Despite sharp price declines across asset classes, Bitcoin has demonstrated relative resilience over the past week. Since the onset of the recent stress period, Bitcoin is up 10.7%, while the Stoxx 600 has fallen 7.7% and gold has declined 9.8%. In isolation, recent...

Escalating Middle East tensions, tightening supply and rising AI-driven demand may be shifting oil markets from temporary risk premiums to sustained structural disruption. Key Takeaways: This may be more than a temporary oil shock. Geopolitical escalation in Iran intersects with constrained structural supply, raising the probability...

The fund landscape and the entire investing ecosystem just shifted, with Dimensional Fund Advisors officially listing the Dimensional US Micro Cap ETF (DFMC) today. On its surface, the launch of a new micro-cap fund may serve as a point of interest regarding market-cap...

The current economic landscape is often defined by its loudest headlines: geopolitical strife, shifting central bank leadership, and the ghosts of sticky inflation. However, the challenge for disciplined investors lies in peering through this noise to discern the structural engines driving the U.S....

Investing in international equities presents unique challenges across markets. This is where a flexible metric that can span international borders can be beneficial — free cash flow (FCF). Global de-dollarization trends and a weakening dollar have renewed interest in international investing. U.S. equities. This...

Can materials stocks build on their strong momentum this year, following some positive signs in 2025? The wide universe of materials stocks offers exposure to areas ranging from gold to the A.I. tech megatrend. From copper and gold to chemicals and construction materials,...