Q2 2026 Robotics Earnings Show Physical AI Demand Broadening

I’ve often looked at the robotics movement as a “now-and-later” play, meaning that it’s part of the global industrial complex today, defensive against AI disruption (net winner), and increasingly, not just a cyclical, but a new growth story.  Robotics spending spans manufacturing, energy, mobility, healthcare, agriculture, construction, consumer applications and defense. More capable AI expands […]

Top ETF Launches of Summer 2026

The ETF industry continues its fast pace of innovation, with product development showing no signs of slowing. U.S. ETFs ended July with $15.7 trillion in total assets under management, bringing in $193 billion in net new capital in July alone, according to recent FactSet data. July saw 159 new ETF launches as issuers rolled out […]

A Fundamental Firm Foundation

Earnings continue to set records With nearly 90% of S&P 500 Index companies having reported their second-quarter earnings, the bottom line has surprised by over 29% thus far compared to analyst estimates (see the chart). We highlighted a similar strong trend during the first-quarter reporting season, yet fundamentals continue to outpace expectations, marking this the second quarter […]

Long TIPS Yield 3%. Time to Buy?

In late 2008, TIPS yields rose past 3.0%, a juicy rate that lasted barely a month. By 2010, yields had fallen below 2.0%; by 2011, below 1.0%; and just before inflation exploded and the Fed tightened in 2021, the 5-year TIPS yield fell to -1.76%, and even the 30-year sported a negative yield. As we […]

ETF Prime: Nuclear ETFs & America’s First Domestic Gold ETF

The nuclear energy renaissance and a new approach to precious metals ETFs headlined this week’s ETF Prime. Host Nate Geraci welcomed Steffan Szumowski, nuclear research analyst at VettaFi, followed by Tarek Saab, CEO and co-founder of Texas Precious Metals. Key Takeaways: Nuclear ETFs have attracted nearly $2.5 billion in 2026 inflows — a renaissance that […]