We launched QuantStreet a little over three years ago, and our first accounts went live as of December 2021.
It’s the anniversary of the first-ever controlled nuclear fission chain reaction. And it’s the day that Enron filed for Chapter 11 bankruptcy in 2001.
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
The world’s biggest hedge funds made the most of trading opportunities sparked by Donald Trump’s reelection last month, keeping the industry on track to post its strongest returns in at least four years.
Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.
A group of one dozen US Bitcoin exchange-traded funds is on the cusp of a record monthly net inflow, bolstered by the digital asset’s historic surge toward $100,000 on President-elect Donald Trump’s embrace of crypto.
The U.S. economy faces growing risks, from a surging Federal deficit to geopolitical uncertainty. Investors must assess how these factors could ignite market instability and take proactive steps to safeguard their portfolios.
VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.
This week’s data and market momentum solidified the case for a resilient U.S. economy, defying concerns of an imminent slowdown. Initial jobless claims dropped to a five-month low, reinforcing the strength of the labor market, while GDP growth projections hover around an impressive 2.5%.
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
MicroStrategy Inc. bought a record $5.4 billion in Bitcoin, the third major purchase announced this month by the crypto hedge fund proxy.
Amid a red-hot run in the shares of MicroStrategy Inc. last month, Matt Tuttle got some bad news from the prime brokers for his booming leveraged ETF linked to the shares of the crypto-centric company.
Charles Schwab Corp.’s incoming chief executive officer, Rick Wurster, said the firm is looking to offer spot cryptocurrency trading once US regulations make doing so easier — something that’s more likely once President-elect Donald Trump takes office.
Most important advances in technology occur when someone combines a variety of innovations in different fields in a commercially successful way.
“Overheated” is how short-sellers Citron Research described MicroStrategy Inc. on Thursday.
The post-election stock market is already giving investors a wild ride. Big individual stock selloffs, massive rallies, and a dizzying array of market narratives built on Wall Street’s best attempts to read President-elect Donald Trump’s mind.
How does the euphoria for stocks in the days after the 1980 election contrast with today’s Trump election euphoria?
Bitcoin approached the historic $100,000 level, fueled by optimism that President-elect Donald Trump’s support for crypto heralds a boom as the US pivots to friendly regulations in place of a crackdown.
Is inflation tamed? It's a key question that got lost in election coverage. It looms more than a new administration does over portfolios.
Bitcoin climbed to a record high for a second consecutive day, with MicroStrategy Inc. accelerating the pace of its massive purchases of the cryptocurrency.
Bitcoin set another all-time high, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Donald Trump.
Last week showcased the complexities driving markets and the economy, with inflation data, Federal Reserve commentary, and political developments at the forefront. While inflation metrics in the CPI came in as expected, the PPI surprised on the higher side, pushing up estimates for the Fed's preferred PCE inflation gauge.
Market prognosticators and the financial media will often point to a particular piece of anecdotal evidence as bullish or bearish. Quite often, the evidence is intuitively appealing as a contrarian indicator.
The crypto party seems to be getting restarted. Bitcoin is surging and big players are celebrating amid expectations that President-elect Donald Trump will make the US, as he put it, “the crypto capital of the world.”
With President-elect Donald Trump set to assume office in January, the U.S. military and cybersecurity sectors could experience sweeping changes, creating opportunities for investors who recognize the long-term growth potential in defense and technology.
This year was already a landmark one for exchange-traded funds, but as of Friday the ETF universe can add another superlative: biggest annual inflows on record.
Following a tense presidential election, equity markets roared to record highs – the S&P 500 put on its best weekly showing in over a year.
In addition to the headlines championing new heights, here are five things everyone should know about bitcoin.
Bitcoin spiked above $93,000 for a short period as expectations of further interest-rate reductions by the Federal Reserve added to the impetus from President-elect Donald Trump’s pro-crypto stance.
In many ways it didn’t matter what those answers were, just that they were out of the way and investors and US companies could begin to plan accordingly for Q4, 2025 and beyond.
The election results triggered a positive market response. The S&P 500 rose +2.5% on Wednesday following the election.
A surge in Bitcoin that paused earlier Wednesday is regaining steam, sending the original cryptocurrency above $90,000 for the first time, as traders assess the remaining market impact of President-elect Donald Trump’s rhetorical support for crypto.
