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ETF STRATEGIST ARTICLES
Notes from the Desk: Resilient Labor, Resilient Valuations
2025-07-15The US Labor market has remained remarkably resilient despite concerns about job cuts in the...
July 2025 Chart Pack Summary
2025-07-15SUMMARY
- US earnings growth is being driven by technology stocks.
- Tech has much higher profit...
The 'Mag 8' Are Now Competitors: What This Means for Investors
2025-07-15The “Magnificent 8”—including Alphabet, Amazon, Apple, Meta, Microsoft, Netflix, Nvidia and Tesla...
Despite Economic Uncertainties and Wild Market Swings, U.S. Economic Fundamentals Refuse to Buckle
2025-07-14The U.S. economy remains resilient despite headline volatility tied to shifting trade and tariff...
Main Management Market Note: July 11, 2025
2025-07-11The NFIB Small Business Optimism Index ticked down to 98.6 in June (left), just missing forecasts...
Economic Crosscurrents in 2025: Inflation, Interest Rates, and Investment Strategy
2025-07-11As 2025 progresses, investors and policymakers are navigating a highly complex economic landscape...
The July 2025 Dashboard: Our Three Layers of Risk Management
2025-07-08Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the...
Notes From the Desk: One Big Beautiful Bill
2025-07-08On July 3rd, Congress approved the sweeping One Big Beautiful Bill Act, which was signed into law...
Market Update: Tax & Spending Bill Passed, Tariffs Still in Flux
2025-07-08On July 4, President Trump signed into law the One Big Beautiful Bill Act. The most notable...
Main Management Market Note: July 3, 2025
2025-07-03The S&P 500 has fully recovered from April 8’s bottom, making new all-time highs this week.

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5491895.2.1.AM.RTL
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Expiration: 9/30/2025