The Price of Being Right.

The comparison is understandable. Technological breakthroughs have a long history of attracting capital, capturing investors’ imaginations, and creating expectations that eventually prove difficult to satisfy. Today, en…

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White House Bitcoin Support Sparks This ETF

On the back of the White House’s cryptocurrency confab, which brought together policymakers and leaders of the digital asset community, Bitcoin notched a double-digit gain over August 19-20 — a rally that pumped new lif…

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T. Rowe Price Acquires $19 Billion F/m Investments

Leading asset managers T. Rowe Price announced the acquisition of $19 billion F/m Investments in a press release Thursday afternoon. The deal brings F/m’s suite of leading fixed income strategies and ETFs into T. Rowe P…

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Cryptocurrencies: Bitcoin Up 9% 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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South Korea Volatility Builds Case for BCEM

Recent market turbulence across South Korea’s benchmark technology leaders underscores the importance of active management in emerging markets (EM) investing. As companies like SK Hynix and Samsung Electronics navigate …

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Target vs. Lowe’s: A Tale of 2 Retail Q2s

Wednesday, August 19 turned out to be a very interesting day for those who keep a close eye on earnings for major retailers. This is because both Lowe’s and Target reported their Q2 2026 results, with noticeably differe…

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China’s Threat to the AI Investment Boom

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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