In our last commentary, we highlighted the changing macroeconomic environment and the risks to the current bull market. As a result, we de-risked our portfolios at the beginning of April. As of this writing, risk assets are roughly at the same levels. While markets bounced back in May, the short-term action does not change our [...] The post Markets...

Investing in midstream master limited partnerships (MLPs) can provide portfolios with a wide variety of benefits beyond exposure to the energy industry. Stacey Morris, VettaFi’s head of energy research, participated in VettaFi’s recent 2024 Alternatives Symposium. During the event, she discussed MLP investing and how it can enhance portfolios. Potential...

It’s easy to forget silver is more than a precious metal. It offers the dual purpose of an industrial metal that’s also critical to the ongoing global energy transition. That said, it assists with the transition in three key ways. Silver’s mission-critical inclusion in the metals that are the forefront of the transition can’t be [...] The post 3 Ways...

It’s not just bitcoin’s price that’s expanding.  The blockchain on which bitcoin resides – one of the pioneers in the space — is also rapidly adding heft. The expansion of the bitcoin blockchain could bring with it a variety of implications, including solidifying the overall usage case for blockchain technology. In turn, such shifts could [...] The...

On Wednesday, Nvidia (NVDA) became the second-most valuable company in the world and while that’s just one example, it’s confirmation that investors’ enthusiasm for growth stocks remains high. That’s borne out by the fact that due in large part to the AI boom, growth equities are in the midst of another lengthy run of beating [...] The post Moats...

In what represents a familiar refrain to what investors have heard over the past several years, a small number of stocks account for a significant percentage of the S&P 500’s 2024 upside. And owing to YTD weakness in shares of Apple (AAPL) and Tesla (TSLA), the much-ballyhooed “Magnificent Seven” has been pared to the “Fabulous Five.” [...] The...