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Late Start Hot Links

Sorry for the late start today, had an epidural with the needle going into a nerve being pressed on by herniated discs in my lower lumbar area (L4 and L5). The doctor basically said “don’t get too excited, we may have to do this one or two more times for it to work.” So I…

The “Next Wave” of Financial Advisors

The gang at ETF.com included me in their “Next Wave” of financial advisors list this year. So I have that going for me, which is nice 🙂 Seriously, I’m honored to be included. Truth be told, while I am representing the firm, the advice we give is much more of an ensemble story. Between the research…

The Riskalyze Report: Advisors Not SHY

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I…

One Stock That’s Begging For Higher Rates

I think this CME chart I made speaks for itself, but I’ll have some comments to add on the fundamental drivers once you’ve digested the technicals. I rarely write about individual stocks here because I don’t want there to be a misconception about my intent: I never give advice on specific investments on this site….