In Scott Bessent vs. The World, Can ‘The House’ Ever Win?
The Treasury secretary is fighting rising rates across the G7. But there’s a battle he can win, and it could create a win-win scenario for investors too.
What If ‘Equal Weight’ Isn’t Equal?
Now I know why the RSP doesn’t look like any breadth indicators I follow.
How to Profit on the FX Markets as the Yen Faces Pivotal Moment
Here’s how U.S. investors can play the underlying trends in the Japanese yen exchange.
The Race Is on for These Two Dividend ETFs. Which Is Best for You?
With a mere $1 billion gap in the way, SCHD is about to dethrone VIG. But bigger isn’t always better.
Two Funds vs. Six: Do More ETFs in Your Portfolio Make It a Better One?
While it’s possible to tilt toward leading asset classes with more funds, it doesn’t always work out.
When Thinking About Rate Hikes, Something Just Doesn’t Compute
Let’s discuss a base case for rates, market ‘fallacies’ and my outlook across the yield curve.
Your ETFs Are Making an AI Bet, Whether You Like it or Not
It’s not just tech concentration in the S&P 500; your value, dividend and international funds are also betting on AI.
Korean Flash Crash Shows Perils of Out-of-Hours Trading
A single sale of 11 shares caused a maximum 30% selldown in Korean heavyweight SK Hynix. Here’s why volatility is so severe during the Asian trading day.
We’re Initiating New Positions in 2 ETFs
Following our cybersecurity strategy, we’re bringing new end-market exposures to the Portfolio.
Retirement Investors, Beware the ‘Direct Indexing’ Schemes
Direct indexing sounds sophisticated, but what do the fees and tax benefits say?