Newsletter
Last Chance: Award-Winning Market Insights for $0.27/Day
Award-Winning Research Delivered Daily
Latest
Newsletter
đ Thanksgiving Day Message â A Note of Gratitude & My Best Offer of the Year
Leaders-Laggards
Biotech Breaks Away: Risk-On Rally Underpins Sector Outperformance
The biotech sector has found its footing again after several difficult years. The equal-weighted S&P Biotechnology ETF (XBI) has staged an impressive rebound, helped by a revival in risk appetite, firmer macro conditions, and a noticeable pickup in dealmaking. Investor sentiment toward innovation had been suppressed through
Global View
Pivot Cheer, Slowdown Fear
A year-end rally is gaining momentum as investors respond to cooler bond yields and a growing belief that the Federal Reserve is prepared to ease policy soon. Equity benchmarks have climbed toward record highs, helped by strong technology earnings and a broad pullback in Treasury yields. Nvidiaâs latest
Newsletter
đ¨Thanksgiving Eve Message â My Biggest Sale of the Year Is Live
Newsletter
A Thanksgiving Reflection
Two days before Thanksgiving in 2008, I lost my father suddenly. He was here one day and gone the next, right on the eve of a holiday about gratitude and family. Itâs hard to describe what that kind of loss feels like, especially at a time when everyone else
Newsletter
This Week Only: Get The Lead-Lag Report Annual for Just $96
Weekly Signals
Low Volatility Makes a Quiet Comeback
The market has spent most of 2025 celebrating its loudest winners â Big Tech, high-beta favorites, and the speculative trades that dominated the narrative. Yet beneath that noise, a quieter story is unfolding. Low-volatility stocks, ignored for much of the year, have begun to outperform. The shift is subtle,
Newsletter
$FMKT: Turning Executive Orders into Market Opportunities
One stroke of a presidential pen can reshape entire industries. In 2025, a wave of new U.S. executive orders began doing just thatâunwinding restrictions, accelerating competition, and reshaping the investing landscape. For investors in The Free Markets ETF (FMKT), which targets companies positioned to benefit from freer economic
Lead-Lag Live
Jay Hatfield on Tech Valuations, Fed Cuts, and the Rotation Into Income
Key Takeaways * Tech isnât in a bubble â but it is fully valued. Expect pullbacks to be more about digestion than destruction, with dip buyers still active. * Rotation is already underway. Small-caps and value-heavy equities tend to outperform coming out of Fed tightening cycles. * Income has the edge
Lead-Lag Live
Brendan Ahern Breaks Down Chinaâs Turning Point: Cloud, AI, and Market Repricing
Key Takeaways * AI monetization in China is shifting toward cloud computing, where Alibaba, Baidu, and Tencent are seeing the strongest revenue traction. * Chinaâs âanti-involutionâ policy is easing excessive competition and helping stabilize profitability in areas like solar and clean tech. * Non-U.S. investors are reallocating to China
Newsletter