I’m having a hard time helping the senior advisor see that I have insights and ideas.

A medieval king was nothing without his sage advisers. It’s not so very different in the Silicon Valley of 2023.

US bank stocks declined after Moody’s Investors Service lowered its ratings for 10 small and midsize lenders and said it may downgrade major firms including U.S. Bancorp, Bank of New York Mellon Corp., State Street Corp., and Truist Financial Corp.

It’s time for our annual August report, “Charts for the Beach.” Each year we highlight five of our favorite charts we think consensus is currently overlooking. So, head for the beach, but be safe and heed the warning about the critical lifeguard shortages. Yet another sign the labor markets are historically tight!

Bitcoin may be closer to bursting out of a period of unusually low volatility if chart patterns and the token’s history are any guide.

July was an impressive asset-gathering month for ETFs. Much of the heavy lifting was done by the industry’s largest ETFs.

It’s no secret that we are currently in a high interest-rate environment. The Federal Funds rate, the benchmark rate in the U.S. set by the Federal Open Market Committee (FOMC), currently sits between the range of 5.00% and 5.25%.

A conversation with Dave Nadig, Financial Futurist, VettaFi and Helen Hayes, MD & Head of iShares Canada, BlackRock

NYSE’s Douglas Yones covers a wide range of topics including active ETFs, Dimensional’s proposed ETF share class structure, surveillance sharing agreements pertaining to spot bitcoin ETF filings, ETFs moving to floor trading, and the importance of industry education. VettaFi’s Roxanna Islam offers perspective on the recent wave of ethereum futures ETF filings and unpacks this year’s stellar performance from the consumer discretionary sector. MUSQ’s David Schulhof spotlights the recently launched MUSQ Global Music Industry ETF.

The seemingly unstoppable rally in homebuilding stocks may face a few potential roadblocks ahead.

Berkshire Hathaway Inc. jumped to a record high after its Saturday earnings report showed an operating profit for the second quarter that exceeded Wall Street expectations.

Cathie Wood said that the US Securities and Exchange Commission may approve multiple spot-Bitcoin ETFs at the same time, reversing an earlier view that her firm would be first in line to get potential approval for the long-awaited product.

There is next to zero chance the government won’t be able to pay its creditors and the Treasury Department’s access to funding is determined by forces far more fundamental than a few capital letters tied to a ratings report.

Wall Street is growing more confident that there won’t be a recession. But one thing that stood out for me from otherwise decent-second quarter earnings is the number of executives claiming their industries are already in recession.

After 17 months of intense fighting, the costs of rebuilding Ukraine will most likely be far higher than previously expected. European countries, which have repeatedly pledged to support Ukraine but have contributed relatively little to its defense thus far, must coordinate and facilitate this effort.

Investors planning for retirement are facing seven significant challenges.

A clear majority of investors expect a US recession before 2024 is out, leading them to view the current bull market in stocks as ephemeral and to favor long-term US Treasuries.

Peter Turchin’s End Times is a brilliant, sprawling, and oft-times maddening look at the rise and fall of nations and empire. He’s worried, and rightly so, about the United States.

Investors in emerging markets are shifting to stocks from bonds as they prepare for the world after monetary tightening.

PayPal Holdings Inc. is rolling out a stablecoin, the first by a large financial company and a potentially significant boost to the sluggish adoption of digital tokens for payments.

With Corporate America’s earnings season nearing an end, the takeaway is clear: Challenges remain, but for a broad swath of companies the worst of the profit pain is likely over as margin-shredding inflation pressures ease.

What is the secret to digital marketing that drives website traffic and leads?

Research Affiliates explain why their long-term return forecasts have risen across asset classes and the implications of their near-term outlook for U.S. recession.

Alphabet Inc., the umbrella organization encompassing Google, is a global conglomerate that has revolutionized the world by organizing information and making it universally accessible and beneficial.

