Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, rallied in premarket trading after predicting a boom in demand for its artificial intelligence chips.
From Wall Street funds to small-time day traders, those who dared to bet big on Elon Musk’s business empire are closing out the year with hefty payoffs, as Donald Trump’s US election win turbocharges the fortunes of the world’s richest man.
Let's take a close look at November's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.8% of total employed workers are full-time (35+ hours) and 17.2% of total employed workers are part-time (<35 hours).
China got a head start on a looming trade war with the US by showcasing a new range of tools it’s prepared to use if Donald Trump makes good on his threat to punish the world’s second-biggest economy with tariffs.
To most of us, a power plant is a source of electricity. To Exxon Mobil Corp., it’s a machine that converts natural gas into money. And this is a propitious time for doing that.
In the two years since ChatGPT burst onto the scene, artificial intelligence has come to dominate investor consciousness more than any other technological breakthrough in the past two decades.
Our outlook on the 11 S&P 500 equity sectors.
Riverfront's stock selection team performs analysis on individual equities that provides useful insights into how we position our portfolios.
Better than expected economic data in November appears to be thwarting the FOMC's efforts to engineer lower short-term interest rates.
Here are six key areas where AI can make a transformative impact on financial advisory practice.
What is there to say with Bitcoin at $100,000 for those of us who thought $10,000 looked nuts.
ByteDance Ltd.’s options for TikTok in the US are looking increasingly desolate, as the tech war between Washington and Beijing boils over.
Google debuted a new version of its flagship artificial intelligence model that it said is twice as fast as its previous version and will power virtual agents that assist users.
There are not many attractive opportunities in the US large-cap space. History suggests the market is overdue for a correction.
For us as investors, we can say that this is déjà vu all over again as we practice our stock picking discipline.
The Santa Claus rally that started a few weeks back continued as the market logged its 53rd record high for 2024. While the Scrooges bemoaned inflation and tariffs, other investors embraced the strong economic data and loaded their sleds with market returns.
Financial advisors are in a prime position to help clients adopt preventive measures against tax-related identity theft. Effective protection involves a mix of robust security practices, ongoing fraud prevention education, and tools for monitoring client accounts.
We decided to see which companies saw the greatest spillover effects from these two revolutionary technologies.
Alphabet Inc.’s Google is investing in mega energy parks that will generate renewable power as the company races to fuel its data centers.
Investors can now choose from about $100 billion in ETFs that provide leveraged long or short exposure to a broad range of popular stock indexes and individual companies.
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
Might another market liquidity event be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise.
China has opened a probe into Nvidia Corp. over suspicions that the US chipmaker broke anti-monopoly laws around a 2020 deal, taking aim at the AI heavyweight as Washington ramps up sanctions.
Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify.
Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.
Just a few short years (months?) ago, few would have believed it possible. But it happened: Bitcoin has traded above $100,000 for the first time ever.
Investment themes are highly dynamic, shouldn’t your investment process be too? Learn about a systematic framework to help with identifying and investing across the themes driving markets.
CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.
Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.
Dana Rhodes is the COO of Axtella, contributing valuable expertise on money matters and crafting impactful wealth management programs.
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety systems in a modern automobile, which includes an airbag. Importantly, each of these systems work together to potentially help smooth the ride.
Bitcoin has shot up more than 40% since Donald Trump’s victory in the US presidential election, in part on hopes that he’ll champion a government reserve devoted entirely to the cryptocurrency.
The passive-investing juggernaut is picking up speed — and it’s stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.
There was a great chart in a recent Goldman Sachs Group Inc. report that got me wondering whether medium-size companies might have superpowers. Here’s my adaptation of the original graphic
Hedge fund executive Cliff Asness says artificial intelligence is becoming “annoyingly better” at doing parts of his job.
The explosive growth of the ETF industry has attracted a full range of new entrants this year — from smaller individuals to the largest hedge funds in the world. More and more fund managers are making their foray into the world of ETFs.
