VanEck’s RTH ETF remains resilient amid retail sector shifts by focusing on adaptable, high-performing companies like Amazon, Walmart, and Costco, while limiting exposure to underperformers. Key Takeaways: RTH continues to provide diversified retail exposure to leading retailers. The ETF emphasizes adaptable leaders like Amazon, Walmart, and...

Key Takeaways In its latest quarter, Casey’s delivered standout results, including 19% EPS growth and robust same-store sales, by quietly deploying AI to optimize operations across food, fuel and labor. While traditional QSRs chase flashy tech, Casey’s leverages behind-the-scenes algorithms to drive personalized promotions, efficient...

Anyone watch Tulsa King? The show just started its third season. I’ve been rewatching the first two seasons to make sure I’m up to speed. It follows the story of an exiled New York mafia capo played by Sylvester Stallone. Essentially, after serving...

Investors seeking international exposure may want to target companies using a discerning strategy as opposed to simply tracking an all-encompassing index. They can achieve this with the flexibility of an active ETF wrapper with the Fidelity Enhanced International ETF (FENI). FENI draws its holdings...

The yield on the 10-year note ended October 3, 2025 at 4.13%. Meanwhile the 2-year note ended at 3.58% and the 30-year note ended at 4.71%. The chart below overlays the daily performance of several Treasury bonds, starting from the pre-recession equity market peaks,...

By Christopher Gannatti, CFA, Global Head of Research; and Samuel Rines, Macro Strategist, Model Portfolios Key Takeaways Nvidia’s $5 billion investment in Intel, following Washington’s equity stake, marks a seismic shift from subsidies to equity-based industrial policy aimed at de-risking strategic chokepoints in semiconductors. With both...