Newsletter
Passive Investing at a Crossroads
Why Risk, Valuation, and Market Concentration Matter More Than Ever
Michael A. Gayed, CFA
Newsletter
Platinum Is Having a Moment — and It’s Not Random
Platinum is quietly doing something it has not done in years: it’s leading, not lagging. While most investors still frame precious metals through gold and silver, platinum has surged this year amid tightening supply, shifting industrial demand, and changing macro dynamics. What makes the move notable is not just
Newsletter
Today at 1:30 PM ET: Income Investing in 2026 (CE-Credit Eligible Live Webinar)
Sponsored By Infrastructure Capital
Lead-Lag Live
Lead-Lag Live: Why Equity Isn’t Ownership
Kaitlyn Walsh on Stock Options, Tax Traps, and Costly Employee Mistakes
Newsletter
IN 1 DAY: Income Investing in 2026: What Advisors Should Be Watching Now (CE-Credit Eligible Webinar)
Sponsored By Infrastructure Capital
Macro Observations
WHAT ARE GOLD AND SILVER WARNING US ABOUT?!?!?!?!?
Few understand this.
Lead-Lag Live
How Japan, AI, and Defense Spending Are Colliding
In this episode of Lead-Lag Live, portfolio manager Hervé Van Caloen of Mercator Investment Management joined the discussion to unpack what he sees as a powerful global rotation underway—one that stretches well beyond U.S. equities and into Japan, Europe, Latin America, and strategically critical industries like semiconductors,
Closing Thoughts for the Week
Land of the Rising Yields
Will Japan’s quiet shift catch complacent markets off guard?
High Yield Spotlight
OMAH – VistaShares Target 15 Berkshire Select Income ETF (Very High Target Yield)
Warren Buffett’s Berkshire Hathaway has built one of the greatest long-term track records in market history, yet it has never paid a dividend. Buffett has consistently argued that reinvesting capital internally creates more value than distributing cash to shareholders. For investors who prioritize income, that philosophy has always
Global View
Rotation Underway Amid Resilience
Shifting Leadership in a Steady U.S. Backdrop
Newsletter
Introducing the Lead-Lag Advisor Community
A Free, Community-Driven Network for Financial Advisors
Leaders-Laggards
When Markets Get Nervous, These Everyday Businesses Tend to Lead
Key Highlights * Investor positioning is shifting toward consumer staples as volatility rises and earnings visibility fades. * Pricing power and brand loyalty are allowing select staples companies to defend margins despite slower growth. * Essential household goods, food, tobacco, and discount retail historically outperform during market corrections. * Predictable cash flows and durable