Louis just published a note with our updated Global ETF Power Rankings.

This is always one of my favorite universes to explore, but it’s especially true right now, with participation spreading across international equity...

Risk appetite continues to improve as investors reach further out on the risk curve to take full advantage of this bull run. 

As for market internals, they are as bullish as they’ve been all year.

Small...

One thing we know about markets is that prices tend to trend, while volatility mean reverts.

When volatility is really compressed—in other words, when prices are stuck in a tight range—it often precedes big moves in either direction....

Hope you're enjoying the beginning of Labor Day weekend in the States!

Tomorrow, I’m planning to do exactly what I did last weekend:take a nap by the lake.

Last weekend, I drove down to Lake Manapouri, tucked away in the Deep South of New...

There's a saying in crypto: slowly, then all at once.It’s a phrase that perfectly captures the market’s volatility — long stretches of quiet, then suddenly a rally that takes everyone by surprise. That’s how previous crypto cycles...

While everyone obsesses over the old news around Nvidia’s next earnings report, I’m focused on a new AI story.

The big banks are among the most underrated and ignored AI trades in the market today.

No one is...