While US economic data continues to deteriorate along with much of the globe, pockets of growth have developed. We continue to be generally cautious but have expanded the portfolio to include Japan where we see opportunity today.

Fitch Ratings unexpectedly downgraded the U.S. credit rating from AAA to AA+, only the second downgrade in U.S. history, citing debt limit standoffs and rising entitlement costs.

Todd Rosenbluth appeared on Bob Pisani’s “ETF Edge” to discuss AI ahead of the coming AI Symposium.

Equity Insights offers research and perspectives from Putnam’s equity team on market trends and opportunities.

New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too.

Due to the energy-intensive nature of the bitcoin mining process, many consider miners and the digital currency itself detractors to environmental, social, and governance (ESG) and sustainability objectives.

Amazon.com Inc. Chief Executive Officer Andy Jassy pulled off a financial double play this earnings season: generating strong revenue growth from the core e-commerce business while cutting the pace of spending. The shares rose about 9% as the markets opened on Friday.

The mood is rapidly souring in the world’s bond market, raising the stakes for Friday’s much-anticipated US monthly jobs data.

Results from Apple Inc. and Amazon.com Inc. after Thursday’s close represent the next big hurdle for the market’s tech-fueled rally, and it may be the hardest to clear.

No amount of power and prosperity can stop the irritation of getting judged for your borrowing habits, as the world’s biggest economy just experienced.

This year in the six months through June 2023, ETF expenses fell just 0.001%, one-fifth of what we would have expected based on the drops over the previous five years, when asset-weighted ETF expense ratios fell by over 0.01% per year, on average, as depicted in the chart below.

While younger investors have taken a growing interest in artificial intelligence, advisors are cautioning individuals against using AI. They’ll use a do-it-yourself approach in hopes of gaining an investing edge.

Equity and fixed income markets experienced heightened volatility amid the Q2 debt-ceiling saga, while currency and derivatives markets were mostly unaffected.

The Bank of Japan announced changes that could allow its yield curve control program to expire gradually if economic conditions are favorable.

As that information presents itself, we may see a fair bit of market choppiness. This is why, even though the market’s monthly moves are fascinating and informative, they are far from instructive for a long-term investor.

Franklin Templeton’s new digital assets primer provides in-depth information on these new concepts and terminologies. In this article, Sandy Kaul, Head of Digital Asset & Industry Advisory Services, summarizes each section in the primer.

Investors can use gold as part of a short-term strategy to hedge against volatility, inflation and weakness in the dollar. Over the long term, it can serve as a portfolio diversifier, providing uncorrelated returns.

BondBloxx Investment Management continues to grow at a rapid pace in a short time. The fixed income specialist has exceeded $2 billion in assets under management. The firm achieved this milestone shortly after reaching $1 billion in AUM in April.

Today, not one Vanderbilt descendant can trace his or her wealth to the vast fortune Cornelius bequeathed.

Exchange-traded fund issuers are once again venturing into crypto territory that regulators had recently steered them away from.

Of all the signs out there that the US will manage to dodge a recession once deemed inevitable, perhaps none is more convincing than this: CEOs across the country are opting to reinvest more of their profits in expansion projects rather than handing the money back to shareholders.

Treasury Secretary Janet Yellen on Wednesday slammed the move by Fitch Ratings to strip the US of its top-tier credit rating, calling it “flawed” and “entirely unwarranted.”

The US Treasury boosted the size of its quarterly bond sales for the first time in 2 1/2 years to help finance a surge in budget deficits so alarming it prompted Fitch Ratings to cut the government’s AAA credit rating a day earlier.

Markets posted a strong first quarter, though it was a rollercoaster ride. The path forward will likely stay turbulent, with bank turmoil likely tightening credit conditions and the Fed still wrestling with inflation.

During the past decade, a turnaround in the Golden State has resulted in higher credit quality for many issuers.

VettaFi’s vice chairman Tom Lydon discussed the ETF of the Week: WisdomTree US SmallCap Earnings Fund (EES) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”