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Trump Media’s Finance Pivot Now Includes an Investment Fund

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Trump Media & Technology Group Corp. is creating a new fund to invest in “America First” companies, a move that could further co-mingle the business and policy interests of President Donald Trump.

Robinhood’s Crypto-Powered Rally Takes a Breather as Analysts Say Gains Priced In

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Robinhood Markets Inc. shares are heading for their worst week since August as they pull back from the crypto-fueled surge that followed the election of President Donald Trump.

Banks Pull Debt Deals as Investors Push Back on Aggressive Terms

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Banks have pulled a handful of US leveraged loans from the market this month, as investors are pushing back on aggressive pricing and credits with less favorable ratings, even though demand is outweighing the overall supply of deals.

TikTok Owner ByteDance Is Tech Darling Again With $400 Billion-Plus Valuation

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At least three of Bytedance Ltd.’s major investors have marked up the TikTok-owner’s valuation to more than $400 billion, a sharp rebound for a Chinese social video leader that has been threatened with a US shutdown.

Is the Endowment Model Dead?

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For two years in a row now, the smallest endowments have significantly outperformed their much larger peers. This is causing some to question if the typical endowment model is still working.

Of Stocks and Bonds

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Long maturity treasuries can provide downside protection to offset equity risk, in our view.

S&P 500 Snapshot: Worst Day of 2025

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The S&P 500 notched two new record highs but also logged its worst day of the year—all in the same week. The index is now 2.13% below its record close from February 19th, 2025 and is up 2.46% year to date.

Treasury Yields Snapshot: February 21, 2025

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The yield on the 10-year note ended February 21, 2025 at 4.42%, its lowest level since mid-December. Meanwhile, the 2-year note ended at 4.19% and the 30-year note ended at 4.67%.

US Existing-Home Sales Drop Back Again With Mortgage Rates at 7%

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Sales of existing US homes fell last month for the first time since September, as the combination of high mortgage rates and prices sets a grim backdrop heading into the crucial spring selling season.

Consumer Sentiment Plummets to 15-Month Low Amid Tariff, Inflation Worries

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Consumer sentiment plummeted to its lowest level since November 2023 this month, according to the final report for the Michigan Consumer Sentiment Index. The index dropped 6.4 points (-9.0%) to 64.7, marking the largest monthly decline since May and falling short of the 67.3 forecast. Sentiment is now down 15.9% from a year ago, the steepest annual decline since late 2022.

Existing Home Sales Retreat 4.9% in January

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Existing home sales started the year with their first decline in four months. According to the National Association of Realtors (NAR), existing home sales retreated 4.9% from December, reaching a seasonally adjusted annual rate of 4.08 million units in January.

Alibaba’s Jumbo Convertible Bond Tops Peers With 38% Gain in ‘25

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Alibaba Group Holding Ltd. is turning out to be a great investment this year: Not only its shares have jumped more than 60%, its convertible bonds are also up big time.

Booming European Stock Market Leaves Strategists in the Dust

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The European stock market’s rally to record highs has caught many strategists by surprise, leaving them racing to catch up and cautious on further gains.

Wall Street Is Selling ETFs That Mimic the Private Equity Boom

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Wall Street is still awaiting regulatory approval for the first full-blown private-asset ETFs, but for now opportunistic issuers are continuing to churn out products that claim to replicate the booming asset class — and stretching the definition of “liquid private equity.”

Wall Street Pushes Back on Tough Margin Rule for Zero-Day Options

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Wall Street brokers and dealers are pushing back on a new margin rule that the world’s largest derivatives-clearing house has proposed to address the risk from the boom in zero-day options even after some revisions.

A New Transatlantic Trade War Looms

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Europe has real risks and real bargaining tools in a trade confrontation.

Solving the Income Investor Dilemma

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My friends like to make fun of me by taunting that I don’t like to commit to things. I’m constantly trying new hobbies. I don’t like to make plans too far in advance because something more exciting might pop up. I don’t even like to renew my car tags for more than one year.

Global Equity Team Outlook 2025: Has U.S. Exceptionalism Peaked?

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Global equities ended 2024 on a strong note, driven by the continued dominance of U.S. equities, which were propelled even higher by the reelection of President Donald Trump.

Where to Look When Equities Are Priced for Exceptionalism

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Lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification.

What’s Your Organization’s Investment Succession Plan?

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At some point in time, the top brass that manage your organization’s investments will no longer be with the organization, whether that’s through retirement, a job change, or a change in personal circumstances. Then what?

In a Bright Year for Gold, NBCM Captures Gains

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Rising inflation, the potential added pressure from tariffs, and ongoing volatility create a strong backdrop for gold appreciation this year.

Road to Exchange: Jeff Concepcion

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VettaFi Senior Industry Analyst Kirsten Chang interviewed legendary advisor Jeff Concepcion for the latest installment of Road to Exchange.

Zillow Home Value Index: "Real" Home Values Falls to Lowest Level Since 2021

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In January, nominal home values rose for the 22nd consecutive month, reaching a new all-time high, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values declined for the ninth straight month, hitting their lowest level since May 2021.

