The phrase, 'ETF slop,' was the focal point of an episode of the Rational Reminder podcast. It's a long one, but the key point was to question whether newer ETFs actually benefit customers or not. Today, I'd like to add to the discussion.

In this video, we break down two headline-driven market shocks tied to Trump policy pressure—and what they could mean for investors.

As risk appetite cooled, some AI stocks experienced steep pullbacks in 2025. Yet, with investor interest in more niche AI infrastructure once again reemerging, these previously beaten down names are showing early signs of renewed momentum.

What has Wall Street been buzzing about this week? Here is a quick look at the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the trading week of Jan. 12-16, 2026.

At the end of a historic super cycle, it’s either Bubble bursts or Bubble excess that goes to even crazier extremes. Crazier extremes owned 2025 – at home and abroad.

Congrats to Trump for moving Canada and China closer together.

The U.S. dollar mostly consolidated against the G10 currencies last week

Non-fuel import prices rose 0.1% for the month and 0.7% over the last year. It doesn’t look like exporters are eating the tariffs.

The real solution to the affordability crisis and frozen real estate market is to allow interest rates to rise, which will cause home values to fall more in line with incomes.

​​​​​​​The 2025 Q4 earnings season is in full swing, with results from the big banks this week kicking the period into a much higher gear.

AI gives regions and companies a chance to upgrade productivity before competitive disadvantages become locked in.

U.S. equity markets delivered mixed performance last week. Major indices generally held near record levels even as volatility increased and macro and policy risks surfaced.

The weight-loss drug boom didn’t just spark a health revolution—it’s triggering a retail earthquake.

The total return for the S&P 500 Index in 2025 equaled 17.88%, and excluding the Mag 7 stocks, the index’s total return equaled 10.36%.

The average number of jobs added per month over the past year was only 48,000. That’s less than a third of average monthly job growth reported during the previous year.

Alphabet challenges U.S. ruling, seeking to preserve search defaults amid legal and market uncertainty.

Since last April, the total number of jobs in the economy (pending benchmark revisions) has grown by a whopping 93,000.

​​​​​​​The estimated costs of the Fed’s building renovation project have risen from $1.9 billion to $2.5 billion.

Job growth had slowed to a trickle in the last three months of the Trump administration, the strong bounce back from the spring shutdown was over.

Clean energy developer and operator Clearway announced a series of new long-term power purchase agreements with Google, providing the tech giant with nearly 1.2 GW of carbon-free energy to power its data centers