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Friday, 11 September 2026

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US wholesale inventories surge in July

U.S. wholesale inventories increased strongly in July, while sales rebounded following June’s decline. Inventories grew faster than sales during the month, pushing the inventories-to-sales ratio modestly higher.

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Hedged Equity as a Liquid Alternative

Why Liquid Alternatives Keep Disappointing — and What to Do About It Most liquid alternative funds fail a simple test: they cannot be held through a full market cycle — adopted in crises, abandoned on recoveries, and go…

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When Value Meets Tech: How COPY Finds Deals

Traditionally speaking, advisors and investors don’t typically associate value strategies with tech exposure. Key Takeaways: While value strategies don’t usually embrace tech companies, tech stocks can certainly find th…

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World Markets Watchlist: September 8, 2026

For more than a decade, the International Rescue Committee’s (IRC) annual Emergency Watchlist has accurately predicted 85-95 percent of the countries most likely to face a worsening humanitarian crisis in the coming yea…

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The Fed May Hike, But This Is Not 2022

Central banks are flirting with rate hikes, and markets have gone crazy. Memories of the 2022 inflation battle are clearly still fresh. Yet talking about rate rises is one thing, delivering them is quite another, and th…

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The Rise of Faith-Based ETFs

Faith-Based Investing is not new. For generations, religious individuals and institutions have sought to align financial resources with moral and religious principles. What is changing is the range of investment structu…

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A Pain You Might Not Want

Albert wrote in this week about a problem that can sometimes plague your investments. His email started, “Sometimes I like something that is too complicated for me to handle the taxes.” I didn’t have to read any further…

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