Earnings season is in full swing, and five of the “Magnificent 7” are reporting quarterly results this week. Wall Street has been steadily raising the alarm on mega-cap concentration risks, and recent notes out from Goldman Sachs and Vanguard have cranked up the hazard level a notch. Citing the worst equity market concentration in roughly [...] The...

Value investing remains a core component within many investors’ portfolios. However, traditional value indexes may miss opportunities within the category because of how they define and screen for value. Value investing is a deeply established style of investing that was first developed over a century ago at Columbia Business School. For an investment...

It is spooky season! We could pitch Exchange based on its merits. It is an important financial advisor conference with a reputation for first-rate speakers and ample networking opportunities. But today we’ll talk about why Exchange would be an ideal spot to be in the event of a zombie apocalypse happening March 23-26. Exchange Is [...] The post 4...

Our three-year forecast includes balanced economic growth, albeit at a slower pace than recent experience, and inflation settling above the Fed’s target rate. The Fed is expected to continue easing at a measured pace over the next year. We initiated a position in long-duration, zero-coupon Treasurys as a stabilizer amid potential global policy uncertainty...

While the promise of technologies like artificial intelligence, machine learning, cloud computing, and cryptocurrency are groundbreaking, powering the data centers to support them has become increasingly energy intensive. For years, data centers could chug along with a pretty stable appetite for power. However, thanks to the increased processing demands...

This week’s edition of the ETF Prime podcast saw host Nate Geraci invite VettaFi Investment Strategist Cinthia Murphy to tour the key trends in new ETFs right now. Later, Tradr ETFs Head of Product and Capital Markets Matt Markiewicz joined the show to discuss his firm’s calendar reset leveraged ETFs. Geraci and Murphy touched on [...] The post ETF...