Buffett’s growing cash reserves signal caution in an overvalued U.S. market, where the S&P 500’s lofty multiples point to muted future returns. Japanese equities offer compelling valuations, higher ...
While the S&P 500 Index has reached new highs, the MSCI Emerging Markets (EM) Index remains 20% below its 2021 peak, presenting a potential valuation and mean reversion opportunity for investors.
The approval of spot bitcoin ETFs in January 2024 catalyzed a surge in Bitcoin’s price to $70,000, but regulatory headwinds and profit-taking contributed to a period of consolidation through most of ...
Listen to the blog post below: How many exchange-traded funds (ETFs) have roughly $300 billion in assets under management? Very, very few. The Invesco QQQ Trust, Series 1 (QQQ), designed to track the ...
Listen to the blog post below: The headlines from last week have been negative for commodities: A new Trump presidency points to higher tariffs, more U.S. oil and gas production and a stronger dollar.
No, this is not another election piece. Yes, there are tailwinds and headwinds from the recent storms. With the myriad potential policies of reshoring manufacturing, these are underappreciated trends.
Certain U.S. state privacy laws, including the California Consumer Privacy Act, provide you with rights regarding how your personal information is treated. Under ...
In 2024, gold prices reached record highs, showcasing strong performance along with equities—a rare dual rally that enhances portfolio diversification potential. Historical data reveals gold’s mixed ...
Following the U.S. presidential election, U.S. Treasury (UST) yields experienced a sharp rise akin to the “Trump Trade” of 2016, but the market will shift its focus back to macroeconomic data and ...