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Notes from the Desk: Priced for Perfection

The crescendo of AI-related spending is affecting all corners of the capital markets. Debt financing has been especially impacted this year given the epic financing needs of the largest hyperscalers. The big four — Meta…

3 min read

Rising Consumer Spending Builds Investment Case For IBUY ETF

Despite obstinate inflation and higher-for-longer interest rates, consumers continue to open their wallets and spend. But how they spend is another story. While physical stores struggle with rising operational costs, co…

1 min read

Beyond Gold: Why Broad Commodities ETFs Win

Gold — the commodity most investors associate with the category — doesn’t currently appear at all in one broad commodities fund’s portfolio. Refined fuel contracts top the lineup instead.

4 min read

Fed’s Logan calls for ’modestly higher’ interest rates

Good morning. Thank you, Daron [Peschel], for that kind introduction. And welcome, everyone, to the Dallas Fed’s Houston branch. I’m looking forward to my conversation with Dr. Margaret Ford Fisher, chancellor of Housto…

11 min read

Beyond Data Centers, Nuclear’s Investment Thesis Is Solid

Artificial intelligence and the subsequent data center boom are the primary contributors to the nuclear energy renaissance and investors’ newfound enthusiasm for nuclear equities and ETFs. Those ETFs include the ALPS Na…

2 min read

XRP Can't Keep Up as Bitcoin Takes a Breather: Analysis

Markets are taking a breath Thursday after one of the cleaner macro-driven crypto pumps of 2026. The June Consumer Price Index fell 0.4%—the steepest single-month drop since April 2020—collapsing Fed rate hike odds for …

4 min read

Dividends Carry the Day With This Small-Cap ETF

Entering Wednesday, the Russell 2000 and S&P SmallCap 600 indexes were up an average of 20.8% year-to-date, confirming small-cap stocks are back with a vengeance. Arguably overlooked in that scenario, some vibrant ETFs …

3 min read

Dividends vs. Distributions: What Investors Need to Know

Demand for income-generating investments has been remarkably strong in recent years as advisors search for ways to offset market volatility. High-yielding investments can provide a more predictable return stream. This i…

1 min read