The price of Bitcoin has jumped by more than $20,000 since the Nov. 5 elections in the US, with about one-third of the gains coming with favorable early results for Republicans, and the rest trickling in as Donald Trump’s victory became certain and his party continued to pick up seats in the Senate and House of Representatives.
Republicans won the White House and Senate in the 2024 U.S. election, while vote counting continues for the House of Representatives. Here's a look at the policies that could affect markets.
October’s market activity can be neatly summarized in a single chart: the dollar (BBDXY) was strong and U.S. stocks (the VOO ETF tracks the S&P 500 index) meaningfully outperformed international stocks (VXUS).
I think I finally understand value of cryptocurrencies: They add some volatility to your portfolio. Maybe that’s why they have found such a champion in Donald Trump, who if nothing else adds some volatility to our politics.
All year, a slew of Wall Street pros have questioned the durability of an indiscriminate risk rally that has fattened stock prices by trillions of dollars, sent Bitcoin soaring, fueled a credit bonanza, and more.
Bitcoin options traders buoyed by Donald Trump’s election victory are already eyeing a landmark price of $100,000 for the original cryptocurrency, after it surged to a fresh record on hopes for a more crypto-friendly administration.
In addition to better appreciating why gold is surging, our analysis will help you recognize that market narratives explaining asset price movements can be wrong, no matter how reasonable they may seem at first blush.
Maslow’s hierarchy of needs was a groundbreaking concept when it appeared in 1943. American psychologist Abraham Maslow argued that certain basic needs—food, water, shelter, etc.—must be met before a person can move on to higher levels of self-worth and fulfillment.
With the election over, many market sectors have skyrocketed. However, investors should still consider investing in more gold.
Stocks rose at the end of their best week in 2024 after solid consumer sentiment data and bets that newly elected President Donald Trump’s pro-growth agenda will keep fueling Corporate America.
There’s a problem brewing in the world of ETFs: We are running out of ticker symbols. Bloomberg recently reported that, with so many new funds hitting the marketplace in recent years, issuers are forced to produce catchy four-letter ticker symbols rather than the more eye-pleasing three-letter abbreviations.
Credit risk fell in reaction to Donald Trump’s US presidential win, even though his presidency may be marred by tariffs and possible trade wars.
US exchange-traded funds investing in Bitcoin recorded their highest daily net outflow to date as markets brace for Election Day.
Next-generation investors are looking for more than just traditional portfolio managements, and advisors should look to meet those expectations.
Stocks and yields made slight early gains but attention is mainly on today's U.S. election. ISM Services data and a 10-year note auction lie ahead, and bond volatility is high.
As we think about investing around a historic election, establishing what we know, what we need to know, and what we can count on is a useful foundation for navigating the uncertainty.
Treasury yields fell sharply and the dollar weakened as investors pared bets on Republican Donald Trump prevailing in Tuesday’s US election.
In his 2022 Berkshire Hathaway shareholder letter, Warren Buffett wrote that in his 80 years of investing, he had “yet to see a time when it made sense to make a long-term bet against America.”
VettaFi discusses crypto ETF launches.
Cryptocurrencies have been a rollercoaster for investors, but Bitcoin is proving that it is here to stay. The question smart investors are asking is what the future of bitcoin holds.
Join the experts at CoinShares for a deep dive into the fundamental investment case for Bitcoin.
I’ve identified long-term care as the greatest unsolved challenge in the field of goals-based retirement investing. This doesn’t make me Sherlock Holmes. Anyone who has requested a quote for LTCI knows we’ve got a problem.
The "ideal life" is a harmful myth that can distort perceptions of success and happiness. By recognizing different values and goals, you can foster a more inclusive – and realistic – understanding of what it means to lead a fulfilling life.
Deep value stocks are GMO Asset Allocation’s highest conviction investment idea. In a world where many stocks are being driven ever higher by positive sentiment and investor optimism, some fundamentally sound but unloved companies are being left behind, consequently trading at extraordinary discounts.
To paraphrase Milton Friedman: There are four ways in which you can spend money. You can spend your own money on yourself. You can spend your own money on somebody else. You can spend somebody else’s money on yourself. Finally, you can spend somebody else’s money on somebody else.
The greatest dangers to a portfolio during an election year are either external events or the investor’s own actions. An election year makes staying the course more important than ever.
The titans of finance who congregated in Riyadh this week for Saudi Arabia’s annual Davos-style confab were mostly upbeat on the prospects for the US economy, but concerned about more sluggish growth in Europe.
