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From IPO to Core Holding: Why SpaceX Remains a RONB Cornerstone

Prior to the debut of SpaceX on the Nasdaq, one of the few ways to get exposure to this highly anticipated IPO was through Baron First Principles ETF (RONB) via publicly traded, transparent, liquid ETF shares. Just beca…

3 min read

Rate-Agnostic Income: Why Fed Moves Matter Less for CLOs

A common notion in the fixed income market surrounds rate decisions by the U.S. Federal Reserve as the primary pivot point for portfolio shifts. However, in the collateralized loan obligation (CLO) space, the rate conve…

4 min read

Strong LLY News Boosts Active Healthcare ETF GDOC

Healthcare and technology provide an intriguing contrast. Many healthcare stocks are traditionally known for their more defensive uses in portfolios. At the same time, biotech and healthcare technology stocks stand to g…

2 min read

ETF Prime: Meb Faber’s Case for Long-Term Investing in America

Long-term investing in America and the lessons history offers modern investors were the focus of this week’s ETF Prime. Host Nate Geraci welcomed Mebane Faber, founder and chief investment officer at Cambria Investment …

2 min read

‘Mega-Rotation’ Could Lift This Income ETF

While some of the hottest artificial intelligence (AI)-adjacent trades have hit a rough patch recently, broader large-cap equity benchmarks remain near all-time highs — despite a brief pullback on July 7. That’s a sign …

2 min read

The Hour-Long Project We Never Would’ve Started

We may often come off as skeptical about AI in this newsletter. Our skepticism is primarily centered on the AI capital spend and AI company valuations rather than the AI tools themselves, which we have found both useful…

5 min read

Cryptocurrencies: Bitcoin Back Above $60K

This weekly update tracks some of the largest cryptocurrencies by market share: Bitcoin and Ether. While both are considered high-risk assets, they possess foundational differences that investors should understand. We h…

3 min read