Record US LNG Exports May Give Relief to Buyers in Europe, Asia

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US liquefied natural gas exports have extended a record-breaking run as new projects increased production, a trend that could help to ease high prices in Europe and Asia.

Philly Fed Manufacturing Index: Activity Continued to Expand in February

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The latest Philadelphia Fed manufacturing index showed continued expansion though activity declined. In February, the index fell to 18.1 from 44.3 in January, the largest monthly drop since 2020. The latest reading was lower than the forecast of 19.4.

Unemployment Claims Up 5K, Higher Than Expected

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In the week ending February 15th, initial jobless claims were at a seasonally adjusted level of 219,000. This represents an increase of 5,000 from the previous week's figure. The latest reading was higher than the 214,000 forecast.

Meta Platforms’ Record Winning Streak Puts Stock Split in View

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Meta Platforms Inc.’s recent record-breaking, 20-day rally propelled the share price to a level where investors may start calling on the company to split its stock for the first time since going public in 2013.

Bessent Says US ‘Long Way’ From Boosting Longer-Term Debt Sales

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Treasury Secretary Scott Bessent said that any move to boost the share of longer-term Treasuries in government debt issuance is some ways off, given current hurdles that include elevated inflation and the Federal Reserve’s quantitative tightening program.

Walmart Profit Forecast Falls Short on Slowing Growth

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Walmart Inc. forecast lower-than-expected profit for the full year, suggesting that the uncertain economic environment is hitting even the world’s largest retailer.

Stagflation Is Poised for a Comeback

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Might this be the year that stagflation returns to the US? It has been half a century: The last time the US economy had both excessively high inflation and unduly high unemployment was in the mid-1970s, with inflation rates reaching 12.2% in 1974 and unemployment at 8.5% in 1975.

Systematic Equity Outlook: Trading Policy Uncertainty

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The second Trump presidency marks a new regime for government policy, with a range of potential macroeconomic and market implications.

The Impact Of Tariffs Is Not As Bearish As Predicted

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There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes.

GMO 7-Year Asset Class Forecast: January 2025

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GMO has posted a new 7-Year Asset Class Forecast.

Coming in Hot

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Following the relatively solid January Employment Situation report, the market’s undivided attention, at least economic data-wise, then turned to the latest CPI reading. Indeed, with the jobs aspect of the Fed’s dual mandate clearly showing no urgency to cut rates further at this time, the question then turned to the inflation portion of the policy maker’s mission.

Navigating a Foggy Cycle with Value

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It has been some time since the financial markets were in a position similar to where they are today.

Noah’s Stock Market

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We believe that we must build a common stock portfolio which will float when the multiyear bear market creates a waterfall of selling among magnificent growth stocks and passive S&P 500 Index owners.

Five Estate Planning Ideas for 2025

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Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.

Public vs. Private Credit: Finding Their Lanes in 2025

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Private credit has been one of the most talked-about segments in fixed income markets over the last few years.

Looking for Resiliency in Q4 Retail Results

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Recent data, early results, and a relatively firm economy point toward possible improvement in Q4 retail earnings as Walmart, Target, and other big-box stores prepare to report.

The Return of Steel and Aluminum Tariffs

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U.S. dependence on metal imports could prove costly.

Uncertainty Surrounding Tariffs Opens Opportunity for Bonds

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There's plenty of uncertainty due to the threat of tariffs, but to counter volatility, market experts are recommending bonds.

Meet an Advisor: Suzanne Highet

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Evan Harp sat down with Core Planning's Suzanne Highet to discuss how investors can end up with exposures that don't make sense for them.

Stop Being 1 of Many

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The number one question we hear from advisors is: “How can I differentiate my business so I stand out from others, given that the industry continues to become commoditized."

Gasoline Prices Hit 4-Month High

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Gas prices hit their highest level in four months this week. As of February 17th, the price of regular and premium gas were up 2 and 4 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $71.83, down 0.7% from last week.

Building Permits Inch Up 0.1% in January

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In the latest report by the Census Bureau, building permits inched up to a seasonally adjusted annual rate of 1.483 million in January. This marks a 0.1% increase from December and a 1.7% decline compared to one year ago.

Housing Starts Tumble 9.8% in January

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In the latest report by the Census Bureau, housing starts tumbled to a seasonally adjusted annual rate of 1.366 million in January This marks a 9.8% decrease from December, the largest monthly decline in ten months, and a 0.7% decline compared to one year ago.

Cryptocurrencies: Bitcoin Inches Down to 5-Week Low

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Bitcoin's closing price edged lower, settling just above $95,500—its lowest level in over five weeks. BTC remains up ~1% year to date but is now ~10% below its record high. Here are the latest charts on three of the largest cryptocurrencies by market share through 2/18/25.

Know What You Own

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“Know what you own” is one of the many phrases we use to help describe and define fixed income, the components of bonds, and the characteristics that affect an investor.

Wall Street’s Utility Players Are Now Profit Machines

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If I were to ask investors to name the best businesses in America, I suspect many would point to the Magnificent Seven, and understandably so.

Nvidia Revival Aided by Musk Marks End of Great DeepSeek Panic

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The Great DeepSeek Panic of January 2025 is officially over.