The US presidential election Nov. 5 is shaping up to be the mother of event risks so you’d think the safest of all havens would be holding up. But it’s not — and that’s only one of the notable anomalies springing up in financial markets. Yields on 10-year US Treasuries have risen nearly 70 basis points since the Federal Reserve's punchy half-point initial rate cut on Sept. 17.
Apple Inc.’s iPhone exports from India jumped by a third in the six months through September, underscoring its push to expand manufacturing in the country and reduce dependence on China.
This week’s economic indicators continue to reflect a resilient U.S. economy despite the ongoing pressure from higher interest rates. Jobless claims dropped to 227,000, indicating a steady labor market. Durable goods orders came in strong, aligning with estimates, and GDP growth for Q3 is expected to come in between 3% and 3.25%, a robust figure by most standards.
There is a demographic that likes to work with you and consistently hires you – you probably just don’t have it defined for you and your team. If you don’t know who you work best with, there is no way that your prospect efforts will be profitable. Rather, they will be coincidental.
Digital assets are emerging as a crucial subset of alternative investments, and their integration into wealth management portfolios is inevitable.
Bitcoin traders are targeting the $70,000 price level last reached in June once again after cryptocurrencies briefly dipped across the board late Friday and US exchange-traded funds continued to see steady inflows.
A true win-win-win situation doesn’t come along often. One could be brewing with a Boeing Co. decision to look at a potential sale — or perhaps more realistically a spinoff — of its space business.
A call for taking a closer look at hard assets given the macro backdrop has been a recurring theme this fall.
With less than two weeks remaining before the U.S. presidential election, there’s a growing sense of uncertainty in the air. Investors are wondering how to position their money, bracing for the possibility of significant volatility and market shifts.
Galaxy’s Chris Rhine and State Street’s Matt Bartolini discuss their firms’ recent collaboration on three actively managed ETFs focused on digital assets and disruptive technology. VettaFi’s Roxanna Islam combs through new ETF filings from BattleShares, Cambria, iShares, Canary, and more.
Explore how AI fuels nuclear investments, drives energy demand, and attracts tech giants to nuclear power.
If you’ve been paying attention to the markets, especially in recent months, you’ve likely noticed something interesting happening with nuclear energy stocks.
Jeff and Ron Muhlenkamp discuss economic data and its influence on the federal funds target range. They also talk about the policy choices of the presidential candidates and the affect they may have on the economy and our investors’ wealth.
Markets changed character to broad-based optimism relating to the economy. The economic picture began to come into focus with inflation continuing to moderate as the economy maintains steady growth and employment. The result was a stark turnaround for economically integrated or interest rate sensitive assets, which resulted in a great quarter for diversified multi-asset portfolios. New Frontier sets a major milestone in Q4, marking 20 years of investing at the end of October.
If UK Chancellor of the Exchequer Rachel Reeves tried to meet all the political demands that have been placed on her, her budget would likely result in disappointing growth and financial instability. Instead, the new government's first budget should be judged according to four longer-term criteria.
The demographic makeup of America is changing. Latinos now make up almost 20 percent of Americans, up from seven percent in 1980. But while the number of Latino Americans continues to grow, only about four percent of financial advisors identify as Latino.
In China’s resurgent stock market, there’s a lesson for investors about the perils of market timing.
We’ve had several weeks of strong data since the Federal Reserve cut policy rates by a half percentage point. It started with a surprisingly robust jobs report, followed by a janky and above-expectations inflation report.
A 529 college savings plan, also known as a qualified tuition plan (QTP), is a popular choice among parents and families looking to meet their children’s future educational expenses. Two of the 529 plan’s helpful features are tax-deferred growth of your contributions and later, tax-free withdrawals for eligible expenses.
The introduction of crypto ETPs in the US market this year has been incredibly successful, with investors showing a tremendous amount of interest in these funds. To date, Bitcoin and Ethereum funds have seen a combined $17B in net inflows.* Yet, many investors remain uncertain about crypto's portfolio applications and how digital assets are distinguishable from one another.
529 plans are one of the most popular ways Americans save for the college expenses of their children. As of June 2024, there were 16.8 million 529 savings accounts holding $508 billion, according to the College Savings Plan Network.
One of most dangerous habits of a speculative crowd is the tendency to use unconditional averages and unconditional probabilities regardless of how extreme market conditions have become. This is like stepping into a house with two rooms, one with the temperature at 0 degrees and one at 140 degrees, and expecting a temperature of 70 either way.
