Leaders-Laggards
The Deal That Isn’t a Deal
A 5-Day Pause, a 12% Gold Crash, and Yields That Won’t Come Down
Newsletter
Newsletter
TODAY: What Top RIAs Are Doing Differently Right Now (Free Webinar)
Here’s something I keep hearing from advisors who are growing faster than their peers: the edge isn’t coming from better stock picks or fancier financial plans. It’s coming from how they build portfolios. Not the 60/40 debate. Not alternatives for the sake of alternatives. I’m
Newsletter
TOMORROW: What Top RIAs Are Doing Differently Right Now (Free Webinar — This Wednesday)
Here’s something I keep hearing from advisors who are growing faster than their peers: the edge isn’t coming from better stock picks or fancier financial plans. It’s coming from how they build portfolios. Not the 60/40 debate. Not alternatives for the sake of alternatives. I’m
Newsletter
$JOJO: CE-Credit Webinar on Credit Rotation — Why Static Bond Allocations May Be a Risk
There’s an assumption embedded in most portfolios that rarely gets questioned: Bond exposure should remain relatively stable. Investors rebalance equities. They shift sectors. They tactically rotate internationally. But when it comes to credit exposure, many simply set it and forget it. That assumption deserves scrutiny. Credit is not a
Weekly Signals
Below the Line
Three of four signals favor safety as the S&P 500 breaks further below its 200-day moving average. Gold's crash drives the lone Risk-On reading.
Newsletter
What Top RIAs Are Doing Differently Right Now (Free Webinar — This Wednesday)
Here’s something I keep hearing from advisors who are growing faster than their peers: the edge isn’t coming from better stock picks or fancier financial plans. It’s coming from how they build portfolios. Not the 60/40 debate. Not alternatives for the sake of alternatives. I’m
Newsletter
$JOJO: CE-Credit Webinar on Credit Rotation — Why Static Bond Allocations May Be a Risk
There’s an assumption embedded in most portfolios that rarely gets questioned: Bond exposure should remain relatively stable. Investors rebalance equities. They shift sectors. They tactically rotate internationally. But when it comes to credit exposure, many simply set it and forget it. That assumption deserves scrutiny. Credit is not a
Closing Thoughts for the Week
The Fed, the Field, and the Fracture
When the central bank signals tolerance for pain and the war hits the world’s largest gas field in the same week, what exactly is the market pricing?
High Yield Spotlight
This 11% Yielder Powers AI’s Insatiable Appetite But The Leverage Makes You The Co-Pilot
Energy Infrastructure Is Having Its Moment. The Question Is Whether TYG Is The Best Way To
Newsletter
The New Rules of Portfolio Construction for RIAs (Sponsored By TappAlpha) — A Can't-Miss Webinar
Let me be direct: the old portfolio construction playbook isn’t cutting it anymore. Markets have changed. Client expectations have changed. The advisors who are winning right now aren’t the ones clinging to the same allocation frameworks from a decade ago — they’re the ones willing to rethink how
Global View
Super Week Delivered. Nobody Blinked.
Five Central Banks Held, the Rotation Died, and Brent Hit $116
Global View
When the Bombs Hit the Gas Fields
Gold’s $500 Crash, $119 Oil, and a Fed Frozen in Place