Closing Thoughts for the Week
Even though the S&P 500 was little changed on the week, we’re still seeing a fairly healthy risk-on shift fueled by Powell’s Jackson Hole commentary. That shift, however, is marked by the return of cyclicals & small-caps, a move away from mega-caps &
Macro Observations
The markets reacted to Donald Trump’s firing of Fed Governor Lisa Cook earlier this week in the same way that it’s reacted to a lot of things lately. With a lot of indifference. The markets barely moved despite the fairly significant implications of what could happen if this
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High Yield Spotlight
Every week, we'll profile a high yield investment fund that typically offers an annualized distribution of 6-10% or more. With the S&P 500 yielding less than 2%, many investors find it difficult to achieve the portfolio income necessary to meet their needs and goals. This
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Sponsored By Infrastructure Capital
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Sponsored By KraneShares
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Sponsored By KraneShares
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Sponsored By Infrastructure Capital
Global View
Cuts Coming Or...
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There Are No Gurus, Only Cycles
Leaders-Laggards
Few.