Weekly Signals
Short-Term Risk-On Remains
Intermediate Still Sends Warning
Newsletter
Newsletter
Free Social Media Management for Financial Advisors
Are you spending hours managing your social media presence instead of focusing on your clients? As a financial advisor, your time is best spent serving clients and managing assets—not struggling with LinkedIn posts or X strategies. Yet in today’s digital landscape, a strong social media presence is no
High Yield Spotlight
The Risks Of Pursuing High Yields In Ultra-Sensitive Sectors
Every week, we'll profile a high yield investment fund that typically offers an annualized distribution of 6-10% or more. With the S&P 500 yielding less than 2%, many investors find it difficult to achieve the portfolio income necessary to meet their needs and goals. This
Global View
A Jarring Reality Check
August's labor market report delivered a jarring reality check with employers adding a meager 22,000 jobs, dramatically below expectations of around 77,000. This marks a fundamental shift in the employment landscape as job openings have fallen below the number of unemployed individuals for the first time
Leaders-Laggards
Maintaining Inflation Hedges
Below is an assessment of the performance of some of the most important sectors and asset classes relative to each other with an interpretation of what underlying market dynamics may be signaling about the future direction of risk-taking by investors. The below charts are all price ratios which show
Weekly Signals
More Liquidity
How To Interpret the Signals: Within each strategy, there is a risk-on and risk-off investment recommendation, with the risk-off option being the more conservative of the two. When a particular signal indicates that investors should be risk-off, for example, subscribers should consider investing in the risk-
Closing Thoughts for the Week
Treasuries, Gold, and Small-Caps
The Big Winners
Newsletter
Thanks Dad
For the first time in my career, I had the privilege to ring the NYSE Closing Bell. My partners and I found out about the opportunity last Friday, and despite the Labor Day Weekend and incredible short notice, over 80 people from around the country joined in the celebration on
Macro Observations
Regional Banks Could Be A Big Winner If The Yield Curve Keeps Steepening
The yield curve finally works in favor of smaller banks again. The 30Y-2Y Treasury yield spread currently sits at 129 basis points. This marks the highest level for this spread since the beginning of 2022. This steepening creates a fundamental advantage for regional banks. They borrow short and lend
Global View
A Significant Concern
Trump's unprecedented removal of Fed Governor Lisa Cook marks a potential turning point for central bank independence and monetary policy. The president cited alleged mortgage fraud as justification, but the timing suggests political motivations as Trump has repeatedly demanded rate cuts that the Fed has so far resisted.
Leaders-Laggards
Cyclicals Lead The Way
But Not All Of Them
Newsletter
IN 1 HOUR: An Options Masterclass With Veteran Traders (CFP Board CE Credit Eligible)
Sponsored By OptionsANIMAL