China’s major technology stocks have been left behind in this year’s global frenzy over artificial intelligence, and a lack of demand for actual AI usage coupled with geopolitical pressures make it unlikely they can cash in anytime soon.
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
In their 2025 outlook, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein say a changing macroeconomic backdrop could create new pockets of leadership in global equity markets.
We compare investor risk-taking behaviors at the start of the bull market with those nearly 16 years later. We also analyze key market areas that can offer essential diversification to help manage overall portfolio risk.
While politics garner headlines, fundamentals drive the market over the long term.
Embracing technology is essential in wealth management. Our clients expect – as they should – that we’ll stay on top of trends and use digital tools for their benefit where it makes sense.
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
Governments can contribute to the progress of technology and the economy. The questions are how to do so, and how much to spend.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard S&P 500 ETF (VOO) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Big banks have been warning their investors about the competition they face from private credit, electronic market makers and others for some time.
The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?
Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.
Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.
It’s been nearly two years since generative artificial intelligence (AI) took the world by storm, with the release of large language models like ChatGPT, Copilot, and Gemini dazzling humankind with their ability to interpret human requests and respond with the desired output.
2024 is set to enter Wall Street’s hall of fame of bull years.
Saturday marks two years since OpenAI posted an oddly named widget called ChatGPT to the web. Its staffers placed bets on how many users it would accumulate, the highest estimate being 100,000. How wrong they were.
The boom in portfolio trading, where investors can buy or sell scores of corporate bonds with just a few clicks of a mouse, is fueling mega trades that were rare in credit markets just a few years ago.
AI can be a powerful tool, but one that demands thoughtful, measured implementation. Taking thoughtful steps now to integrate and innovate with AI will keep you competitive. Turn your back on it and you’re probably not in business in the long run.
Merrie Zhang shares how direct indexing works, the potential benefits of it, and best practices on selecting a provider.
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
Going into Thanksgiving week, we are reassured of two things we already knew about artificial intelligence, but that could play a role in portfolio allocation decisions for the new year.
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.
Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall Street forecasts suggest that, in aggregate, the seven large-capitalization companies will perform just a whisker better than the “S&P 493” next year...
There’s been a sea change among tech investors during the past month: Software stocks are hot, while semiconductor makers are not.
You won’t catch a fish unless your line is in the water, and you won’t benefit from the market’s potential move higher unless you are invested.
News broke this week that the US Department of Justice wants to force Alphabet Inc.’s Google to sell Chrome, its dominant web browser. That has led to much head scratching in the tech industry.
Take a moment to understand a few recent breakthroughs in medicine and explore a few ways to get actionable exposure to them with ETFs.
VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Advisors that ignore – or are unable – to conduct bottom-up financial analysis will continue to mistakenly base their valuation assertions on dated charts and calendars with predictably flawed results.
The headlines regarding Trump's proposed tariffs and their inflationary consequences are undoubtedly worrying, but will they prove correct?
With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of “Trumpflation.” Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years.
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
Most important advances in technology occur when someone combines a variety of innovations in different fields in a commercially successful way.
Sirion Skulpone of Goldman Sachs Asset Management talks through the risks of being concentrated in individual stocks.
Why the equity market rally following the U.S. presidential election could continue into year-end.
To judge by the action in some foreign markets, Donald Trump’s election is pricing in economic winter.
The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.
US banks enjoyed a sharp stock price jump on Donald Trump’s election victory; two weeks later, they’ve held onto those gains. There’s one good reason for this — and several poor ones, all to do with regulation.
Nvidia Corp. assured investors that its new product lineup can maintain the company’s artificial intelligence-fueled growth run, though the rush to get the chips out the door is proving more costly than expected.
Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.
Lost in the excitement of election week was a meeting of the Federal Reserve. At its conclusion, interest rates were lowered by another quarter-point. But where they are heading from here is a matter of increasing uncertainty.
Bitcoin climbed to a record high for a second consecutive day, with MicroStrategy Inc. accelerating the pace of its massive purchases of the cryptocurrency.
