ACTV | AFMC | AFSM | AIRR | APP | ARKK | AVUV | BAPR | BBRE | Christine Short | CRM | DEED | DVN | FBLTX | FDIS | FIDU | FPRO | FREL | FRI | FXD | FXR | GBUY | GM | GOOG | GOOGL | HOMZ | ICF | IEDI | INDS | ITB | IVOO | IVOV | IVRA | IVV | IVW | IWC | IWM | IWN | IWO | IWP | IWR | IWS | IYC | IYJ | IYK | IYR | IYY | JMBS | JRE | KBWY | LMBS | MAGS | MBB | MORT | NAIL | NETL | NFLX | NURE | PEDIX | PEZ | PKB | PLTR | PPTY | PRULX | PSCD | PSR | QQQ | RDOG | REET | REIT | REM | REZ | RSPD | RSPN | RSPR | RWR | RXI | SCHH | SIJ | SMCI | SPLV | SPMB | SPMD | SPMO | SPMV | SPSM | SPTL | SPUS | SPUU | SPVM | SPVU | SPXE | SPXL | SPXN | SPXS | SPXT | SPXU | SPXV | SPY | SPYD | SPYG | SPYV | SPYX | SQEW | SQLV | SRET | SRVR | SSO | SSPY | SVAL | SYLD | TLT | TMDV | TPHD | TPLC | TPSC | UAUG | UJAN | UMAR | UMAY | UOCT | UPRO | USMC | USMF | USRT | USVM | UXI | VABS | VCR | VEDTX | VGLT | VIS | VLGSX | VMBS | VNQ | VUSTX | WMT | XHB | XLI | XLRE | XLY
ACTV | AFMC | AFSM | ARKK | Aswath Damodaran | AVUV | BAPR | BBMC | BFOR | BKMC | BMVP | BOUT | BUL | CSD | CWS | CZA | DDIV | DEUS | DIV | DON | DVLU | EQAL | ETHO | EZM | FAB | FAD | FBLTX | FFSM | FFTY | FLQM | FNX | FNY | FOVL | FRTY | FSCS | FSMD | FTDS | GRPM | HAIL | HLGE | HOMZ | IJH | IJJ | IJK | IMCB | IMCG | IMCV | IPO | IVOG | IVOO | IVOV | IVV | IVW | IWC | IWM | IWN | IWO | IWP | IWR | IWS | IYY | JHMM | JPME | JSMD | KOMP | LSAT | MAGS | MDY | MDYG | MDYV | MID | MIDE | NAPR | NJAN | NUMG | NUMV | ONEO | ONEQ | ONEV | ONEY | PAMC | PEDIX | PEXL | PEY | PRULX | PTMC | PY | QMOM | QQEW | QQQ | QQQA | QQQE | QQQJ | QQQM | QQXT | QTEC | QVAL | QVMM | QYLD | QYLG | REGL | RFG | RSPT | RWK | SCHM | SDVY | SFYX | SIXL | SPLV | SPMD | SPMO | SPMV | SPSM | SPTL | SPUS | SPUU | SPVM | SPVU | SPXE | SPXL | SPXN | SPXS | SPXT | SPXU | SPXV | SPY | SPYD | SPYG | SPYV | SPYX | SQEW | SQLV | SSO | SSPY | SVAL | SYLD | TLT | TMDV | TPHD | TPLC | TPSC | UAUG | UDN | UJAN | UMAR | UMAY | UOCT | UPGD | UPRO | USDU | USMC | USMF | USVM | UUP | VEDTX | VFMF | VFMO | VFMV | VFQY | VFVA | VGLT | VLGSX | VO | VOE | VOT | VRAI | VUSE | VUSTX | VXF | WBIY | XJH | XMHQ | XMLV | XMMO | XMVM
Sovereign Ratings, Default Risk And Markets: The Moody’s Downgrade Aftermath
