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Should investors pursue capital appreciation or income? Why not both? The Simplify Piper Sandler US Small-Cap PLUS Income ETF $LITL seeks small cap stocks well positioned for a dynamic economic environment while adding income through a risk-managed options overlay. And unlike

Agree. Fundamental composition (often referenced via sector weights) plays a huge role in determining valuation levels for markets. See chart. When was the QQQ ever cheaper than the TSX? That tends to move slowly while risks being priced in/out (think wider spreads from interest

The last time I saw Blues Traveler I didn’t have a drivers license, I didn’t have a cell phone and I got my tickets at Blockbuster video. Popper sounds exactly the same! 🎶🎵🎤

Housing backdrop continues to deteriorate in some parts of the country while other continue to see new lows in inventory. The economy doesn't "land" (broad-based reacceleration) until housing does and the HOPE cycle restarts. Until then, we remain in a world of bifurcation nation

ICYMI Our pod with Kantro is in your feed! Danny Moses and Kantro discuss this bifurcated market, interest rate impacts and the earnings growth outlook for 2025 and beyond 📊 Apple: apple.co/4kxEVcU Spotify: tinyurl.com/54k37ud7

Now housing is bifurcated too. Thus, we have a K-shaped economy, and a K-shape within an industry in the bottom portion of the K. The silver lining is that lower prices can improve affordability while interest rates remain sticky. The road to normalization has to start somewhere.

We go to Block Island every summer. One of the girls favorite activities is catching blue crabs in the Great Salt Pond. Maybe next time we should bring larger bait!? 🦈 Photo from summer 2015.

“narrative volatility” catching on! Though, this began well before President Donald J. Trump took office Bloomberg Markets. bloomberg.com/news/articles/…

Some difficult math/choices for would be Senate budget cutters. Table is admittedly imperfect mixing OT/rev in cases when a program has both but where, in this mix, are you going to find more, with these margins, that hasn't been litigated already? Table is 2025-2034

So much energy focused on an issue that has extremely poor value in forecasting forward returns. Haven’t met a person on X that has a 10-year time horizon. Most are 10 days 🙄😎

I’ve been told many times during my career by, let’s say, more “experienced” investors that the economy did fine in the 80s and 90s despite much higher rates than we have today. Thus, current rates are NOT an issue. My response was always “that’s true, but that was in part due to

After all the obsession, back in ‘23 and ‘24, on when the Fed was going pause their tightening cycle who would’ve thought that “pause” would come back in style this strong in 2025?!

In this week’s episode of What’s Next For Markets, 42 Macro founder and CEO Darius Dale joins us to discuss the evolution and adaptation of his investment framework for an ever-changing market environment. 42 Macro 🇺🇸 ⁦Darius Dale⁩ podcasts.apple.com/us/podcast/wha…