The multi-trillion-dollar artificial intelligence boom was built on certainty that generative models would keep getting exponentially better. Spoiler alert: they aren’t.
Gen Z and millennials are widely considered to be the most diverse and socially conscious generations yet. They are vocal about their interest in driving social impact. And their values and priorities dictate their actions, all of which are actively shaping the future.
I think I have all the information I need to provide a view that others can confidently rely on, whether personal or professional advice. There’s just one problem: I’m often wrong. Why is that?
GMO has posted a new 7-Year Asset Class Forecast.
In this video, Part 2 of 2, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will be looking for value in the Consumer Discretionary Sector and go over the final 4 of the 15 consumer discretionary stocks that look reasonably valued.
In sport, play is limited by time or innings. Lineups are set, rules are fixed and boundaries are defined. Winners are determined objectively.
Bitcoin set another all-time high, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Donald Trump.
Here are four key questions to help pinpoint where the break in your sales process might be occurring
Nvidia Corp., the chipmaker at the center of a boom in artificial intelligence use, is teaming up with Alphabet Inc.’s Google to pursue another technology once relegated to science fiction: quantum computing.
The era of explosive growth in multistrategy hedge funds is over, according to billionaire Ken Griffin, who runs one of the biggest such firms.
Innovative ETFs
Broadcom Shares Jump After Chipmaker Predicts AI Sales Surge
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, rallied in premarket trading after predicting a boom in demand for its artificial intelligence chips.
A 500% Rally Shows the Elon Musk Euphoria for Bold-Faced Fund
From Wall Street funds to small-time day traders, those who dared to bet big on Elon Musk’s business empire are closing out the year with hefty payoffs, as Donald Trump’s US election win turbocharges the fortunes of the world’s richest man.
A Closer Look at Full-time and Part-time Employment
Let's take a close look at November's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.8% of total employed workers are full-time (35+ hours) and 17.2% of total employed workers are part-time (<35 hours).
Xi Readies Bargaining Chips for US Trade War
China got a head start on a looming trade war with the US by showcasing a new range of tools it’s prepared to use if Donald Trump makes good on his threat to punish the world’s second-biggest economy with tariffs.
Exxon's AI Power Play Aims to Beat Nuclear
To most of us, a power plant is a source of electricity. To Exxon Mobil Corp., it’s a machine that converts natural gas into money. And this is a propitious time for doing that.
Big Tech Is Betting on AI. Should You?
In the two years since ChatGPT burst onto the scene, artificial intelligence has come to dominate investor consciousness more than any other technological breakthrough in the past two decades.
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
Value Investing in the US and Beyond
Riverfront's stock selection team performs analysis on individual equities that provides useful insights into how we position our portfolios.
Better Than Expected Economic Data in November
Better than expected economic data in November appears to be thwarting the FOMC's efforts to engineer lower short-term interest rates.
How Artificial Intelligence Can Transform Your Practice
Here are six key areas where AI can make a transformative impact on financial advisory practice.
Does Bitcoin at $100,000 Signal a Last Laugh for HODLers?
What is there to say with Bitcoin at $100,000 for those of us who thought $10,000 looked nuts.
From TikTok to Nvidia, the Tech War Is Getting Uglier
ByteDance Ltd.’s options for TikTok in the US are looking increasingly desolate, as the tech war between Washington and Beijing boils over.
Google Rolls Out Faster Gemini AI Model to Power Agents
Google debuted a new version of its flagship artificial intelligence model that it said is twice as fast as its previous version and will power virtual agents that assist users.
Valuations Have Richened, But Areas Outside of Large-Caps Remain Attractive
There are not many attractive opportunities in the US large-cap space. History suggests the market is overdue for a correction.
Déjà Vu All Over Again
For us as investors, we can say that this is déjà vu all over again as we practice our stock picking discipline.
