Free CE Credit: Beyond Bonds, the 4% Rule, and Covered Call ETFs (Apr 30)
Tuttle Capital Management, a $4 billion‑AUM ETF issuer, is hosting a free continuing‑education webinar on April 30, 2026 to challenge the traditional retirement‑income playbook of bonds, dividend stocks, and covered‑call ETFs. The panel will explain why the classic 4 % withdrawal rule no longer holds, how bonds are exposing retirees to duration and credit risks, and why covered‑call ETFs limit upside potential. Attendees will also learn institutional‑grade options tactics—put credit spreads and zero‑day‑to‑expiration (0DTE) strategies—through Tuttle’s proprietary H.E.A.T. framework. The session targets financial advisors seeking modern, income‑focused solutions for their clients.
The Credit-Equity Divergence: What 285 Basis Points Is Telling You That 7,000 Isn't
The ICE BofA US High‑Yield Master II option‑adjusted spread fell to 285 basis points on April 21, a level last seen in June 2007 before the Great Financial Crisis. At the same time, the S&P 500 surged past the 7,000 mark, closing the week at...
Here's What This Week's Signal Table Looks Like
The firm releases a weekly signal dashboard to paid subscribers, featuring four intermarket ratios—Lumber/Gold, Copper/Gold, High Yield/Treasuries, and Utilities/S&P 500—each evaluated over a 13‑week trend. Each ratio receives a directional reading that feeds into a composite signal indicating overall market risk...
REMINDER: Private Credit: What They're Not Telling You (Free Webinar — TODAY 11AM ET)
A free 25‑minute webinar at 11 AM ET today will dissect the hidden risks in private credit, a market that has drawn trillions by promising high yields with low volatility. Industry voices from SYKON, Unicus Research and The Lead‑Lag Report will...
Green Lights, One Yellow
The S&P 500 surged 4.5% this week, closing at 7,126.05 – its highest level since January – driven by strong Q1 earnings and optimism around the U.S.-Iran ceasefire. Three of the four proprietary signals (Beta Rotation, Treasury Rotation, and the...
Private Credit Under Fire: Risks, Realities & the BDC Buying Opportunity
A webinar titled “Private Credit Under Fire: Risks, Realities & the BDC Buying Opportunity” will be held on April 24, 2026, to dissect the gap between negative headlines about private‑credit defaults and the sector’s solid fundamentals. Panelists from White Wolf...
The Strait Is Open. The Crisis Isn’t.
U.S. equity indexes surged to fresh highs on Friday, with the S&P 500 closing at a record 7,126.06 and the Nasdaq extending its winning streak to 13 straight sessions. The rally was sparked by Iran’s foreign minister declaring the Strait of...
Record Highs, Record Earnings, and a Strait That May or May Not Be Open
U.S. equity markets surged to new highs, with the S&P 500 closing above 7,100 and the Nasdaq posting an 11‑day winning streak, its longest since 1992. Major banks delivered record earnings: JPMorgan posted $5.94 EPS on $50.5 billion revenue, Goldman Sachs...
The Cost of Missing One Signal
In September 2025 three of the four primary intermarket signals turned risk‑off, and the Lumber/Gold ratio had already signaled a slowdown. Paid subscribers received the signal in real time, allowing them to shift into defensive assets before the broader market reacted....
This Could Be the “Netscape Moment” For the Space Economy
The upcoming SpaceX IPO is being framed as a modern‑day Netscape moment, potentially unlocking trillions of dollars for the broader space economy. While the listing itself will draw massive institutional attention, analysts argue the real upside lies in the spillover...
PIMCO Puts Its Best Credit Manager in a CEF. The 11.6% Yield Comes With a Clock.
PIMCO’s Dynamic Income Opportunities Fund (PDO) trades at a modest 3.1% premium and delivers an annualized 11.6% distribution yield, supported by roughly 35% effective leverage. The closed‑end fund, launched in 2021, is managed by PIMCO’s top credit team, including Dan...
What 10,000 Paying Subscribers Already Know
Michael’s newsletter has attracted over 10,000 monthly paying subscribers, many of whom are financial advisors, portfolio managers, and institutional allocators. The paid version delivers a proprietary intermarket signal framework, including a weekly dashboard of four ratios, sector rotation analysis, a...
The Signal that Called the September Rotation
The article spotlights the September breakdown of the Lumber/Gold ratio as a leading signal that foreshadowed a broader equity roll‑over. This inter‑market indicator, tracked for over two decades, has consistently signaled shifts in growth expectations before mainstream gauges like the...
A Market Divided
The intermarket framework is now evenly split, with two signals reading Risk‑Off and two reading Risk‑On, marking a shift from last week’s defensive bias. The Beta Rotation signal remains Risk‑Off for a sixth straight week as utilities outpace the S&P...
The Bounce, the Barrel, and the Bet Nobody Wants to Make
The S&P 500 jumped 3.4% last week, its strongest gain since May, while the Nasdaq rose 4.4% and the Dow nearly 3%. The rally unfolded alongside a 12% weekly surge in WTI crude, which closed near $112 per barrel after...