Alex Morris on Dual Share Class Funds, Fixed Income, & More
Alex Morris, CEO of F/m Investments, discussed the volatile inflation backdrop and its impact on fixed‑income strategies, emphasizing Treasury‑bill exposure and TIPS as inflation hedges. He explained the firm’s pioneering dual‑share class structure for the TBIL fund, which offers both ETF and mutual‑fund shares to bridge the gap between retirement platforms and ETF innovation. Morris also highlighted F/m’s dividend‑minimizing ETFs, CPAG and CPHY, designed to cut tax drag and boost total‑return efficiency. Finally, he projected that 2026 could match or exceed the record $1.5 trillion ETF inflows seen in 2025, while cautioning against over‑innovating under the 40‑Act framework.
Nifty Slides 208 Points as US-Iran Talks Collapse, Crude Tops $100
India’s Nifty slipped 208 points (0.86%) to 23,842 after US‑Iran talks collapsed and President Trump ordered a blockade of the Strait of Hormuz, sending Brent crude above $100 per barrel and domestic crude toward ₹10,000 (≈$120) a barrel. The sell‑off...
MFs Invest More as Market Crash, Cash Holdings Hit 16-Month Low
Indian mutual funds sharply reduced cash holdings in March, reaching a 16‑month low of about $22 billion as the Nifty and Sensex plunged 12% amid oil price spikes, rupee depreciation, and heightened geopolitical tension. Systematic Investment Plan (SIP) inflows surged to...
S&P 500 Financials Sector Earnings Preview: Q1 2026
The S&P 500 Financials sector will dominate the upcoming earnings week, with 21 of the 28 reporting companies belonging to the sector. Analysts forecast a robust 15.1% year‑over‑year earnings increase for Q1 2026, outpacing the 14.6% consensus. Insurance leads the charge with...
Rates Spark: Equities Are Back, but Bonds Are Not - Why?
Equities have largely rebounded from the February‑28 Middle East turmoil, with the S&P 500 regaining roughly 80% of its losses, while high‑yield spreads have normalized. Bond markets remain under pressure as long‑tenor yields stay elevated, driven by stubborn inflation and higher...
Goldman CEO Sees Noise Persisting on Retail Private-Credit Funds
Goldman Sachs CEO David Solomon said retail investors' concerns about private‑credit funds will persist, but Goldman remains comfortable in the space. The bank's $15.7 billion private‑credit fund saw redemptions just under 5 % in Q1, narrowly avoiding a broader outflow. Overall, the...
Global Downgrades Unwind India’s Premium, Cap Market Upside
Global brokerages including Goldman Sachs, Nomura, Citi and Bernstein have downgraded India from overweight to neutral, trimming Nifty targets by 10‑15% as earnings recovery stalls. The revisions reflect heightened energy costs, supply disruptions and a reassessment of India’s risk‑reward profile...
Trump Administration’s Temporary Reprieve on Russian Oil Expires
The Treasury Department’s one‑month sanctions waiver that let Russia sell oil at sea expired on April 13, ending a temporary lifeline that helped keep global crude prices in check. The waiver, introduced amid a Middle‑East conflict that pushed oil above...
Fuel-Linked Price Rises Hit Ethiopia Ahead of Orthodox Easter
Ethiopia’s grocery market is feeling a sharp price shock as fuel shortages tied to Middle‑East conflict raise transport costs dramatically. Freight charges have surged from 70,000 birr ($450) to over 250,000 birr ($1,600), delaying shipments and spoiling perishable produce. Onion...
3 Truck Stocks Holding Ground Despite Industry Challenges
The Zacks Transportation‑Truck sector is navigating a prolonged freight recession, tariff uncertainty, and high inflation, yet three carriers—Old Dominion (ODFL), J.B. Hunt (JBHT) and Knight‑Swift (KNX)—have held their ground. Despite a 19.6% drop in 2026 earnings estimates, the industry outperformed...
Infrastructure Investing—Growth, Income and Inflation Protection in One Asset Class
Michael Bell, CEO of Meketa Capital, highlighted that infrastructure investing is moving from a niche institutional asset class into the broader wealth‑management arena. Advisors are gaining confidence as educational resources proliferate, enabling them to allocate to projects that support digitization...