ACTV | AFMC | ARKK | ASHR | ASHS | BBEU | BBJP | BBMC | BFOR | BKMC | BMVP | BOUT | BUL | CBON | CHIQ | CNXT | CNYA | CQQQ | CSD | CWS | CXSE | CZA | DAX | DBEU | DBEZ | DBJP | DDIV | DEUS | DFE | DFJ | DIV | DON | DRAG | DVLU | DXJ | DXJS | ECNS | EQAL | ETHO | EUDG | EUDV | EURL | EWG | EWH | EWJ | EWJV | EWQ | EWT | EWU | EWUS | EZM | EZU | F:CA | FAB | FAD | FBLTX | FDD | FEP | FEUZ | FEZ | FFSM | FFTY | FGM | FJP | FKU | FLCH | FLEE | FLEU | FLGB | FLGR | FLHK | FLJH | FLJP | FLQM | FLTW | FNX | FNY | FOVL | FPXE | FRTY | FSCS | FSMD | FTDS | FXI | FXP | GRPM | GSEU | GSJY | GXC | HAIL | HEDJ | HEWJ | HEZU | HLGE | HOMZ | IEUR | IEUS | IEV | IJH | IJJ | IJK | IMCB | IMCG | IMCV | IPO | IVOG | IVOO | IVOV | IWP | IWR | IWS | JHMM | JPME | JPXN | JSMD | KBA | KGRN | KOMP | KSTR | KTEC | KURE | KWEB | LSAT | Manning & Napier | MCHI | MDY | MDYG | MDYV | MID | MIDE | NUMG | NUMV | OEUR | ONEO | ONEV | ONEY | OPPE | PAMC | PEDIX | PEXL | PEY | PGJ | PRULX | PTEU | PTMC | PY | QMOM | QQQJ | QVAL | QVMM | RAYC | REGL | RFEU | RFG | RSPT | RWK | SCHM | SCJ | SDVY | SFYX | SIXL | SPEU | SPMD | SPTL | SPY | SQEW | SYLD | TDF | TLT | TMDV | TPHD | TPLC | UPGD | US2Y | USMF | VEDTX | VFMF | VFMO | VFMV | VFQY | VFVA | VGK | VGLT | VLGSX | VO | VOE | VOT | VRAI | VUSE | VUSTX | VXF | WBIY | XJH | XMHQ | XMLV | XMMO | XMVM | XPP | YANG | YINN | YXI
June 2025 Perspective
ACTV | AFMC | AFSM | ARKK | AVUV | BAPR | FBLTX | IVOO | IVOV | IVV | IVW | IWC | IWM | IWN | IWO | IWP | IWR | IWS | IYY | MAGS | PEDIX | PRULX | QQQ | SchiffGold | SPLV | SPMD | SPMO | SPMV | SPSM | SPTL | SPUS | SPUU | SPVM | SPVU | SPXE | SPXL | SPXN | SPXS | SPXT | SPXU | SPXV | SPY | SPYD | SPYG | SPYV | SPYX | SQEW | SQLV | SSO | SSPY | SVAL | SYLD | TLT | TMDV | TPHD | TPLC | TPSC | UAUG | UJAN | UMAR | UMAY | UOCT | UPRO | USMC | USMF | USVM | VEDTX | VGLT | VLGSX | VUSTX
The Fed Drops QT To $5B A Month – Ensuring The Balance Sheet Will Stay Bloated
ACTV | AFMC | AFSM | ARKK | AVUV | BAPR | FBLTX | IVOO | IVOV | IVV | IVW | IWC | IWM | IWN | IWO | IWP | IWR | IWS | IYY | MAGS | Neuberger Berman | PEDIX | PRULX | QQQ | SPLV | SPMD | SPMO | SPMV | SPSM | SPTL | SPUS | SPUU | SPVM | SPVU | SPXE | SPXL | SPXN | SPXS | SPXT | SPXU | SPXV | SPY | SPYD | SPYG | SPYV | SPYX | SQEW | SQLV | SSO | SSPY | SVAL | SYLD | TLT | TMDV | TPHD | TPLC | TPSC | UAUG | UJAN | UMAR | UMAY | UOCT | UPRO | USMC | USMF | USVM | VEDTX | VGLT | VLGSX | VUSTX
Confusing Correlations: What’s Really Behind Them?