The unwinding of positions in Treasury futures stands to rekindle a popular bond-market wager that’s been burned as traders pare back expectations for aggressive Federal Reserve interest-rate cuts.
Boeing Co. is flexing its financial muscle even in light of a crippling labor strike and a disgraceful period of execution that resulted in two deadly plane crashes, the near-disaster of a midair door-panel blowout and whistleblowers who have detailed a culture of putting profit over quality.
My father is 86 and the topic of financial markets and his investment accounts invariably comes up at every family gathering. Mainly, he talks about how my mother and he have lived from their retirement accounts since they both retired more than 25 years ago.
Turbulent market conditions can make anyone nervous. Here's what investors should know about dealing with them.
Fitch Ratings predicts an even gloomier financial outlook for US colleges and universities, with smaller private schools being hit the hardest.
Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis, people familiar with the matter said.
A rally in Bitcoin paused as traders evaluated whether an improving regulatory outlook in the US and rising exchange-traded fund inflows will be sufficient to spur further gains.
Even if he does oversee a soft landing for the US economy, Fed Chair Jerome Powell will not deserve a place in the annals of history as the greatest central banker of all time.
This article will explore how to increase your AUM by capturing assets in trusts and DAFs, explain the difference between directed and traditional trustees, and discuss why designating a directed trustee and an advisor-friendly DAF is in the client’s best interest.
Choosing to make your coffee or your lunch at home instead of hitting the café every day is not just about saving a few dollars—it’s about setting yourself up for long-term financial success.
Cryptocurrencies
QuantStreet December 2024 Letter: Our Three-Year Anniversary
We launched QuantStreet a little over three years ago, and our first accounts went live as of December 2021.
Enron 2.0 — So Bad It’s Good?
It’s the anniversary of the first-ever controlled nuclear fission chain reaction. And it’s the day that Enron filed for Chapter 11 bankruptcy in 2001.
Special Report: Astoria’s 10 ETFs for 2025
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
Biggest Hedge Funds Make the Most of the Trump Trade in November
The world’s biggest hedge funds made the most of trading opportunities sparked by Donald Trump’s reelection last month, keeping the industry on track to post its strongest returns in at least four years.
BUZZ Investing: Election Sparks 'Trump Trade' Rally
Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.
US Bitcoin ETFs Head for Record Monthly Inflow on Trump Optimism
A group of one dozen US Bitcoin exchange-traded funds is on the cusp of a record monthly net inflow, bolstered by the digital asset’s historic surge toward $100,000 on President-elect Donald Trump’s embrace of crypto.
One Spark Away from Ignition
The U.S. economy faces growing risks, from a surging Federal deficit to geopolitical uncertainty. Investors must assess how these factors could ignite market instability and take proactive steps to safeguard their portfolios.
Financial Giant Charts a Differentiated Course in Active ETFs
VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.
Economic Resilience Continues to Impact Rate Outlook
This week’s data and market momentum solidified the case for a resilient U.S. economy, defying concerns of an imminent slowdown. Initial jobless claims dropped to a five-month low, reinforcing the strength of the labor market, while GDP growth projections hover around an impressive 2.5%.
Stephen Harper’s Blueprint for Economic Growth and Middle-Class Prosperity
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
MicroStrategy Accelerates Bitcoin Buying With Record Purchase
MicroStrategy Inc. bought a record $5.4 billion in Bitcoin, the third major purchase announced this month by the crypto hedge fund proxy.
Booming MicroStrategy ETFs Are Straining Limits at Prime Brokers
Amid a red-hot run in the shares of MicroStrategy Inc. last month, Matt Tuttle got some bad news from the prime brokers for his booming leveraged ETF linked to the shares of the crypto-centric company.
Charles Schwab Eyes Spot Crypto Trading Once Regulations Change
Charles Schwab Corp.’s incoming chief executive officer, Rick Wurster, said the firm is looking to offer spot cryptocurrency trading once US regulations make doing so easier — something that’s more likely once President-elect Donald Trump takes office.
Goldman Gives the Blockchain Revolution a Home
Most important advances in technology occur when someone combines a variety of innovations in different fields in a commercially successful way.
MicroStrategy's Infinite Money Glitch Won’t Last
“Overheated” is how short-sellers Citron Research described MicroStrategy Inc. on Thursday.
