Open USD & the Repricing of Stablecoin Economics
The consortium behind Open USD is not competing on demand. It is competing on who keeps the reserve income.
ETFs
Bypassing China: The $3B Opportunity for Rare Earths
If anyone was expecting U.S.-China tensions over critical minerals to simmer down any time soon, August has already put those thoughts to rest.
Retail ETFs: Following the Selective Consumer
Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure. E-commerce is evolv…
Inside the Consumer Price Index: July 2026
Inflation affects everything from grocery bills to rent, making the Consumer Price Index one of the most closely watched economic indicators. What does inflation mean at the micro level — specifically to your household?
Value Stocks Drive IDOG Past Broader Market in July
International value stocks fueled a decisive July for the ALPS International Sector Dividend Dogs ETF (IDOG). The fund gained 6.14% for the month, according to ALPS Advisors’ July ETF Spotlight report. Developed interna…
Cohen & Steers Expands Active ETF Lineup With Real Assets Fund
On August 12, Cohen & Steers launched the Cohen & Steers Real Assets Active ETF (CSRA). This actively managed ETF looks to deliver attractive long-term total returns and to maximize real returns during inflationary envi…
Bitcoin’s Drawdown Is a Sizing Question
Bitcoin fell 53% peak to trough. What that does to a portfolio depends almost entirely on how much of it you own, according to CoinShares’ Research.
American Century’s Gotelli Talks Key Muni Bonds Opportunity
The fixed income landscape continues to offer real opportunity this year as well as persistent, events-driven uncertainty. Still, cutting through the headlines, investors can find major opportunities inside the portfoli…
Is it Time to Take a Closer Look at Target Maturity ETFs?
Among the key benefits of the ETF wrapper is the wide range of tools it gives advisors and investors to build tailored fixed income portfolios. And given today’s complex rate and inflation environment, it certainly help…
Replenishing the Arsenal: How U.S. Missile Shortages Are Driving Defense ETFs
The U.S. military has depleted much of its stockpile of long-range missiles during its five-month conflict with Iran, raising concerns about readiness for future conflicts, according to CNBC analysis. The rapid consumpt…
ETF Prime: Nuclear ETFs & America’s First Domestic Gold ETF
The nuclear energy renaissance and a new approach to precious metals ETFs headlined this week’s ETF Prime. Host Nate Geraci welcomed Steffan Szumowski, nuclear research analyst at VettaFi, followed by Tarek Saab, CEO an…
A Fundamental Firm Foundation
With nearly 90% of S&P 500 Index companies having reported their second-quarter earnings, the bottom line has surprised by over 29% thus far compared to analyst estimates (see the chart).
Top ETF Launches of Summer 2026
The ETF industry continues its fast pace of innovation, with product development showing no signs of slowing. U.S. ETFs ended July with $15.7 trillion in total assets under management, bringing in $193 billion in net ne…
Long TIPS Yield 3%. Time to Buy?
In late 2008, TIPS yields rose past 3.0%, a juicy rate that lasted barely a month. By 2010, yields had fallen below 2.0%; by 2011, below 1.0%; and just before inflation exploded and the Fed tightened in 2021, the 5-year…
Q2 2026 Robotics Earnings Show Physical AI Demand Broadening
I’ve often looked at the robotics movement as a “now-and-later” play, meaning that it’s part of the global industrial complex today, defensive against AI disruption (net winner), and increasingly, not just a cyclical, b…
Goldman Plays Options Offense: Acquiring NEOS to Build Active ETF Powerhouse
Goldman Sachs Asset Management is continuing its aggressive expansion into active, high-yielding options strategies with a definitive agreement to acquire NEOS Investments. Similar to Innovator Capital Management, anoth…
Copper’s Rise Continues as Gold Tries to Claw Back Lost Ground
After correcting through much of the Iran conflict to date, precious metals are starting to revive based on a set of ETFs through Tuesdayâs close (Aug. 11). Meanwhile, copperâs resilience during the war has endured …
Guggenheim Ultra Short Income ETF (GCSH) Quarterly Commentary Q2 2026
Past performance is no guarantee of future results. This EFT is not a money market fund and does not seek to maintain a stable net asset value of $1.00 per share. The ETF is not a bank deposit and is not insured or guar…
Soft Labor Data Clouds the September Decision
Labor market data was soft enough to cast doubt on the timing and magnitude of future Fed hikes, making the upcoming CPI release a key tiebreaker for a September rate decision.
As CPI Report Expectations Darken, Look to Value ETF Opportunities
This week’s July CPI report looms over markets, with so much uncertainty already bubbling up under portfolios. Investors have options, however, for an outlook that sees inflation continue to resist efforts to tame it. V…
3 Satellite Communications Stocks Powering UFO
Satellite communications, navigation, spectrum, and connectivity are becoming increasingly important drivers of the space economy. Among the top holdings of the Procure Space ETF (UFO), EchoStar (ECHO), Iridium Communic…
A Hardware Wallet Hack & the Custody Conversation With Clients
Beginning 30 July, an attacker started sweeping bitcoin from addresses generated by Coldcard, a bitcoin-only hardware wallet made by Canadian firm Coinkite. The first burst took roughly 594 BTC from around 500 wallets i…
AI’s Next Bottleneck Isn’t Chips, It’s Power Infrastructure
Artificial intelligence data centers are hitting a power problem that has little to do with computer chips, according to a new report from Thornburg Investment Management.
REX Shares & BMO Launch 3X Leveraged Corporate Bond ETNs
Volatility from shifting Fed expectations and geopolitical events in today’s current environment creates an ideal backdrop for active bond traders. That said, the Bank of Montreal and REX Shares have expanded their Micr…