Newsletter
Passive Investing at a Crossroads
Why Risk, Valuation, and Market Concentration Matter More Than Ever
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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
Newsletter
Why Credit Markets Are at a Crossroads Heading Into 2026 — and What It Means for $JOJO
Have credit markets truly settled down, or are they simply catching their breath? Through much of 2025, corporate credit appeared remarkably calm. High-yield bond funds rallied, defaults stayed low, and investors grew comfortable with the idea that the worst of the tightening cycle had passed. Beneath that surface, however,
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?
Newsletter
Why Tactical Allocation Funds Like ATACX Matter in a Late-Cycle Environment
Key Highlights * The U.S. economy is showing multiple late-cycle signals, including slowing growth, a persistent yield-curve inversion, and weakening leading indicators.¹²³ * Late-cycle environments increase the risk of sudden market reversals, making static portfolio allocations more vulnerable. * Tactical allocation funds like the ATAC Rotation Fund (Ticker: ATACX)
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