Market Continues Record Streak: Santa Claus Rally in Full Swing
The Santa Claus rally that started a few weeks back continued as the market logged its 53rd record high for 2024. While the Scrooges bemoaned inflation and tariffs, other investors embraced the strong economic data and loaded their sleds with market returns.
A Taxpayer Horror Story: How One Client’s $800,000 Tax Refund Was Stolen and What Advisors Can Do About It
Financial advisors are in a prime position to help clients adopt preventive measures against tax-related identity theft. Effective protection involves a mix of robust security practices, ongoing fraud prevention education, and tools for monitoring client accounts.
The Spillover Effects of NVIDIA and Ozempic
We decided to see which companies saw the greatest spillover effects from these two revolutionary technologies.
Google Invests in Venture to Build Energy Parks for Data Centers
Alphabet Inc.’s Google is investing in mega energy parks that will generate renewable power as the company races to fuel its data centers.
Leverage It or Leave It? Making Sense of Turbo-Charged ETFs
Investors can now choose from about $100 billion in ETFs that provide leveraged long or short exposure to a broad range of popular stock indexes and individual companies.
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
Frontrunning the Fed: Liquidity Is Worth Watching
Might another market liquidity event be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise.
Nvidia Hit With China Probe in Escalation of Global Tech Wars
China has opened a probe into Nvidia Corp. over suspicions that the US chipmaker broke anti-monopoly laws around a 2020 deal, taking aim at the AI heavyweight as Washington ramps up sanctions.
Leverage And Speculation Are At Extremes
Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify.
Homes for Christmas
Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.
Bitcoin’s Rise to $100,000 Signals Global Adoption Shift
Just a few short years (months?) ago, few would have believed it possible. But it happened: Bitcoin has traded above $100,000 for the first time ever.
Thematic Investing: Tomorrow’s Themes, Today
Investment themes are highly dynamic, shouldn’t your investment process be too? Learn about a systematic framework to help with identifying and investing across the themes driving markets.
Macro Drivers: Actively Navigating Change and Complexity in 2025
CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.
Franklin Templeton’s 2025 Outlooks for Equities and Fixed Income Sectors
Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.
Axtella COO Looks Ahead to the Firm’s Future
Dana Rhodes is the COO of Axtella, contributing valuable expertise on money matters and crafting impactful wealth management programs.
The December 2024 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety systems in a modern automobile, which includes an airbag. Importantly, each of these systems work together to potentially help smooth the ride.
A Bitcoin Reserve Would Be a Bad Deal for Americans
Bitcoin has shot up more than 40% since Donald Trump’s victory in the US presidential election, in part on hopes that he’ll champion a government reserve devoted entirely to the cryptocurrency.
A $500 Billion Haul Reignites Passive Controversy on Wall Street
The passive-investing juggernaut is picking up speed — and it’s stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.
Mid-Caps Could Be the Magnificent Refuge Tech Investors Need
There was a great chart in a recent Goldman Sachs Group Inc. report that got me wondering whether medium-size companies might have superpowers. Here’s my adaptation of the original graphic
Asness’ AI Twin Heralds End of Human Fund Managers
Hedge fund executive Cliff Asness says artificial intelligence is becoming “annoyingly better” at doing parts of his job.
ETFs Gone Hollywood? Heavyweights Enter the ETF Fray
The explosive growth of the ETF industry has attracted a full range of new entrants this year — from smaller individuals to the largest hedge funds in the world. More and more fund managers are making their foray into the world of ETFs.
China Tech Stocks Left Behind in Traders’ Hunt for AI Winners
China’s major technology stocks have been left behind in this year’s global frenzy over artificial intelligence, and a lack of demand for actual AI usage coupled with geopolitical pressures make it unlikely they can cash in anytime soon.
Positive Earnings Trends Heading into 2025, S&P 500 Price Targets Rolling In
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
A More Dynamic Playing Field for Equity Investors
In their 2025 outlook, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein say a changing macroeconomic backdrop could create new pockets of leadership in global equity markets.