Netflix Earnings Could Make These ETFs Entertaining
Netflix is set to report its first‑quarter 2026 earnings on April 16, a filing that could trigger sharp moves in the leveraged ETFs NFXL (2x long) and NFXS (inverse). The streaming giant recently raised its standard plan to $20 a...
Iran War Tests BRICS — And Reveals Its Limits
More than two months after the U.S. and Israel launched attacks on Iran, the conflict is edging toward a fragile cease‑fire, but the closure of the Strait of Hormuz has sent global fuel and food prices soaring. BRICS – Brazil,...
Replenit Raises $2.5M to Bring Real-Time AI Decision-Making to Retail
Replenit, an AI decision engine that converts customer signals into real‑time, individualized actions, closed a $2.5 million pre‑seed round co‑led by Movens Capital and Vastpoint. The Warsaw‑based startup adds a reasoning layer to existing retail data stacks, enabling brands to move...
Analyzing the Analysis: How Do AI Portfolio Recommendations Hold Up?
Allan Roth tested Anthropic’s Claude on a $1.37 million multi‑account portfolio, including an $80,000 cash infusion, to see how well AI could generate a summary and rebalancing recommendations. Claude correctly identified the low 0.03% weighted expense ratio, proper tax‑location of assets,...
Foresight Reports 2026 First Quarter Results
Foresight Financial Group reported a net income of $3.89 million for Q1 2026, a 429% jump from the same quarter a year earlier and a 53% rise versus the prior quarter. Diluted earnings per share surged to $1.07, up from $0.20 in...
Existing-Home Sales Fall to Nine-Month Low as Prices Rise
Existing-home sales in March dropped 3.6% to an annualized 3.98 million, the lowest level since June. The median selling price rose 1.4% year‑over‑year to $408,800, while inventory crept to a four‑month high but remains tight. The National Association of Realtors cut...
Brits Retiring Overseas Could Forfeit More than £77k in State Pension Income
British retirees moving abroad this tax year could forfeit more than £77,585 (about $98,000) in state‑pension income over a 20‑year horizon, according to Rathbones research. The loss stems from the UK’s triple‑lock policy, which freezes pension payments for expats in...
EU Nat Cat Insurance Pool Could Be Enhanced by Cat Bonds and ILS: EIOPA / ESM Paper
The European Insurance and Occupational Pensions Authority (EIOPA) and the European Stability Mechanism (ESM) have proposed a premium‑financed, EU‑wide natural catastrophe insurance pool backed by a loan‑based backstop of up to €65 bn (about $70 bn). The pool would diversify risk across...
Aluminum Hits 4-Year High on Trump’s Blockade of Hormuz
Aluminum prices surged to a four‑year peak on the London Metal Exchange, reaching $3,570 a ton after President Donald Trump announced a blockade of Iranian ports. The spot‑cash spread widened to $95.50 a ton, the strongest backwardation since 2007, reflecting...
Chinese Miner Boosts Rare Earth Prices
China Northern Rare Earth Group, the world’s largest producer of light rare earths, announced a sharp increase in concentrate prices for the second quarter of 2026. The company lifted prices for 50% rare earth oxide concentrates, signaling tighter supply in...
Spring Cleaning. Ag Marketing Report 04/13/2026
The latest Ag Marketing Report shows a mixed week across commodities. Corn futures slipped 11.25 cents as planting lagged, while wheat fell 25‑35 cents amid a weaker condition rating. Soybeans rose 12.25 cents, with bean oil posting a record net‑long position, and cotton...
How This Biotech Stock Skirted Today's Selloff
Revolution Medicines (RVMD) surged 35.5% to $131.35, briefly touching a record $135.81 after reporting that its pancreatic‑cancer pill daraxonrasib cut death risk by 60% in a Phase 3 trial. Leerink and Guggenheim raised price targets to $147 and $174, respectively. The...
Investors ‘Back to the Drawing Board’ as Iran Deal Stalls. This Is What Advisors Should Know
Investors are re‑evaluating stock valuations as U.S.–Iran negotiations stall, sending Brent crude above $100 a barrel and West Texas Intermediate past $101. The market reacted with the Dow down 0.5% and the S&P 500 flat, underscoring heightened geopolitical risk. Meanwhile, Goldman...
Oil Price Tops $100 a Barrel as US Prepares Strait of Hormuz Blockade; Goldman Sachs Posts Rise in Profits –...
