ECONOMICS & INVESTING

Un-Herd: Perspectives that may wander from the herd
Un-Herd: Perspectives that may wander from the herd

We launched a newsletter today: Un-Herd! From real opinions about hot topics to the random or unexpected stories making the rounds, it’s a smart, candid look at what’s on our minds—delivered straight to your...

3 ETFs with the highest 1-month trailing return as of 9/12/2025
3 ETFs with the highest 1-month trailing return as of 9/12/2025

Here is a summary of the 5 ETFs from our investment universe with the highest 1-month trailing return and the factors that contributed to that performance.

When Eight Stocks Drive the Market, What Happens When They Fall?
When Eight Stocks Drive the Market, What Happens When They Fall?

Over the past several years we’ve watched the S&P 500’s performance become increasingly tethered to a handful of Mega-cap technology companies. So what happens when they fall?

The “Mag 8” Are Now Competitors: What This Means for Investors
The “Mag 8” Are Now Competitors: What This Means for Investors

The “Magnificent 8” built their leadership through dominance in their respective sectors. Now, all eight companies are competing in the same vertical—AI. Watch this video for more context on what this means for investors:

More ETFs Have Bitcoin Exposure Than You Might Think
More ETFs Have Bitcoin Exposure Than You Might Think

I bought Bitcoin?? Some recent data compiled at bitcointreasuries.net has me asking this question about a significant number of ETFs we own or have an interest in via our Decathlon and BCM Sector products. ...

Market Madness: The “Elite 8” Are Becoming a Liability
Market Madness: The “Elite 8” Are Becoming a Liability

The recent market drawdown highlights risks of a concentrated S&P 500—and the case for diversification now. At this point, most investors should be keenly aware of the outsized importance of a select group of...

Artificial Intelligence Doesn’t Appear Ready to Take Over the World Yet
Artificial Intelligence Doesn’t Appear Ready to Take Over the World Yet

The last two years have seen an explosion in the availability of artificial intelligence (AI) tools to the consumer. Products like ChatGPT and Midjourney have captured imaginations and caused speculation about how soon AI...

Five Principles for Responsible Use of Artificial Intelligence/Machine Learning Technologies in Asset Management
Five Principles for Responsible Use of Artificial Intelligence/Machine Learning Technologies in Asset Management

As the general public becomes more informed about artificial intelligence and machine learning technologies, they are also becoming more informed about the potential risks that those of us who’ve been using these methods for...

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