Emphasize Value as Investors Increasingly Throw Caution to the Wind
We compare investor risk-taking behaviors at the start of the bull market with those nearly 16 years later. We also analyze key market areas that can offer essential diversification to help manage overall portfolio risk.
Equity Markets Carried in November by Post-election Rally
While politics garner headlines, fundamentals drive the market over the long term.
Transforming the Client Experience With Technology
Embracing technology is essential in wealth management. Our clients expect – as they should – that we’ll stay on top of trends and use digital tools for their benefit where it makes sense.
2025 Global Outlook: Clearing the Hurdles
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
Special Report: Astoria’s 10 ETFs for 2025
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
The 2024 Economics Nobel
Governments can contribute to the progress of technology and the economy. The questions are how to do so, and how much to spend.
Vanguard S&P 500 ETF (VOO)
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard S&P 500 ETF (VOO) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Investment Banks Will Lose Billions of Dollars to Private Rivals
Big banks have been warning their investors about the competition they face from private credit, electronic market makers and others for some time.
The Changing Nature of the Stock Market
The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?
BUZZ Investing: Election Sparks 'Trump Trade' Rally
Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.
Beyond the Trump Trade: US Equity Investing in a New Policy Era
Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.
The Value of AI in Asset Management
It’s been nearly two years since generative artificial intelligence (AI) took the world by storm, with the release of large language models like ChatGPT, Copilot, and Gemini dazzling humankind with their ability to interpret human requests and respond with the desired output.
The Vintage Year for US Stock Markets That Few People Expected
2024 is set to enter Wall Street’s hall of fame of bull years.
ChatGPT’s $8 Trillion Birthday Gift to Big Tech
Saturday marks two years since OpenAI posted an oddly named widget called ChatGPT to the web. Its staffers placed bets on how many users it would accumulate, the highest estimate being 100,000. How wrong they were.
Corporate Bond ETFs Are Fueling a Rise in Monster Block Trades
The boom in portfolio trading, where investors can buy or sell scores of corporate bonds with just a few clicks of a mouse, is fueling mega trades that were rare in credit markets just a few years ago.
AI in Asset and Wealth Management: Going Beyond the Hype
AI can be a powerful tool, but one that demands thoughtful, measured implementation. Taking thoughtful steps now to integrate and innovate with AI will keep you competitive. Turn your back on it and you’re probably not in business in the long run.
Keep More of What You Earn With Direct Indexing
Merrie Zhang shares how direct indexing works, the potential benefits of it, and best practices on selecting a provider.
Breadth of Life: Post-Election Market Trends
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
ETFs for Artificial Intelligence’s Broadening Reach
Going into Thanksgiving week, we are reassured of two things we already knew about artificial intelligence, but that could play a role in portfolio allocation decisions for the new year.
Yardeni And The Long History Of Prediction Problems
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.
The Magnificent 7 Are Beginning to Look Average
Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall Street forecasts suggest that, in aggregate, the seven large-capitalization companies will perform just a whisker better than the “S&P 493” next year...
Software Is In, Chips Are Out as Traders Position for Trump Era
There’s been a sea change among tech investors during the past month: Software stocks are hot, while semiconductor makers are not.
When Fishing or Investing, Patience Is Key
You won’t catch a fish unless your line is in the water, and you won’t benefit from the market’s potential move higher unless you are invested.
Google Chrome's Divorce Is the DOJ's Antitrust Warm-Up Act
News broke this week that the US Department of Justice wants to force Alphabet Inc.’s Google to sell Chrome, its dominant web browser. That has led to much head scratching in the tech industry.
Disruptive Theme of the Week: Breakthroughs in Medicine
Take a moment to understand a few recent breakthroughs in medicine and explore a few ways to get actionable exposure to them with ETFs.
Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA)
VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Avoiding Analytical Distortions
Advisors that ignore – or are unable – to conduct bottom-up financial analysis will continue to mistakenly base their valuation assertions on dated charts and calendars with predictably flawed results.
