58% Beat the S&P in Q1—Active Stock Pickers Just Had Their Best Run Since Obama’s First Term
The Scoreboard Speaks Preliminary eVestment data show 58% of large-cap core mutual funds outperformed the S&P 500 in the first…
Day: December 5, 2025
7 bps Surprise Tax: New SEC Rule Quietly Raises Your Mid-Cap Fund Cost Overnight
The Rule That Landed at 2 a.m. Most investors slept through it. At 2:14 a.m. ET on 3 June 2025…
Mag-7 Bloodbath = Equal-Weight Bonanza: 640 bps Alpha in 31 Days
The Quiet Data Point That Screamed First On 11 March the seven largest S&P 500 constituents—Apple, Microsoft, Alphabet, Amazon, Nvidia,…
Wall Street’s 0.02% ETF Reveal: The Hidden Revenue Play Every Investor Missed
The Fee That Wasn’t a Fee On 3 May the SEC’s new “spread-fee” footnote became mandatory inside every ETF prospectus.…
AI Cash Geyser: Microsoft & Broadcom Hike 12 %—Funded Purely by Cloud Gold
The Quiet Dividend That Screamed Microsoft lifted its quarterly payout 12 % after Wednesday’s close; Broadcom followed within minutes. No…
Bond-Proxy Reboot: Consumer Staples Now Offer Both Shelter & Upside as Yields Fall
The Yield Drop That Wasn’t Supposed to Matter Two-year Treasuries have shed 82 bp since the October CPI miss, dragging…
Drought = Dollars: Farmland Prices Surge, REITs Print Record NAVs While S&P Crawls
From the cracked topsoil of Kansas to the glass-walled boardrooms of Boston, the same variable is rewriting price tags: water,…
1.35% Fee, No K-1, 8.4% Payout: BCRED Opens the Gates to Mom & Pop Private Debt
Retail finally gets a ticket to the illiquid credit carnival—at a moment when carbon-intensity screens are rewriting the pricing grid…