Set sail with maritime historian Sal Mercogliano as we dive deep into the enduring mystery of the Edmund Fitzgerald, a legendary ship lost on the Great Lakes 50 years ago this week. From chilling tales of mariners’ lives and the critical role of iron ore trade, to the evolving challenges facing commercial shipping, this episode […]
Category: Market Commentary
04
Nov
2025
Markets Start Q4 Strong: Stocks Lead October Gains
October 2025 kicked off the fourth quarter with solid momentum across most asset classes. U.S. Stocks advanced+2.38% and World Stocks rose+2.06%. These gains pushed year-to-date returns to impressive levels, with U.S. Stocks up +17.38% and World Stocks leading all assets at +29.01%. Managed Futures posted their third consecutive monthly gain, rising +1.47% as they continued […]
02
Sep
2025
World stocks lead august surge: broad-based rally lifts most assets
August 2025 delivered strong performance across most asset classes, led by World Stocks with an impressive +4.12% gain. U.S. Stocks followed with a solid +2.05% return, while U.S. Real Estate posted a strong +2.91% gain for the month. Hedge Funds continued their positive momentum with a +1.51% return in August. Bonds also participated in the […]
21
Aug
2025
Common Diversification Misconceptions
“Diversification Limits Returns” Some investors believe that spreading investments across various assets, a practice known as diversification, necessarily reduces potential returns. Let’s examine this belief. Reality: The core purpose of diversification is not to maximize returns but to manage risk. [1][2] However, by mitigating losses during downturns, a diversified portfolio can achieve more consistent growth […]
05
Aug
2025
Commodities Extend Rally as World Stocks Retreat in July
July 2025 presented a mixed picture across asset classes, with Commodities leading the charge for the second consecutive month with a +3.45% gain. U.S. Stocks continued their momentum with a solid +2.30% return, while World Stocks pulled back -1.12% after their strong June performance. The commodity surge pushed this asset class to +4.73% year-to-date, representing […]
16
Jul
2025
Did PTJ just run an ad for the new ReturnStacked Stocks+Gold+Bitcoin ETF?
When PTJ talks, people listen: It sure seems like world renowned investor Paul Tudor Jones (PTJ) was pitching the exact product the smart folks over at ReturnStacked ETFs launched. PTJ is known for calling the 1987 market crash, and generally having big opinions on big market moves over the years. He was mostly right (gold […]
08
Jul
2025
Markets Stay Hot: US Stocks Extend Rally in June
June 2025 maintained the market momentum as U.S. Stocks delivered another strong month with a +5.14% gain, while World Stocks rose +3.90%. This continued strength has pushed U.S. Stocks’ year-to-date return to +6.05%, while World Stocks extended their impressive lead with an +18.49% return for the year. Commodities rebounded significantly with a +4.11% gain in […]
06
May
2025
April’s Shake-Up: Commodities Crash, Managed Futures Follow
April 2025 brought some serious turbulence to the asset class scoreboard, with Commodities and Managed Futures leading on the downside. Commodities plunged -8.87%, turning sharply from March’s solid +2.61% gain. But the bigger story may be Managed Futures, which fell -4.47% in April—its third consecutive monthly loss after posting -0.39% in March and -2.36% in […]
05
Mar
2025
Asset Class Scoreboard: February 2025
February 2025 brought a shake-up to the asset class scoreboard, with Managed Futures taking a hit, dropping -2.36% after a modest +0.47% gain in January. On the brighter side, U.S. Real Estate surged +3.79%, leading the pack for the month and building on its +1.62% gain in January. World Stocks and Bonds also delivered strong […]
05
Feb
2025
Asset Class Scoreboard: Jan 2025
As the new year dawned, investors mindsets must have been in a happier place, with January showing positive numbers across the asset class spectrum. Equity markets, both domestic and global, displayed a renewed sense of optimism, with U.S. stocks advancing +2.69% and world stocks doing something they haven’t done in quite some time – bettering […]
