Newsletter
If you’ve been waiting for a clean, macro-driven setup that can matter across portfolios, commodities may be one of the most important conversations to have heading into 2026. We go live in two hours for a CE credit-approved webinar on why 2026 could be a pivotal year
Newsletter
For much of the past decade, commodities have lived in the shadow of equities. Growth narratives, technology leadership, and financial assets dominated investor attention, while real assets cycled quietly in the background. That dynamic may be on the verge of changing. As we look ahead to 2026, a growing body
Weekly Signals
Every December, the same question resurfaces on Wall Street: will the market end the year with a seasonal gift, or deliver a lump of coal? The so-called “Santa Claus rally” has become one of the most enduring patterns in market history. Far from a holiday cliché, it reflects a
Lead-Lag Live
Brendan Ahern on Internet Growth, EM Volatility, and Single-Stock Levered ETFs
Lead-Lag Live
Key Takeaways * Cash is no longer a passive holding. In a higher-rate, more volatile environment, liquidity itself has become a strategic asset. * TRSY is designed as a modern cash-management tool, offering exposure to U.S. Treasury bills with maturities of zero to one year. * Unlike CDs, TRSY trades
Newsletter
Social media is crucial for growing an advisory practice. In fact, roughly half of affluent investors say they’re more likely to engage with advisors who have a social media presence, and 79% of Millennials and Gen Z have sought financial advice on social platforms. But posting consistently can be
Closing Thoughts for the Week
Key Highlights * U.S. equities pulled back during the week ended December 12, with weakness concentrated in large-cap technology even as the Dow and small caps posted gains. * Market leadership rotated beneath the surface, as domestically oriented and value-sensitive stocks outperformed headline indices. * Treasury yields remained volatile near
Macro Observations
Japan rarely dominates crypto headlines, yet the country may soon become one of the most important proving grounds for Ripple and its XRP token. The reason is not speculative excitement. It comes from structural features of Japan’s financial system that naturally align with the type of infrastructure Ripple has
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Sponsored By GraniteShares
Newsletter
Sponsored By GraniteShares
Leaders-Laggards
Silver has dramatically outperformed broader markets this year, driven by a convergence of macro catalysts that have revived interest in precious metals. Persistent inflation, declining real yields, and a shift toward tangible safe-haven assets have strengthened the case for silver, which has long benefited from its dual identity as
Closing Thoughts for the Week
Key Highlights * Markets advanced for a second straight week, with the S&P 500, Nasdaq, and Dow all closing within reach of record highs.¹ * Fed expectations solidified, with futures pricing an ~90% chance of a 25 bps rate cut next week amid cooling inflation and improving labor data.¹³ * Small