Index funds and the rise of mega caps, redux
This article was first published on Klement on Investing. If you are a small- and mid-cap investor, look away now. This article contains distressing if you are a small- and Read More
Is South Korea the next Japan?
This article was first published on Verdadcap. South Korea’s equity market looks like an exaggerated version of the Japanese stock market. Japan has a massive pool of companies trading at Read More
Why retail traders underperform
Joachim Klement (Klement on Investing) This article was first published on Klement on Investing. A couple of months ago, I wrote a note about what people look at when they look at Read More
Avoid This Tax Mistake: Treasury Income is State-Exempt
By Brian Jacobs (Aptus Capital) First published here on Feb 18, 2025 With Treasury yields at multi-year highs, many investors are turning to Treasury-focused ETFs, money market funds, and broad Read More
Leveraged ETFs: The Hidden Costs of Volatility Drag
by Brian Jacobs (Aptus Capital Advisors) First published here. Daily leveraged ETFs aim to magnify the returns of an underlying asset or index, often by 2x or -2x the daily return. While Read More
Aptus Musings: Not So Tarif-Fying?
by David Wagner | Feb 7, 2025 | Blog, Market Updates First appeared here. We’re one month down, with 11 months to go and let me tell you, there was a lot to digest in January. Read More
Navigating 2025 with a Quality-Driven Approach
Brookmont Capital Management As we enter 2025, the investment landscape demands a renewed focus on quality. While traditional growth and value blended allocations have historically helped reduce portfolio volatility and Read More
Chart of the Week – Earnings Superpower
This article was first published on Topdown Charts Callum Thomas A couple of weeks ago we looked at US Tech vs non-tech earnings… this time we are looking at US vs Read More