New ETF Bets on the Machinery Behind AI Chipmaking

Confluence Investment Management offers various asset allocation products which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every other Monday, along with an accompanying podcast. The artificial intelligence frenzy has arguably become the most important driver of US economic growth and financial…

Even though the days of the “buy anything that moves” mentality among many RPA aggregators have ended, with many shifting to wealth firms, the bloom may be off the rose, as another large firm is speculated to be on the market. The latest rumor that $73 billion World Advisors, formerly Pensionmark, acquired by World Insurance…

China’s July CPI cools to six-month low as producer prices also ease !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}

12:01 AM, 4th September 2026, 43 minutes ago The Renters’ Rights Act has caused unintended consequences, with tenants struggling to find affordable places to live as landlords sell up. The Daily Mail reports a growing imbalance between supply and demand as rents keep rising. Propertymark urges the government to invest in the private rented sector…

Patek Philippe produced this watch in limited quantities from 1950 to 1985. Only 349 were made. Jay-Z’s Patek Philippe 2499 was previously owned by Swedish watch collector and dealer Tony Kavak, who had a yellow-gold band specially made for the piece. As Kavak tells it, the watch wasn’t initially for sale. “The watch is so…

There are large airports, and then there are “mega airports.” The annual JD Power North America Airport Satisfaction Study measured overall passenger satisfaction at US airports across three size categories: medium (4.5 to 9.9 million passengers a year), large (10 to 32.9 million passengers a year), and mega (33 million or more passengers a year)….