The weekly shortlist for advisors who want the signal first.

Municipal bonds are facing more policy noise in 2025, but the core market backdrop still looks resilient.

Talk of changes to tax exemption and pressure on universities and hospitals has added uncertainty, yet a full loss of muni tax status appears unlikely...

When a small group of stocks drives most of an index’s gains, market leadership can become fragile.

That kind of concentration often reflects strong momentum, but it can also leave investors exposed if sentiment shifts or earnings disappoint.

The AI theme remains intact, but investors are starting to look beyond the earliest winners, which could open up a wider set of opportunities across sectors and market caps.

At the same time, peaks in oil prices, inflation expectations, and interest rates...

Kevin Warsh’s first Fed meeting signaled continuity on rates, but a more active review of how the central bank operates.

Markets may be reading his firm emphasis on the 2% inflation target as slightly more hawkish, which raises the chance of higher...

Value stocks appear to be gaining traction after years of lagging growth, and the recent rebound is being supported by stronger earnings, higher rates, and selective strength in sectors tied to defense, industrial demand, and AI infrastructure.

Even after the rally, valuations...