Flashing Yellow Light Guides Three Rules

Since our last ‘Three Tactical Rules’ update on June 9th, the S&P 500 is up less than one percent. The stagnation by the equity index has been due to the cooling of the AI trade. Like the S&P 500, the Three Rules have a…

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Cryptocurrencies: Bitcoin Inches Down 4% 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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Reprogramming the Fed’s Reaction Function

The month following Fed Chair Warsh’s first meeting has seen no shortage of drama, as U.S./Iran hostilities resumed (then paused again), inflation surprised to the downside, and the market ascribed an increasing probabi…

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FDIF: An All-In-One ETF Solution for Disruption

In a market environment fraught with sticky inflation, rapid AI integration, and shifting geopolitical landscapes, growth strategies are being tested. Investors seeking exposure to the next generation of industry leader…

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Leaning Into Growth, Wisely

Lean into growth, but diversify. That was an interesting midyear market call I heard this week, and one that rang slightly surprising — and, yet, not surprising at all.

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Sweden’s GDP grows 1.4% in second quarter

At the end of the second quarter of 2025, the general government gross debt to GDP ratio in the euro area (EA20) stood at 88.2%, increasing when compared with 87.7% at the end of the first quarter of 2025. In the EU, th…

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Municipal Bond Juice Still Worth the Squeeze

Without the support of rate cuts by the Federal Reserve, it’s been a lethargic year in terms of performance by municipal bonds and the related ETFs, but that doesn’t mean advisors and fixed income investors should ignor…

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