Everything we've seen

1. ·Sep 14, 8:01 AMstreamnews

   Global Leading Indicators, July/August 2026 - On The Precipice

   Global leading indicators stabilised over the summer, albeit at a weak level. The key question is whether the repricing in global bonds ultimately spills over into equities. Read more here.

2. ❖Sep 14, 3:30 AMnewsvia finnhub

   Global Leading Indicators, July/August 2026 - On The Precipice

   Global leading indicators stabilised over the summer, albeit at a weak level. The key question is whether the repricing in global bonds ultimately spills over into equities. Read more here.

3. ❖Sep 8, 5:10 PMnewsvia finnhub

   Asset Class Scoreboard: August 2026

   August 2026 delivered broad gains across the scoreboard, with commodities continuing their run by adding +6.21% for the month.

4. ❖Sep 4, 7:10 AMnewsvia finnhub

   International Investing: International Outperformance Vs. S&P 500 Is Healthy, And It's Still Early

   International investing has been quietly putting up robust numbers for shareholders. We're seeing international, gold and grains start to rally, without much give-back in S&P 500 and Nasdaq.

5. ❖Sep 2, 6:20 AMnewsvia finnhub

   Chart Of The Day: It's A Global Problem, And It's Getting Worse

   Interest rates in many countries are going up... and the trend is getting worse. We’re in for some rough sledding for a little while. That goes for bonds and stocks. Read more here.

6. ❖Aug 31, 10:50 AMnewsvia finnhub

   3 Lessons From A Tumultuous 2026

   The new economic regime we’ve long described has been on full display in 2026. As the summer ends, we focus on three lessons to take into the rest of the year. Read more here...

7. ❖Aug 31, 4:30 AMnewsvia finnhub

   ACWX: Ex-US Stocks Appear Undervalued Relative To Earnings Potential

   Explore ACWX (iShares MSCI ACWI ex US ETF): diversified ex‑US stocks, undervalued metrics, 2.38% yield, and 10–16% IRR potential—read now.

8. ❖Aug 22, 4:18 AMnewsvia finnhub

   FFA: Beware Of The AI Risk With This High-Yielding Covered Call Fund

   Explore First Trust Enhanced Equity Income Fund: 6.67% yield via covered calls, tech-heavy risks, discount to NAV, performance vs. S&P 500. Click to read more.

9. ❖Aug 8, 4:20 AMnewsvia finnhub

   FNDF: Proven Value Approach Yields Solid Returns

   FNDF is supported by strong performance, disciplined rebalancing, and attractive valuation metrics versus peers. Learn why FNDF ETF is a buy.

10. ❖Aug 5, 2:30 AMnewsvia finnhub

    Chart Of The Day: One Index, Two ETFs, One Important Story

    The MoneyShow Charts of the Day show the Invesco S&P 500 Equal Weight ETF and the more widely followed SPDR S&P 500 ETF. We aren’t in a megacap-only market anymore. Read more here...

11. ❖Aug 4, 11:01 AMnewsvia finnhub

    Asset Class Scoreboard: July 2026

    July 2026 flipped the recent script for commodities, which jumped +12.03% for the month after two straight declines.

12. ❖Jul 28, 7:58 PMnewsvia finnhub

    Performance Insights - July 2026

    Despite the US-Iran MoU committing both sides to a peace deal and declining inflation expectations, the Fed outlook turned hawkish. ECB and BoJ hiked; BoE held steady. Read more here.

13. ❖Jul 28, 8:36 AMnewsvia finnhub

    LGI: A Good Fund, But The Price Is Questionable

    Explore Lazard Global Total Return & Income Fund (LGI): 10.18% yield, global equity & EM currency exposure, AI plays, and NAV premium—read now.

14. ❖Jul 20, 12:45 AMnewsvia finnhub

    CIO Weekly: Will Earnings Sustain Equities Momentum?

    Amid a range of macro risks, investors are betting almost entirely on earnings to sustain the equities rally, leaving no room for disappointment.

15. ❖Jul 17, 8:35 AMnewsvia finnhub

    Shipping Choke Points Raise Business Costs Even After The Iran War

    After the war is over and traffic flows freely through the Strait of Hormuz, the world will continue to see long-term effects. Business adjustments to the risk of disruption increase costs.

16. ❖Jul 13, 12:50 PMnewsvia finnhub

    Global Leading Indicators, June 2026 - Downturn Confirmed

    Global leading indicators deteriorated further at the end of Q2, with revisions pointing to a broadening weakness that has been building since March. Read more here...

17. ❖Jul 2, 4:10 PMnewsvia finnhub

    Asset Class Scoreboard: June 2026

    Commodities fell -10.49% for the month, their second consecutive decline after May’s -7.53% drop.

18. ▣Jun 5, 8:00 PMjournalrotation

    Agent 15 — Dual Momentum closed long 1,307 @ $73.92 (-$3,372.06)

    Dual Momentum monthly rebalance. Relative winner SPY (24.37%); absolute momentum passed → target SPY.

19. ❖Jun 4, 5:00 PMnewsvia finnhub

    Asset Class Scoreboard - May 2026

    May 2026 saw equity markets continue their upward momentum from April, with U.S. stocks gaining +5.26% and world stocks adding +3.90%.

20. ❖Jun 3, 7:30 AMnewsvia finnhub

    Jensen Huang's $9 Trillion Productivity Claim

    Jensen Huang said 30mln software developers with $3trln worth of salaries are now producing nearly three times as much output. With that, he directly connected software output to world GDP.

21. ❖Jun 1, 6:17 AMnewsvia finnhub

    My Current View Of The S&P 500 Index: June 2026 Edition (Technical Analysis)

22. ▢May 28, 8:00 PMjournal

    Agent 15 — Dual Momentum opened long 1,307 @ $76.50

23. ❖May 28, 6:15 AMnewsvia finnhub

    Allocate With Intent: Active Equity Strategies For Changing Markets

    Investors are facing monumental questions about their allocation strategies in a new market regime. Active strategies must adapt their processes to deliver consistent relative performance.