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The Spotlight Newsletter

The Spotlight provides insights into economic and market events related to thematic investment opportunities.

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a pie, except the filling is dollar bills

Equal Weighted NASDAQ-100 Index: What if the Tech Rally Broadens Out?

QQQE
Jul 26, 2023
woman sitting at a desk with her laptop, facing a large window with a view of trees and hills

Work From Home: Here to Stay

WFH
Jul 12, 2023
man standing on the sidewalk and looking at his phone as cars go by

What Lies Ahead For The Current Tech Rally?

QQQE
Jul 10, 2023
gold bull and bear on a weighing scale

Is Equal Weighting the Next Growth Strategy?

QQQE
Jan 27, 2023
sign saying 'please repair divots'

From Pivot to Divot

Nov 16, 2022
child eating from a bowl

Are You Full?

Oct 24, 2022
a gold coin broken by a candlestick chart

The Gift of Time

Sep 22, 2022
an open road through a desert with a 'yield' sign

Yielding to the Yield Curve

Sep 06, 2022
iceberg with 'inflation' flag on top

From “Buy the Dip” to “Wait and See”

Jul 27, 2022
man in a corn field throwing corn in the air

Mean Markets? Commodities May Be a Nice Alternative.

COM
Jun 10, 2022
an upward trending arrow made of bread

Come On, Commodities

COM
Apr 22, 2022

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