Thornburg’s THOR Skips the Valuation Rally

Thornburg Investment Management’s newest income ETF, THOR, was built around a pattern that has quietly powered much of the market’s gains. That pattern is rising valuations, not stronger earnings.

Read more →

The Gas-to-Nuclear Bridge for AI Data Centers

Amentum (AMTM) announced that the U.S. Department of Energy’s National Nuclear Security Administration (DOE/NNSA) selected them to negotiate a phased lease at the Savannah River Site in South Carolina. The proposed publ…

Read more →

ECB data shows steady lending growth in June

At the turn of the year 2025-26, economic growth surprised on the upside while financial market sentiment remained strong despite high uncertainty. The war in the Middle East is now putting this resilience to the test. …

Read more →

A Renegade Buy Signal: A Dividend Cut

Clearly, there must be a typo in that headline. I’m the one who is always preaching about getting the yield you deserve. So, why would I even consider buying a company that can’t keep its payouts reliable?

Read more →

A New ‘Warsh’ Cycle

On the domestic front, arguably one of the more notable events in 2026 has been the change in Federal Reserve leadership, ushering in a new era for how the U.S. central bank conducts monetary policy and how its actions …

Read more →