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The Allocation No One Talks About, and Why Today's WASDE Just Made It Impossible to Ignore
Agriculture ETFs are 0.01 percent of all ETF AUM. Yesterday's WASDE cut US wheat stocks 22 percent YoY. Live today at 2 PM ET with Jake Hanley of Teucrium. CFP CE credit included.
The Simplest 6% In The Income Market Is A Pure Bet On Rates
Invesco Preferred ETF (PGX) pays 6.31% from 265 mostly investment-grade preferred securities with no leverage and no derivatives. The price has fallen from $15.60 to $10.67 since 2020, and whether that reverses depends entirely on the Fed.
What Consumer Credit Says About Corporate Defaults
Credit card balances 90+ days delinquent hit 13.12 percent in Q1 2026, closing in on the 13.74 percent 2010 record. Auto loans are already at a series-record 5.60 percent. High yield spreads are at 287 basis points. The household ledger has already turned. Corporate credit is still pricing the calm.
The Dollar Round-Tripped. Gold Kept Climbing.
The dollar erased its post-jobs dovish repricing. Gold and crude did not. That gap refutes last week's convergence thesis.