Trump Is Making the 60/40 Portfolio Great Again
The post-election stock market is already giving investors a wild ride. Big individual stock selloffs, massive rallies, and a dizzying array of market narratives built on Wall Street’s best attempts to read President-elect Donald Trump’s mind.
Presidential Stock Market Euphoria
How does the euphoria for stocks in the days after the 1980 election contrast with today’s Trump election euphoria?
Bitcoin Climbs Closer to $100,000 on Trump’s Support for Crypto
Bitcoin approached the historic $100,000 level, fueled by optimism that President-elect Donald Trump’s support for crypto heralds a boom as the US pivots to friendly regulations in place of a crackdown.
Is Inflation Tamed? The Key Question Ahead of 2025
Is inflation tamed? It's a key question that got lost in election coverage. It looms more than a new administration does over portfolios.
Bitcoin Rises to Record With MicroStrategy Stepping Up Purchases
Bitcoin climbed to a record high for a second consecutive day, with MicroStrategy Inc. accelerating the pace of its massive purchases of the cryptocurrency.
Bitcoin Sets Another Record Amid US’s Growing Embrace of Crypto
Bitcoin set another all-time high, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Donald Trump.
Economic Strength Drives Jump in Long-Term Rates
Last week showcased the complexities driving markets and the economy, with inflation data, Federal Reserve commentary, and political developments at the forefront. While inflation metrics in the CPI came in as expected, the PPI surprised on the higher side, pushing up estimates for the Fed's preferred PCE inflation gauge.
The Magazine Cover Jinx: Fading the Madness of Popular Press
Market prognosticators and the financial media will often point to a particular piece of anecdotal evidence as bullish or bearish. Quite often, the evidence is intuitively appealing as a contrarian indicator.
Crypto’s Coming Back. Here’s How to Avert Disaster
The crypto party seems to be getting restarted. Bitcoin is surging and big players are celebrating amid expectations that President-elect Donald Trump will make the US, as he put it, “the crypto capital of the world.”
How Trump’s Second Term Could Impact Defense and Cybersecurity Spending
With President-elect Donald Trump set to assume office in January, the U.S. military and cybersecurity sectors could experience sweeping changes, creating opportunities for investors who recognize the long-term growth potential in defense and technology.
A Near-$1 Trillion ETF Rush This Year Breaks Wall Street Records
This year was already a landmark one for exchange-traded funds, but as of Friday the ETF universe can add another superlative: biggest annual inflows on record.
The Post-Election Flood Into ETFs
Following a tense presidential election, equity markets roared to record highs – the S&P 500 put on its best weekly showing in over a year.
5 Key Things You Need to Know About Bitcoin
In addition to the headlines championing new heights, here are five things everyone should know about bitcoin.
Bitcoin Briefly Tops $93,000 on Trump Agenda, Fed Policy Outlook
Bitcoin spiked above $93,000 for a short period as expectations of further interest-rate reductions by the Federal Reserve added to the impetus from President-elect Donald Trump’s pro-crypto stance.
Markets Rally as the Q3 Earnings Season Enters its Final Peak Week
In many ways it didn’t matter what those answers were, just that they were out of the way and investors and US companies could begin to plan accordingly for Q4, 2025 and beyond.
The Election Is Over — What Is Next?
The election results triggered a positive market response. The S&P 500 rose +2.5% on Wednesday following the election.
Bitcoin Rises Above $90,000 as Rally Resumes on Trump Optimism
A surge in Bitcoin that paused earlier Wednesday is regaining steam, sending the original cryptocurrency above $90,000 for the first time, as traders assess the remaining market impact of President-elect Donald Trump’s rhetorical support for crypto.
Trump May Be Good for Crypto — But Bad for Bitcoin
The price of Bitcoin has jumped by more than $20,000 since the Nov. 5 elections in the US, with about one-third of the gains coming with favorable early results for Republicans, and the rest trickling in as Donald Trump’s victory became certain and his party continued to pick up seats in the Senate and House of Representatives.
Trump Wins: Implications for Key Policy Issues
Republicans won the White House and Senate in the 2024 U.S. election, while vote counting continues for the House of Representatives. Here's a look at the policies that could affect markets.
November 2024 Update
October’s market activity can be neatly summarized in a single chart: the dollar (BBDXY) was strong and U.S. stocks (the VOO ETF tracks the S&P 500 index) meaningfully outperformed international stocks (VXUS).