Oil prices surged past $100 a barrel, with Brent trading at $102.31 as the United States prepared a naval blockade in the Gulf of Oman amid the Iran‑Israel conflict. Goldman Sachs reported a 48% jump in investment‑banking fees, posting Q1...
Fuel Station Operator Yesway Seeks $321 Million in US IPO
Yesway Inc., a Fort Worth‑based convenience store and fuel station chain, filed to raise up to $321 million by selling roughly 14 million shares at $20‑$23 each. At the top of the range the offering would value the company at about $1.4 billion....
Here's The Average Monthly Grocery Bill Americans Should Target In 2026, According To The USDA
The USDA’s Food and Nutrition Service published its 2026 monthly grocery cost estimates, providing a national benchmark for budgeting. A moderate‑spending adult woman (20‑50) is projected to spend $330.70 per month, while a man of the same age group faces...
Pre-Markets Down as U.S. Sets Blockade at Hormuz
U.S. forces announced a blockade of the Strait of Hormuz, sending oil prices sharply higher and casting a geopolitical shadow over the opening bell. WTI crude rose to $104 a barrel and Brent to $102, while major equity indexes opened...
After a Rough March, Municipal Bonds May Be Offering Value
Municipal bond indices posted their steepest decline in nearly three years, slipping more than 2% in March as Treasury yields rose amid heightened geopolitical tension from the Iran conflict. The ALPS Intermediate Municipal Bond ETF (MNBD) weathered the sell‑off better...
CloudHQ Seeks $1.4 Billion in ABS Funding
Data‑center operator CloudHQ announced a $1.4 billion asset‑backed securities (ABS) offering, the first of its kind for the company. The ABS are secured by two leased, triple‑net facilities in Ashburn, Virginia, delivering a combined 160 MW of power across 403,410 sq ft. Both sites...
India Rises as China Slows in Mineral Demand Shift
Vale is accelerating iron ore shipments to India as the country’s steel production is projected to double by 2030, signaling a pivot away from China’s once‑dominant demand base. Chinese steel output has plateaued around 1 billion tonnes, while India’s broader industrial...
Semiconductors Lead Rally: Broadcom, Marvell Breakout
Semiconductor leaders Broadcom and Marvell are powering a rally driven by accelerating AI infrastructure spending. Broadcom secured long‑term AI chip contracts with Google through 2031 and expanded its partnership with Anthropic, while its fiscal 2026 revenue outlook tops $102 billion with...
Home Sales Fell in March as Weak Job Growth Dampened Buyer Confidence
Existing‑home sales fell 3.6% in March, slipping to a seasonally adjusted annual rate of 3.98 million as weak job growth and higher mortgage rates dented buyer confidence. Condo transactions dropped 7.9% year‑over‑year while single‑family sales were essentially flat. Despite the sales...
Already Filed Your Taxes but Need to Make a Change? Mistakes the IRS Will Fix and Red Flags That Could...
Taxpayers can adjust certain items after filing by submitting IRS Form 1040‑X, especially when missed income, life events, or overlooked credits like the $500 dependent credit or $2,200 Child Tax Credit are discovered. However, irrevocable elections such as switching from a...
#58756
The Options Clearing Corporation (OCC) announced a flex position consolidation for NextNav Inc., changing the option symbol from 1NN to NN. The adjustment applies to the P‑series option expiring on April 24, 2026 with a $10.50 strike. The change becomes effective at...
Broker’s Call: Anand Rathi Wealth (Neutral)
Anand Rathi Wealth reported Q4 FY26 operating revenue of ₹290 cr ($35 m), a 30% YoY increase driven by strong mutual‑fund distribution. FY26 revenue rose 22% YoY to ₹1,150 cr ($139 m) while operating expenses jumped 55% YoY to ₹200 cr ($24 m). Management projects FY27...
Broker’s Call: Paytm (Outperform)
Haitong International initiates coverage of One 97 Communication (Paytm) with an Outperform rating and a target price of ₹1,410 (≈ $17), above the current market price of ₹1,106.85 (≈ $13.5). The broker highlights Paytm’s leadership in retail digital payments and its aggressive push to...
