In our Asset Allocation Bi-Weekly report from March 4, 2024, we began to explain more fully our recent decision to introduce uranium and uranium miners into our Asset Allocation strategies. Our key thesis was that current and planned investments in new nuclear reactors for electricity generation, especially in China and India, will likely lead to booming...

Investors often hear about passive investing’s dominance in the ETF world and markets writ large. With about 84% of small and mid-cap ETF assets in passive strategies, for example, it’s hard to avoid their sheer size. Of course, size isn’t everything, especially as small-cap indexes are weakening over time. That long-term issue may point to [...] The...

By Chris Konstantinos, Managing Partner, Chief Investment Strategist SUMMARY US economy more productive than international peers, according to current real GDP per worker figures. US GDP growth remains robust, which we think bodes well for corporate earnings. We remain optimistic on US stocks. In today’s Weekly View, we created a concise synopsis of...

Some experts believe there are plenty of credible use cases for blockchain technology. But they think efforts to expand that arena are being forced upon end users and investors. Whether that claim is accurate can be debated. But it’s clear some disruptive technologies beyond crypto intersect with blockchain. That includes artificial intelligence (AI)....

VettaFi’s Fixed Income symposium is today. There’s still time to register, for free, and the event promises to provide clarity in these uncertain times. “There is a lot of uncertainty in the fixed income marketplace, and advisors are seeking answers on what to do next,” said VettaFi Head of Research Todd Rosenbluth. “Today’s Fixed Income [...] The...

With artificial intelligence (AI) capturing investor imagination these days, gold’s recent rally might be a mere blip on the radar. A Sprott Special Gold Report from John Hathaway, managing partner at Sprott Inc. and Sprott Asset Management senior portfolio manager, could be hinting that more upside could be on the near horizon. Aside from central [...]...