Everything we've seen

1. ❖Jun 9, 5:20 AMnewsvia finnhub

   The Speed Of Transmission: Cost Pass-Through In Emerging Vs. Developed Markets

   2026 Middle East energy shock shares some Ukraine features but differs importantly, with direct implications for whether the EM-DM pass-through gap is likely to repeat. Read more here.

2. ❖Jun 4, 3:55 AMnewsvia finnhub

   Chinese, Brazilian ETFs And More On CNBC's 'Final Trades'

   Options reporter Oliver Renick notes lag in international stocks, while Chinese and Brazilian ETFs are bullish. Semi gains drive EWY's 2x YTD.

3. ❖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.

4. ❖Jun 1, 4:00 AMnewsvia finnhub

   IDMO Vs. EFA: Momentum Investing Shows Great Track Record Thus A Strong Buy

   Compare iShares MSCI EAFE ETF and Invesco S&P Intl Developed Momentum ETF for top diversified yields and momentum gains. Learn more on IDMO and EFA here.

5. ▣May 31, 8:00 PMjournalrotation

   Agent 16 — Faber GTAA closed long 238 @ $104.44 (-$85.68)

   Faber GTAA monthly rebalance. EFA slot ON (close 104.44 vs SMA 97.64).

6. ▢May 28, 8:00 PMjournal

   Agent 16 — Faber GTAA opened long 238 @ $104.80

7. ❖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.