Saudi Arabia: IPO Magnet
Saudi Arabia cemented its role as the Gulf’s premier IPO hub in 2025, delivering 37 of the region’s 42 listings and raising roughly $4.2 billion. The Saudi Stock Exchange’s Main Market and its Nomu parallel market split the flow, with Nomu...
Meta Is Closing in on Google's Title as the World's Largest Digital Ad Platform
Meta is projected to generate $243.46 billion in net ad revenue in 2026, narrowly surpassing Google’s $239.54 billion and claiming the title of the world’s largest digital‑ad platform for the first time. The social‑media giant’s growth is driven by a 24.1% ad‑revenue...
Inside the IMF-World Bank Spring Meetings as Leaders Grapple with War and Supply Shocks
The IMF and World Bank opened their 2026 Spring Meetings in Washington under the shadow of the Iran‑Israel war and the closure of the Strait of Hormuz, which have spiked oil by more than 20% and European gas by over...
Poland’s External Current Account Deteriorated in February Amid Rising Flows From China
Poland's external current account turned from a €1.05 billion surplus in January to a €990 million deficit in February, roughly $1.07 billion. The deficit was driven by a €1.025 billion goods trade shortfall, offset by a robust €3.029 billion services surplus (about $3.27 billion). Imports surged...
India Piles Up Export Tax on Diesel, Jet Fuel
India has more than doubled its export duty on diesel to 55.5 rupees (≈ $0.60) per litre, up from 21.5 rupees, and raised jet‑fuel export duty to 42 rupees (≈ $0.45) per litre from 29.5 rupees. The measures are intended to shore...
Zambia Secures Strategic Partnership in Jiangsu to Boost Chinese Investment
The Zambia Development Agency (ZDA) has signed a strategic partnership with the Jiangsu Industrial Cooperation Association, gaining free office space and staffing support for a new representative office in Nanjing. The deal taps into Jiangsu’s network of over 5,000 enterprises,...
T Rowe Price: How Investors Can Capitalise on China’s Next Expansion
T Rowe Price argues that despite recent sell‑offs in large‑cap Chinese tech stocks, the medium‑ to long‑term investment case for China remains intact. The firm highlights a projected 5% annual GDP growth by 2025, renewed policy support for infrastructure, and consumer demand...
Global Trading in INR Derivatives and the Indian OTC Derivatives Market
Global trading in Indian‑rupee (INR) derivatives has surged over the past decade, positioning the currency as a key hedge instrument. The Bank for International Settlements’ April 2025 survey ranks INR 11th in overall FX derivatives and 17th in interest‑rate derivatives. A...
Goldman Sachs Shares Drop in Pre-Market Trading Following Earnings Beat
Goldman Sachs posted a first‑quarter earnings beat, reporting $17.55 earnings per share versus the $16.49 consensus and $17.23 billion in revenue ahead of the $16.97 billion estimate. Despite the beat, the stock fell more than 4 % in pre‑market trading before the earnings...
The New Seed Filter: What Investors Look for Beyond the Demo
Partech partner Alison Imbert says polished AI demos mean little at seed stage; investors now demand gritty customer research, clear distribution plans and technical depth. Managing the €53 million (≈$57 million) Paris‑Saclay Seed fund, she backs engineering‑centric B2B SaaS startups that can prove...
Die-Hard Eagles Fan in Indiana Created ‘Optimization Algorithm’ to Slash His Annual NFL Streaming Bill by 60%
Ryan Kellermeyer, a Philadelphia Eagles fan living in Indiana, built an optimization algorithm through his startup HUDDLEMAXX that slashed his annual NFL streaming costs by roughly 60%, dropping the bill from $937 to about $375. He filed an FCC complaint...
With Orban Gone, China Has Lost Its Best Friend in the EU
Viktor Orban’s defeat in Hungary’s election removes the EU’s most vocal pro‑Beijing ally. Under Orban, Budapest routinely blocked EU statements on human‑rights abuses, Hong Kong and Taiwan, turning political support into China’s primary leverage in Europe. The incoming prime minister, Peter Magyar, has...
Nordstrom Debt Ratings Outlook Revised to Positive
S&P Global Ratings changed Nordstrom’s credit outlook to positive after the department store exceeded its 2025 operating targets. Same‑store sales grew 5% at the Nordstrom banner and 8.5% at Nordstrom Rack, while the company fully repaid the incremental debt taken...