Our ETFs

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ETF Model Portfolios

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Your Wealth Comes First Podcast

Going to be participating in the Market Minds Summit on 9/25 at 2:45PM EST. I still think I have some complimentary tickets left so hit me up if you want one.

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marketmindssummit.com 

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Woke Companies

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We just launched an ETF on this theme, ESGX.....

The Perils Of Corporate Political Engagement-Forbes

A recent report by Gallup and Bentley University on business and society adds substance to the concerns about companies expressing political opinions. The report, based on a Gallup Panel web survey of 5,835 US adults conducted in early May of this year, found that the number of Americans who say that businesses should take a public stance on current events is down ten percentage points to 38%, from 48% two years ago.

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ESG

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What's wrong with corporate profits?

'This Is All For Corporate Profits': Rashida Tlaib Sounds Off On GOP-Backed Anti-ESG Investing Bill-Forbes

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The Backlash Didn’t Kill Green Investing. In Fact, It’s Booming.-Barron's

There’s one problem: The story bears little resemblance to the truth. Far from being dead, responsible investing is not even dented, despite the noise. Morgan Stanley data shows that, in 2023, sustainable funds continued to outperform their peers. The market grew 15% last year, reaching a high of $3.4 trillion. Over 50% of investors plan to boost sustainable investments in 2024, and when asked if they are interested in this as an investment strategy, 77% give a resounding yes.

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Glencore's Coal Decision Underscores the Difficulties With ESG-Real Clear Markets

Glencore’s recent decision, after consulting shareholders, to retain its coal assets is the latest evidence that uncompromising and counterproductive ESG attacks on fossil fuels are peaking and that shareholders and corporate managers can support realistic and economically sound decarbonization and energy transition strategies.

Market

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Overnight China announced a stimulus package that has Chinese stocks ramping and is probably why futures are in the green. From Jefferies......

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However, we do not think that it's a bazooka that would fundamentally change our outlook for China yet. More targeted measures supporting property and infrastructure would be required for a shift in our views. It is likely that more policy announcements are coming over the coming weeks which could help the China (and by extension German) outlook.

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Central banks being accommodative is good for risk assets, and there's not much riskier than Bitcoin. MicroStrategy continued it's bounce off the 200 day and it looks like it wants to test the August highs. Assets in MSTU more than doubled yesterday, we thought we would see demand, but not this fast.

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Bitcoin has also bounced nicely, would like to see it break above the 200 day. Seeing flows and nice volume in BTCL yesterday as well.

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As long as the central banks play ball, risk assets are the place to be.

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Was hoping for a dip buy in the natural gas names I talked about yesterday, no such luck. I had the AI power trade to myself for a while, not anymore.

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Thinking there could be fertile ground still in copper, which AI also needs. FCX looks to be in a great spot here.

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I also bought the dip in an AI infrastructure name yesterday, CRH PLC (CRH). Not much of a dip, but now that these are on everyone's radar this may be all you get.

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Nuclear continues to be hot, and everyone is picking up on it....

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If there’s a nuclear renaissance, here are the stocks to watch, says UBS-MarketWatch

Some symbols in the article that weren't on my radar screen, or at least not that high up the list...

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EMR

FLS

FLR

PEG

CR

EQNR

SHEL

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