Closing Thoughts for the Week
This Is About Oil
Could War Bring Back The Reverse Carry Trade?
Latest
High Yield Spotlight
This 11% Yielder Looks Primed For A Distribution Cut
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 report
Macro Observations
The Dollar vs. Treasury Yields: One Of Them Is About To Give
A trade deal between the U.S. and China was supposed to be one of the things that would mark a return to normalcy for the markets and maybe even ignite the next leg of the bull market. Even though we got one this week (who knows what’s actually
Global View
The Headline Event Of The Week
Meanwhile, Treasuries Are Stabilizing?
Leaders-Laggards
Another Tech-Only Rally
A Pair Of Tailwinds
Weekly Signals
Deceptive Strength
Why a Cooling Labor Market Isn’t Cooling Investor Enthusiasm
Lead-Lag Live
Why U.S. Stocks Are Overvalued: The Case for Global Investing
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
Tuesday
Few.
Macro Observations
Tariffs, Debt & A Broken Dollar: A U.S. Crisis Of Confidence
2025 has been a year filled with what one could charitably describe as “worry”. Around Trump’s inauguration, he re-emphasized his America First agenda with a series of policy announcements centered around protectionist trade and economic policies. His trade war has blanketed most of the United States’ biggest global
High Yield Spotlight
A 12% Yielder Primed For A Deregulation Tailwind
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 report
Global View
Another Day, Another Change In Tariff Policy
I Need Sleep
Leaders-Laggards
Few Leaders
The Inflation Issue