AI ETFs: Memory & Photonics Move Into Focus

Key Takeaways: AI investing is broadening beyond processors to memory and photonics, which address critical data storage and connectivity bottlenecks. Both memory and photonics ETFs offer targeted access to global leade…

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Matthew Tuttle on Investing in AI Infrastructure

Artificial intelligence is reshaping not only the technology sector, but also how investors define value. In a recent webinar, Matthew Tuttle, CEO and CIO of Tuttle Capital Management, and Frances Newton, CIO of Tuttle …

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Confluence Asset Allocation Quarterly

We expect US GDP growth near its long-run trend over the forecast period, with recession risk remaining low, but not zero. The key reason is the policy mix. Monetary policy is likely to lean more dovish as growth cools,…

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Cryptocurrencies: Bitcoin Roughly Flat This Week

This weekly update tracks some of the largest cryptocurrencies by market share: Bitcoin and Ether. While both are considered high-risk assets, they possess foundational differences that investors should understand. We h…

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Cloud & E-Commerce Gains Lift OGIG in July

Cloud stocks fueled July gains for the O’Shares Global Internet Giants Index, the benchmark behind the ALPS O’Shares Global Internet Giants ETF (OGIG). The index climbed 5.1% for the month, according to attribution data…

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Non-U.S. Tech Growth Outpaces U.S., Thornburg Says

International technology companies are on track to deliver faster earnings growth than their U.S. counterparts through 2028. Key Takeaways: Non-U.S. tech earnings could grow 58% annually through 2028, versus 35% for U.S…

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If China Stocks Are Back in Style, CWEB Can Surge

The recent initial public offering (IPO) of semiconductor manufacturer CXMT enriched insiders and early investors at that China tech company. It could also serve to renew interest in other China growth stocks. If that p…

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Commodities Trade Still Has Gas in Its Tank

With gold and silver slumping and oil surging, it’s been an interesting, if not turbulent seven months for commodities. Those are the breaks, when getting involved with futures and spot markets. For many investors, the …

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How To Build Your Very Own Humanoid Robot

It’s the middle of summer, and what better way to spend some of those extra hours of sunlight than to take on a fulfilling project? The team at the ROBO Global Robotics and Automation Index (ROBO) thought we’d help you …

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The PCE Makeover

Confluence Investment Management offers various asset allocation products which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every o…

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