The Bitcoin Bubble Isn’t All About Trump
I think I finally understand value of cryptocurrencies: They add some volatility to your portfolio. Maybe that’s why they have found such a champion in Donald Trump, who if nothing else adds some volatility to our politics.
Wall Street Bets on New Riches Ahead in Markets All-In on Trump
All year, a slew of Wall Street pros have questioned the durability of an indiscriminate risk rally that has fattened stock prices by trillions of dollars, sent Bitcoin soaring, fueled a credit bonanza, and more.
Bitcoin Options Show Traders Betting on $100,000 by Year-End
Bitcoin options traders buoyed by Donald Trump’s election victory are already eyeing a landmark price of $100,000 for the original cryptocurrency, after it surged to a fresh record on hopes for a more crypto-friendly administration.
Why Is Gold Surging?
In addition to better appreciating why gold is surging, our analysis will help you recognize that market narratives explaining asset price movements can be wrong, no matter how reasonable they may seem at first blush.
Trump Prevailed by Running on the Need for Safety and Protection
Maslow’s hierarchy of needs was a groundbreaking concept when it appeared in 1943. American psychologist Abraham Maslow argued that certain basic needs—food, water, shelter, etc.—must be met before a person can move on to higher levels of self-worth and fulfillment.
Why Gold Still Makes Sense Right Now
With the election over, many market sectors have skyrocketed. However, investors should still consider investing in more gold.
S&P 500 Is on Track for Its 50th Record This Year
Stocks rose at the end of their best week in 2024 after solid consumer sentiment data and bets that newly elected President Donald Trump’s pro-growth agenda will keep fueling Corporate America.
The ETF Boom: What’s In Store for 2025
There’s a problem brewing in the world of ETFs: We are running out of ticker symbols. Bloomberg recently reported that, with so many new funds hitting the marketplace in recent years, issuers are forced to produce catchy four-letter ticker symbols rather than the more eye-pleasing three-letter abbreviations.
Credit Risk Drops in a Knee-Jerk Reaction to Trump’s Win
Credit risk fell in reaction to Donald Trump’s US presidential win, even though his presidency may be marred by tariffs and possible trade wars.
US Bitcoin ETFs Suffer Record Outflows Ahead of Election Day
US exchange-traded funds investing in Bitcoin recorded their highest daily net outflow to date as markets brace for Election Day.
Advisors Should Adapt to Evolving Client Expectations
Next-generation investors are looking for more than just traditional portfolio managements, and advisors should look to meet those expectations.
Opening Market Update: Stocks, Yields Mildly Up in Waiting Game for Vote
Stocks and yields made slight early gains but attention is mainly on today's U.S. election. ISM Services data and a 10-year note auction lie ahead, and bond volatility is high.
Investing Around the Election and the Government Debt Problem
As we think about investing around a historic election, establishing what we know, what we need to know, and what we can count on is a useful foundation for navigating the uncertainty.
‘Trump Trade’ Doubts Drag on Dollar, Boosting US Treasuries
Treasury yields fell sharply and the dollar weakened as investors pared bets on Republican Donald Trump prevailing in Tuesday’s US election.
Betting Against America Has Never Been a Winning Strategy
In his 2022 Berkshire Hathaway shareholder letter, Warren Buffett wrote that in his 80 years of investing, he had “yet to see a time when it made sense to make a long-term bet against America.”
A Look Back at Crypto ETFs
VettaFi discusses crypto ETF launches.
The Long-Term Bitcoin Vision
Cryptocurrencies have been a rollercoaster for investors, but Bitcoin is proving that it is here to stay. The question smart investors are asking is what the future of bitcoin holds.
Join the experts at CoinShares for a deep dive into the fundamental investment case for Bitcoin.
My Dream Long-Term Care Insurance
I’ve identified long-term care as the greatest unsolved challenge in the field of goals-based retirement investing. This doesn’t make me Sherlock Holmes. Anyone who has requested a quote for LTCI knows we’ve got a problem.
The "Ideal" Life is a Harmful Myth
The "ideal life" is a harmful myth that can distort perceptions of success and happiness. By recognizing different values and goals, you can foster a more inclusive – and realistic – understanding of what it means to lead a fulfilling life.
Don’t Miss Out
Deep value stocks are GMO Asset Allocation’s highest conviction investment idea. In a world where many stocks are being driven ever higher by positive sentiment and investor optimism, some fundamentally sound but unloved companies are being left behind, consequently trading at extraordinary discounts.
