Dividends in the Doghouse A recent Bloomberg News article highlighted how flows into U.S.-listed dividend exchange-traded... Read More →
The BIG Picture - Why the Magnificent Seven are Magnificent At this point, everyone knows that seven stocks have contributed nearly all (73% to be exact) of... Read More →
How to (and How Not to) Gain Exposure to the Magnificent Seven Why Precision Matters Investing with precision is critical. When it comes to exchange-traded funds,... Read More →
The BIG Picture - More of the Same Means More Magnificence… For Now Investors came into October hoping that the start of the fourth quarter would bring them some... Read More →
The BIG Picture - Getting Recession Ready (‘08 Redux) “History never repeats itself, but it does often rhyme.” This quip from Mark Twain tends to pop up... Read More →
The BIG Picture - Not Your Buddy’s MEME Driven by the Federal Reserve’s aggressive rate hike cycle and persistently high inflation, many... Read More →
10 Charts That Show Why We Believe Generative AI Is Not a Bubble A market narrative has emerged that generative artificial intelligence (generative AI or GAI)... Read More →
Is Generative AI a Bubble? Our Answer is No With ChatGPT becoming part of the average person’s daily lexicon and Nvidia’s 24% return the day... Read More →
The BIG Picture - The Bulls are Back in Charge As calendars turn from June to July, everyone from seasoned strategists to casual market... Read More →