The Bond Market Is Normalizing

What rising correlations could mean for portfolios A mix of stocks and bonds typically helps diversify a portfolio, since stock prices often rise when bond prices fall and vice versa. But lately, that diversification be…

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Bitcoin: the data turned mixed, not weak

Bitcoin consolidated this week as the market sharply reduced its expectations for another near-term rate hike. The catalyst was New York Fed President John Williams, who argued that September’s 25bp hike had reduced the…

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VettaFi Talks Fundamental ETFs on Schwab TV

This week, I appeared on Schwab TV for the New York Stock Exchange. Here’s a brief recap. Key Takeaways: VettaFi index-based American Century Quality Growth ETF (QGRO) and VictoryShares Free Cash Flow ETF (VFLO) recentl…

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Why Forced Selling Can Impact Your Value Portfolio

Traditionally speaking, one of the bigger challenges of value investing is determining whether a company is actually facing a real secular decline or whether a true value opportunity is present. Does this particular sto…

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With Nuclear Investing Evolving, Size Up SMRF

Nuclear energy equities and related ETFs are in the midst of what some market observers argue is a healthy pullback. That indicates a buying opportunity may be afoot with funds such as the ALPS Nautilus SMR, Nuclear & T…

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Two Measures of Inflation: August 2026

The July 2026 AIER Business Conditions Monthly (BCM) shows a sharp reversal in forward-looking conditions, even as measures of current and trailing activity improved. The Leading Indicator fell to 42 from 88 in June, wi…

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The Cushion Beneath the Volatility

Indian banks are once again asking the Reserve Bank of India (RBI) for regulatory relief on losses arising from their investment portfolios. Lenders want permission to spread their mark-to-market (MTM) losses across the…

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