Markets are Smarter than Government
To paraphrase Milton Friedman: There are four ways in which you can spend money. You can spend your own money on yourself. You can spend your own money on somebody else. You can spend somebody else’s money on yourself. Finally, you can spend somebody else’s money on somebody else.
Electing to Stay Invested This November
The greatest dangers to a portfolio during an election year are either external events or the investor’s own actions. An election year makes staying the course more important than ever.
Wall Street CEOs Tout US Resilience Against Concerns Over Europe
The titans of finance who congregated in Riyadh this week for Saudi Arabia’s annual Davos-style confab were mostly upbeat on the prospects for the US economy, but concerned about more sluggish growth in Europe.
Weird Things Are Happening in the Bond Market
The US presidential election Nov. 5 is shaping up to be the mother of event risks so you’d think the safest of all havens would be holding up. But it’s not — and that’s only one of the notable anomalies springing up in financial markets. Yields on 10-year US Treasuries have risen nearly 70 basis points since the Federal Reserve's punchy half-point initial rate cut on Sept. 17.
Apple Ships $6 Billion of iPhones From India in Big China Shift
Apple Inc.’s iPhone exports from India jumped by a third in the six months through September, underscoring its push to expand manufacturing in the country and reduce dependence on China.
Resilience Persists Amid Rate, Election Uncertainty
This week’s economic indicators continue to reflect a resilient U.S. economy despite the ongoing pressure from higher interest rates. Jobless claims dropped to 227,000, indicating a steady labor market. Durable goods orders came in strong, aligning with estimates, and GDP growth for Q3 is expected to come in between 3% and 3.25%, a robust figure by most standards.
Niche Slapped: If Everyone Is Your Client, No One Is Your Client
There is a demographic that likes to work with you and consistently hires you – you probably just don’t have it defined for you and your team. If you don’t know who you work best with, there is no way that your prospect efforts will be profitable. Rather, they will be coincidental.
Digital Assets' Growing Role in Wealth Management
Digital assets are emerging as a crucial subset of alternative investments, and their integration into wealth management portfolios is inevitable.
Bitcoin Traders Refocus on $70,000 With Cash Flowing Into ETFs
Bitcoin traders are targeting the $70,000 price level last reached in June once again after cryptocurrencies briefly dipped across the board late Friday and US exchange-traded funds continued to see steady inflows.
A Boeing Space Exit Would Be a Win-Win-Win
A true win-win-win situation doesn’t come along often. One could be brewing with a Boeing Co. decision to look at a potential sale — or perhaps more realistically a spinoff — of its space business.
Hard Assets to the Rescue: Gold, Bitcoin & Commodities
A call for taking a closer look at hard assets given the macro backdrop has been a recurring theme this fall.
Paul Tudor Jones on Why Gold and Bitcoin Are Smart Investments
With less than two weeks remaining before the U.S. presidential election, there’s a growing sense of uncertainty in the air. Investors are wondering how to position their money, bracing for the possibility of significant volatility and market shifts.
Galaxy’s Chris Rhine and State Street’s Matt Bartolini: Digital Assets & Disruptive Tech
Galaxy’s Chris Rhine and State Street’s Matt Bartolini discuss their firms’ recent collaboration on three actively managed ETFs focused on digital assets and disruptive technology. VettaFi’s Roxanna Islam combs through new ETF filings from BattleShares, Cambria, iShares, Canary, and more.
AI's Impact on the Surge of Nuclear Investments: Everything You Need to Know
Explore how AI fuels nuclear investments, drives energy demand, and attracts tech giants to nuclear power.
Nuclear Power: A Game-Changer for Data Centers in the AI Era
If you’ve been paying attention to the markets, especially in recent months, you’ve likely noticed something interesting happening with nuclear energy stocks.
Muhlenkamp & Company Quarterly Letter – October 2024
Jeff and Ron Muhlenkamp discuss economic data and its influence on the federal funds target range. They also talk about the policy choices of the presidential candidates and the affect they may have on the economy and our investors’ wealth.
Q3 2024: Shifting Tides: Broad-Based Optimism Fuels Market Momentum
Markets changed character to broad-based optimism relating to the economy. The economic picture began to come into focus with inflation continuing to moderate as the economy maintains steady growth and employment. The result was a stark turnaround for economically integrated or interest rate sensitive assets, which resulted in a great quarter for diversified multi-asset portfolios. New Frontier sets a major milestone in Q4, marking 20 years of investing at the end of October.
