How the ETF Wrapper Unlocks Energy Stocks in FENY

To say it’s been an interesting year for energy stocks is an understatement, yet for many investors, performance has remained remarkably consistent. While volatile energy costs significantly impact the broader economy a…

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July 2026 Market Commentary

The market came into the 2nd quarter of 2026 with weakness due to concerns over Trump’s launch of operation Epic Fury alongside Israel against Iran. In the month of April, global markets experienced a turnaround resulti…

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If ASML Is Awesome Again, This ETF Could Surge

Dutch semiconductor equipment giant ASML Holding NV (ASML) is not a value stock in the strictest sense of that term, but like any other growth stock, this artificial intelligence (AI) play delivers periods in which it o…

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Productivity Driving Profits

SUMMARY Job market holding up, with layoffs down 40% from this time last year. US productivity above trend — up 2.8% year-over-year. Profits and cash flow at record highs suggest Corporate America remains solid. We are …

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Active Tech ETF TTEQ is Lapping Its Benchmark

Every investor hopes their ETFs will outperform. Finding one that has done so over multiple time frames can make a big difference. Tech ETF investing has rewarded investors, but with valuations high and rising uncertain…

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Active ETFs Top $2 Trillion, Led by Bond Demand

Active exchange-traded funds crossed $2 trillion in assets for the first time in July, according to State Street Investment Management. The category gathered $58.5 billion during the month, pushing year-to-date inflows …

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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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