Bitcoin’s Drawdown Is a Sizing Question
Bitcoin fell 53% peak to trough. What that does to a portfolio depends almost entirely on how much of it you own, according to CoinShares’ Research.
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American Century’s Gotelli Talks Key Muni Bonds Opportunity
The fixed income landscape continues to offer real opportunity this year as well as persistent, events-driven uncertainty. Still, cutting through the headlines, investors can find major opportunities inside the portfoli…
Read more →Is it Time to Take a Closer Look at Target Maturity ETFs?
Among the key benefits of the ETF wrapper is the wide range of tools it gives advisors and investors to build tailored fixed income portfolios. And given today’s complex rate and inflation environment, it certainly help…
Read more →Replenishing the Arsenal: How U.S. Missile Shortages Are Driving Defense ETFs
The U.S. military has depleted much of its stockpile of long-range missiles during its five-month conflict with Iran, raising concerns about readiness for future conflicts, according to CNBC analysis. The rapid consumpt…
Read more →ETF Prime: Nuclear ETFs & America’s First Domestic Gold ETF
The nuclear energy renaissance and a new approach to precious metals ETFs headlined this week’s ETF Prime. Host Nate Geraci welcomed Steffan Szumowski, nuclear research analyst at VettaFi, followed by Tarek Saab, CEO an…
Read more →A Fundamental Firm Foundation
With nearly 90% of S&P 500 Index companies having reported their second-quarter earnings, the bottom line has surprised by over 29% thus far compared to analyst estimates (see the chart).
Read more →Top ETF Launches of Summer 2026
The ETF industry continues its fast pace of innovation, with product development showing no signs of slowing. U.S. ETFs ended July with $15.7 trillion in total assets under management, bringing in $193 billion in net ne…
Read more →Long TIPS Yield 3%. Time to Buy?
In late 2008, TIPS yields rose past 3.0%, a juicy rate that lasted barely a month. By 2010, yields had fallen below 2.0%; by 2011, below 1.0%; and just before inflation exploded and the Fed tightened in 2021, the 5-year…
Read more →Q2 2026 Robotics Earnings Show Physical AI Demand Broadening
I’ve often looked at the robotics movement as a “now-and-later” play, meaning that it’s part of the global industrial complex today, defensive against AI disruption (net winner), and increasingly, not just a cyclical, b…
Read more →Goldman Plays Options Offense: Acquiring NEOS to Build Active ETF Powerhouse
Goldman Sachs Asset Management is continuing its aggressive expansion into active, high-yielding options strategies with a definitive agreement to acquire NEOS Investments. Similar to Innovator Capital Management, anoth…
Read more →Copper’s Rise Continues as Gold Tries to Claw Back Lost Ground
After correcting through much of the Iran conflict to date, precious metals are starting to revive based on a set of ETFs through Tuesdayâs close (Aug. 11). Meanwhile, copperâs resilience during the war has endured …
Read more →Guggenheim Ultra Short Income ETF (GCSH) Quarterly Commentary Q2 2026
Past performance is no guarantee of future results. This EFT is not a money market fund and does not seek to maintain a stable net asset value of $1.00 per share. The ETF is not a bank deposit and is not insured or guar…
Read more →Soft Labor Data Clouds the September Decision
Labor market data was soft enough to cast doubt on the timing and magnitude of future Fed hikes, making the upcoming CPI release a key tiebreaker for a September rate decision.
Read more →As CPI Report Expectations Darken, Look to Value ETF Opportunities
This week’s July CPI report looms over markets, with so much uncertainty already bubbling up under portfolios. Investors have options, however, for an outlook that sees inflation continue to resist efforts to tame it. V…
Read more →3 Satellite Communications Stocks Powering UFO
Satellite communications, navigation, spectrum, and connectivity are becoming increasingly important drivers of the space economy. Among the top holdings of the Procure Space ETF (UFO), EchoStar (ECHO), Iridium Communic…
Read more →A Hardware Wallet Hack & the Custody Conversation With Clients
Beginning 30 July, an attacker started sweeping bitcoin from addresses generated by Coldcard, a bitcoin-only hardware wallet made by Canadian firm Coinkite. The first burst took roughly 594 BTC from around 500 wallets i…
Read more →AI’s Next Bottleneck Isn’t Chips, It’s Power Infrastructure
Artificial intelligence data centers are hitting a power problem that has little to do with computer chips, according to a new report from Thornburg Investment Management.
Read more →REX Shares & BMO Launch 3X Leveraged Corporate Bond ETNs
Volatility from shifting Fed expectations and geopolitical events in today’s current environment creates an ideal backdrop for active bond traders. That said, the Bank of Montreal and REX Shares have expanded their Micr…
Read more →4 Key Trends Driving Growth in Canada’s ETF Market
Canada’s ETF market continues to evolve, with active strategies playing an increasingly important role. According to the TSX ETF Report for Q2 2026, investors are looking beyond traditional market-cap-weighted index str…
Read more →What the July Jobs Report Means for Fixed Income Portfolios
Given how uncertain advisors and investors are over the Federal Reserve’s plans for handling interest rates, the July jobs report was perhaps watched even more closely than normal. That being said, the latest report may…
Read more →Solar ETFs Back in Focus After New Polysilicon Tariff
Solar ETFs moved into focus Friday after President Donald Trump announced new tariffs targeting imported products made from polysilicon, a key material used in solar panel manufacturing. The tariffs could give U.S. sola…
Read more →A Quieter Fed Makes This Bond ETF Appealing
Fixed income investors are dealing with more bumps on Bond Road this year than they bargained for. Treasury yields remain elevated, and prevailing market wisdom continues to hold that persistent inflation will keep the …
Read more →2Q26 MLP/Midstream Dividends: MLPs Drive Growth
For the second quarter of 2026, sequential dividend growth across the broad Alerian Midstream Energy Index (AMNA) came primarily from MLPs, while most midstream corporations maintained their dividends. On a year-over-ye…
Read more →Philippines’ Marcos proposes $118 billion budget for 2027
The Philippines’ proposed 2027 national budget puts social services and infrastructure at the center of government spending, with education, public works and health among the biggest beneficiaries as President Ferdinand…
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