NTHM ETF Rotates Into Midstream Energy & GLP-1 Healthcare

Munis were weaker on Friday, as U.S. Treasuries cheapened and equities ended lower in the wake of Federal Reserve Chair Kevin Warsh’s speech. Processing Content Muni yields rose by up to three basis points, depending on the scale. UST yields cheapened by two to 12 basis points, with the biggest losses at the short end…

There could be pressure on Nvidia , given the self-imposed slowdown of the artificial intelligence data center buildout that Sam Altman from OpenAI, Elon Musk from xAI, and Dario Amodei from Anthropic have raised. Dario’s posting over the weekend — headlined as “We Must Pace the Frontier” — is self-evident and extremely self-serving. David Sacks,…

Key insight: Banks and credit unions filed about 3% of the suspected human smuggling reports Fincen counted but accounted for about 61% of the suspicious dollars. What’s at stake: The typologies Fincen describes are ordinary retail banking activity, including funnel accounts, structured cash withdrawals and border ATM traffic, which puts them inside the monitoring perimeter…

This earnings season, the metric advisors say they are watching most closely is revenue growth tied to AI products and services, cited by 42 percent.   Corporate guidance followed at 21 percent, capital expenditure at 18 percent and profit margins at 17 percent.  Chris Pepper, vice-president of corporate affairs at Fidelity, said AI had been…

The first real estate deal is often the hardest. Like many rookie investors, today’s guest had always wanted to invest in real estate but didn’t have a ton of money to buy an investment property. But by getting creative, DIY’ing renovations, and forming strategic partnerships, he’s been able to not only get in the game…