie Schaffer sat down with Luke Lloyd, President and CEO of Lloyd Financial Group, to unpack a theme that increasingly defines modern markets: liquidity first, fundamentals second, and government backstops everywhere. Lloyd framed today’s environment as a “bailout economy,” where
Lead-Lag Live
Aram Babikian: How Geopolitics and National Security Are Reshaping Tech Investing
Markets no longer operate in a geopolitical vacuum. Trade tensions, technology rivalry, supply-chain security, and national defense priorities have become central forces shaping capital allocation. In the latest episode of Lead-Lag Live, host Melanie Schaffer sat down with Aram Babikian, Head of Xtrackers Wealth at DWS, to explore