AAAU | ACTV | AFMC | AFSM | ARKK | AVUV | BAPR | BAR | BAUG | BGLD | BIL | BJUL | BJUN | BMAR | BMAY | BOCT | BUFF | CATH | CSTNL | DBP | EDV | EFIV | EPS | FBLTX | FIBR | Financial Sense | FTA | GBIL | GLD | GLDI | GLDM | GLTR | GOVT | GOVZ | GSY | HIBL | HIBS | IAU | IEF | IEI | IVE | IVOO | IVOV | IVV | IVW | IWC | IWM | IWN | IWO | IWP | IWR | IWS | IYY | JJP | KNG | LGOV | MAGS | NOBL | OUNZ | PAPR | PAUG | PBP | PEDIX | PJAN | PJUN | PRULX | PST | QDIV | QQQ | QVML | RPG | RPV | RSP | RSPT | RWL | RYARX | SCHO | SCHQ | SCHR | SDS | SGOL | SH | SHV | SHY | SNPE | SPDN | SPDV | SPGP | SPHB | SPHD | SPHQ | SPLG | SPLV | SPMD | SPMO | SPMV | SPSM | SPTL | SPTS | SPUS | SPUU | SPVM | SPVU | SPXE | SPXL | SPXN | SPXS | SPXT | SPXU | SPXV | SPY | SPYD | SPYG | SPYV | SPYX | SQEW | SQLV | SSO | SSPY | SVAL | SYLD | TBF | TBJL | TBT | TBX | TFJL | TLH | TLT | TMDV | TMF | TMV | TPHD | TPLC | TPSC | TTT | TYD | TYO | UAUG | UBT | UJAN | UMAR | UMAY | UOCT | UPRO | USMC | USMF | UST | USVM | UTWO | VEDTX | VFINX | VGIT | VGLT | VGSH | VLGSX | VOO | VOOG | VOOV | VUSTX | VXZ | XLG | XRLV | XVV | XYLD | XYLG | ZROZ
Yields Are Back On The Menu
ACTV | AFMC | AFSM | AGZ | ARKK | AVUV | BAPR | BBCB | BIL | BMVP | BUL | Calafia Beach Pundit | CORP | CSD | CZA | DEED | DRSK | EDV | EZM | FBLTX | FCOR | FIBR | FLCO | FNX | FTSD | GBIL | GIGB | GOVT | GOVZ | GSY | IBD | IEF | IEI | IG | IGBH | IGEB | IGIB | IJH | IMCB | IVOO | IVOV | IVV | IVW | IWC | IWM | IWN | IWO | IWP | IWR | IWS | IYY | JHCB | JMBS | KORP | LGOV | LKOR | LMBS | LQD | LQDB | LQDH | LQDI | MAGS | MBB | MBBB | MDY | MIG | PEDIX | PFIG | PRULX | PST | QIG | QLTA | QQQ | RINF | SCHI | SCHO | SCHQ | SCHR | SGOV | SHV | SHY | SKOR | SPBO | SPIB | SPLV | SPMB | SPMD | SPMO | SPMV | SPSM | SPTL | SPTS | SPUS | SPUU | SPVM | SPVU | SPXE | SPXL | SPXN | SPXS | SPXT | SPXU | SPXV | SPY | SPYD | SPYG | SPYV | SPYX | SQEW | SQLV | SSO | SSPY | SUSC | SVAL | SYLD | TBF | TBJL | TBT | TBX | TFJL | TLH | TLT | TMDV | TMF | TMV | TPHD | TPLC | TPSC | TTT | TYD | TYO | UAUG | UBT | UDN | UJAN | UMAR | UMAY | UOCT | UPRO | USDU | USIG | USMC | USMF | UST | USVM | UTWO | UUP | VABS | VCEB | VCIT | VEDTX | VGIT | VGLT | VGSH | VLGSX | VMBS | VO | VTC | VUSTX | XJH | ZROZ