U.S. Treasury Bond Market Insights and Global Implications
Most of the U.S. Treasury market conversation right now is about supply. How many bonds/bills are being issued, what duration, whether the deficit trajectory...
Where Investors Can Still Find Dividend Growth in 2026
Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere
Dividend growth investing could be hitting its stride amid shifting macro...
What Stock Splits Reveal About Corporations in First Half of 2026
The global equity arena remains divided with stark dispersion as macro and tech forces continue to separate market winners from losers
Traditional split announcements have...
Inside 2026’s Red-Hot IPO Rush
With 203 announced IPOs year-to-date, H1 2026 is officially tracking at its third-highest clip of the last decade, completely leaving the post-pandemic dry spell...
Target (TGT): Showing Some Signs of Emerging Strength
Looking across the retail sector, we see a mixed bag.
Today, we look at a big box retailer (Target Corp) and highlight its relative out-performance.
This...
Stock Market Off and Running? Strategies to Avoid FOMO
Everybody loves semiconductor stocks right now.
AI is booming, Nvidia’s flying, and FOMO is everywhere.
Please watch the Semiconductors Sector etf (SMH) and myself as we...
2026 Market Update: A Tale of Two Consumers
Most investors have likely come across the concept of the K-shaped economy — our industry does love to put letter shapes on things. In...
Bullish or Bearish? Retail vs The Russell 2000: Critical Market Levels To Watch
The Retail Sector ETF (XRT) is flashing warning signs as the consumer continues to struggle under the pressure of rising costs and slowing momentum.
Meanwhile,...
Q1 Earnings Recap: Retailers, Nvidia Close Out Season Marked by Robust Growth
Earnings slow down from this point forward, with only 611 global companies releasing results for Q1 this week
All eyes will be on the retail...
Emerging Markets ETF (EEM): Important Breakout Retest
There have been several storylines within the U.S. equity markets rally.
Some show up front and center (AI stocks). Others not so much.
One oldie but...