How to Judge the New British Government’s First Budget
If UK Chancellor of the Exchequer Rachel Reeves tried to meet all the political demands that have been placed on her, her budget would likely result in disappointing growth and financial instability. Instead, the new government's first budget should be judged according to four longer-term criteria.
Harnessing the Impact of Changing Demographics to Grow Your Practice
The demographic makeup of America is changing. Latinos now make up almost 20 percent of Americans, up from seven percent in 1980. But while the number of Latino Americans continues to grow, only about four percent of financial advisors identify as Latino.
A Bull Run in Emerging Markets Is Overdue and Easily Missed
In China’s resurgent stock market, there’s a lesson for investors about the perils of market timing.
Trifecta of Fed Rate-Cut Regret Is an Illusion
We’ve had several weeks of strong data since the Federal Reserve cut policy rates by a half percentage point. It started with a surprisingly robust jobs report, followed by a janky and above-expectations inflation report.
529 Plan Withdrawal Rules
A 529 college savings plan, also known as a qualified tuition plan (QTP), is a popular choice among parents and families looking to meet their children’s future educational expenses. Two of the 529 plan’s helpful features are tax-deferred growth of your contributions and later, tax-free withdrawals for eligible expenses.
How to Incorporate Crypto into a Modern Investment Portfolio: A Financial Professionals Guide
The introduction of crypto ETPs in the US market this year has been incredibly successful, with investors showing a tremendous amount of interest in these funds. To date, Bitcoin and Ethereum funds have seen a combined $17B in net inflows.* Yet, many investors remain uncertain about crypto's portfolio applications and how digital assets are distinguishable from one another.
This 529 Plan Mistake Could Cost You Big at Tax Time
529 plans are one of the most popular ways Americans save for the college expenses of their children. As of June 2024, there were 16.8 million 529 savings accounts holding $508 billion, according to the College Savings Plan Network.
Subsets and Sensibility
One of most dangerous habits of a speculative crowd is the tendency to use unconditional averages and unconditional probabilities regardless of how extreme market conditions have become. This is like stepping into a house with two rooms, one with the temperature at 0 degrees and one at 140 degrees, and expecting a temperature of 70 either way.
Shakeup in Bond Futures Stands to Reignite Burned Treasury Trade
The unwinding of positions in Treasury futures stands to rekindle a popular bond-market wager that’s been burned as traders pare back expectations for aggressive Federal Reserve interest-rate cuts.
Boeing Is Flexing the Financial Muscle It Has Left
Boeing Co. is flexing its financial muscle even in light of a crippling labor strike and a disgraceful period of execution that resulted in two deadly plane crashes, the near-disaster of a midair door-panel blowout and whistleblowers who have detailed a culture of putting profit over quality.
The Language of Clients: It’s Different From Yours
My father is 86 and the topic of financial markets and his investment accounts invariably comes up at every family gathering. Mainly, he talks about how my mother and he have lived from their retirement accounts since they both retired more than 25 years ago.
Volatility: What to Do During Turbulence
Turbulent market conditions can make anyone nervous. Here's what investors should know about dealing with them.
Fitch Sees More Stress for Colleges With Budgets Under Pressure
Fitch Ratings predicts an even gloomier financial outlook for US colleges and universities, with smaller private schools being hit the hardest.
US Weighs Capping Exports of AI Chips From Nvidia and AMD to Some Countries
Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis, people familiar with the matter said.
Bitcoin Rally Pauses as Traders Assess US Outlook, ETF Inflows
A rally in Bitcoin paused as traders evaluated whether an improving regulatory outlook in the US and rising exchange-traded fund inflows will be sufficient to spur further gains.
Jerome Powell Is Not the Greatest Fed Chair Ever
Even if he does oversee a soft landing for the US economy, Fed Chair Jerome Powell will not deserve a place in the annals of history as the greatest central banker of all time.
An Untapped Gold Mine of Assets You Can Manage
This article will explore how to increase your AUM by capturing assets in trusts and DAFs, explain the difference between directed and traditional trustees, and discuss why designating a directed trustee and an advisor-friendly DAF is in the client’s best interest.
Why Your Future Self Will Thank You For Making Coffee At Home
Choosing to make your coffee or your lunch at home instead of hitting the café every day is not just about saving a few dollars—it’s about setting yourself up for long-term financial success.