Trump Tariffs Are Inflationary, Claim the Experts
The headlines regarding Trump's proposed tariffs and their inflationary consequences are undoubtedly worrying, but will they prove correct?
“Trumpflation” Risks Likely Overstated
With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of “Trumpflation.” Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years.
Stephen Harper’s Blueprint for Economic Growth and Middle-Class Prosperity
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
Goldman Gives the Blockchain Revolution a Home
Most important advances in technology occur when someone combines a variety of innovations in different fields in a commercially successful way.
Tackling Concentrated Stock Risk
Sirion Skulpone of Goldman Sachs Asset Management talks through the risks of being concentrated in individual stocks.
Why the Election Rally Could Continue
Why the equity market rally following the U.S. presidential election could continue into year-end.
Japan Needs M&A to Change the Vibe
To judge by the action in some foreign markets, Donald Trump’s election is pricing in economic winter.
Negative Correlations, Positive Allocations
The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.
Banks Hoping For Looser Trump Reins Are Too Giddy
US banks enjoyed a sharp stock price jump on Donald Trump’s election victory; two weeks later, they’ve held onto those gains. There’s one good reason for this — and several poor ones, all to do with regulation.
Nvidia Says New Chip on Track After Forecast Disappoints
Nvidia Corp. assured investors that its new product lineup can maintain the company’s artificial intelligence-fueled growth run, though the rush to get the chips out the door is proving more costly than expected.
Opportunities and Challenges of Trump 2.0
Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.
Paul Tudor Jones: I Won’t Own Fixed Income
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.
What’s Ahead for the Fed
Lost in the excitement of election week was a meeting of the Federal Reserve. At its conclusion, interest rates were lowered by another quarter-point. But where they are heading from here is a matter of increasing uncertainty.
Bitcoin Rises to Record With MicroStrategy Stepping Up Purchases
Bitcoin climbed to a record high for a second consecutive day, with MicroStrategy Inc. accelerating the pace of its massive purchases of the cryptocurrency.
AI’s Slowdown Is Everyone Else’s Opportunity
The multi-trillion-dollar artificial intelligence boom was built on certainty that generative models would keep getting exponentially better. Spoiler alert: they aren’t.
4 Ways to Help the Next Gen Turn Aspiration to Impact
Gen Z and millennials are widely considered to be the most diverse and socially conscious generations yet. They are vocal about their interest in driving social impact. And their values and priorities dictate their actions, all of which are actively shaping the future.
The Peril of Relying on Incomplete Information
I think I have all the information I need to provide a view that others can confidently rely on, whether personal or professional advice. There’s just one problem: I’m often wrong. Why is that?
GMO 7-Year Asset Class Forecast: October 2024
GMO has posted a new 7-Year Asset Class Forecast.
4 Undervalued Consumer Discretionary Stocks for 2024 Revealed by FAST Graphs
In this video, Part 2 of 2, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will be looking for value in the Consumer Discretionary Sector and go over the final 4 of the 15 consumer discretionary stocks that look reasonably valued.
Overseas Consequences of the U.S. Election
In sport, play is limited by time or innings. Lineups are set, rules are fixed and boundaries are defined. Winners are determined objectively.
Bitcoin Sets Another Record Amid US’s Growing Embrace of Crypto
Bitcoin set another all-time high, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Donald Trump.
Are Your Leads Unqualified, or Are You Losing the Sale?
Here are four key questions to help pinpoint where the break in your sales process might be occurring
Nvidia Is Helping Google Design Quantum Computing Processors
Nvidia Corp., the chipmaker at the center of a boom in artificial intelligence use, is teaming up with Alphabet Inc.’s Google to pursue another technology once relegated to science fiction: quantum computing.
Citadel’s Ken Griffin Says Multistrategy Hedge Fund Boom Is Over
The era of explosive growth in multistrategy hedge funds is over, according to billionaire Ken Griffin, who runs one of the biggest such firms.