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Investing, Asset Allocation, Economics & The Search For The Bottom Line

20/11/2025

Fed’s Mixed Signals From Minutes Raise Doubts About Rate Cuts

Fed’s Mixed Signals From Minutes Raise Doubts About Rate Cuts Earlier this week we asked: Is Wall Street starting to second-guess the inflation outlook? The Fed’s adding to the suspense — minutes from the Oct. 28–29 policy meeting reveal growing doubts about the case for more rate cuts. “I...

19/11/2025

Hints Of A Weak Jobs Market Ahead Of Thursday’s Payrolls Report

Hints Of A Weak Jobs Market Ahead Of Thursday’s Payrolls Report The government has reopened and the task of piecing together the missing economic data points has started. Early clues suggest that hiring slowed in October. Meanwhile, the Labor Department will release its delayed payrolls report for...

18/11/2025

Tech And Utilities Still Lead US Equity Sectors This Year

Tech And Utilities Still Lead US Equity Sectors This Year Stocks in the technology sector, closely followed by utilities, remain the hot hands for the US stock market in 2025, based on a set of ETFs through Monday’s close (Nov. 17). Although tech has pulled back sharply after its October surge, th...

17/11/2025

Is Wall Street Starting To Rethink Inflation Risk?

Is Wall Street Starting To Rethink Inflation Risk? In early November, markets were moderately confident that a slowing labor market would persuade the Federal Reserve to cut interest rates for a third time at the Dec. 10 policy meeting. But confidence on that bet is unravelling amid concerns that in...

16/11/2025

The ETF Portfolio Strategist: 16 NOV 2025

Trend Watch: Global Markets & Portfolio Strategy Benchmarks

15/11/2025

Book Bits: 15 November 2025

Book Bits: 15 November 2025 ● The History of Money: A Story of Humanity David McWilliams Review via New York Post Looking at various moments in history, McWilliams reveals an unsettling through-line: humans keep making the same mistakes with money because money’s fundamental nature hasn’t chan...

14/11/2025

Research Review | 14 November 2025 | Bubble Risk

Research Review | 14 November 2025 | Bubble Risk Bubble Beliefs Christian Stolborg (Copenhagen Bus. School) and Robin Greenwood (Harvard) October 2025 We study expert beliefs during boom-bust episodes in which highly valued individual US stocks experience a price run-up followed by a crash. As price...

13/11/2025

Weak Jobs Data Favors Another Rate Cut In December… Maybe

Weak Jobs Data Favors Another Rate Cut In December… Maybe The government shutdown has ended and new government data will soon start to roll out ahead of the next Federal Reserve policy announcement on Dec. 10. The modest uptick in inflation lately will keep markets guessing, but several estimates ...

12/11/2025

High-Beta Stocks Continue Leading Equity Risk Factors In 2025

High-Beta Stocks Continue Leading Equity Risk Factors In 2025 There’s no contest going into the final stretch of the year among US equity factor ETFs. So-called high beta stocks – shares with relatively high levels of return volatility – are leading the field by a wide margin, based on a set o...

11/11/2025

The Bond Market’s Having A Very Good Year

The Bond Market’s Having A Very Good Year The Wall Street maxim that markets climb a wall of worry seems to apply to the bond market this year. Despite a range of concerns, including tariff-related inflation to government debt, fixed-income securities are posting strong year-to-date gains through ...

10/11/2025

The Genius-Is-A-Bull-Market Trade Keeps On Winning In 2025

The Genius-Is-A-Bull-Market Trade Keeps On Winning In 2025 With less than two months to go, widespread gains continue to dominate the performance ledger for global markets. A lot can happen between now and the New Year’s celebrations – and probably will — but for the moment the appetite for ri...

09/11/2025

The ETF Portfolio Strategist: 09 NOV 2025:

Trend Watch: Global Markets & Portfolio Strategy Benchmarks

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