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May 26 2026 Reflections: Time to Lighten Up Exposures?

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The current economic doldrums have most investors concerned about a potential market downturn. The bottom line concern many economists and consultants have expressed lately is stagflation, the dreaded combination of flat economic growth with inflation that gets higher and higher indefinitely. We may be approaching a time where that concern becomes so widely held that … Read more

Bank Stocks and ETFs in a Rising-Rate Environment

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According to Investopedia, the industry that is best equipped historically to deal with a rising interest-rate environment is banks.  Generally, higher rates have led to wider spreads which in turn have led to higher profits for regional and money center banks. Therefore, we looked through Bank ETFs to see which ones our models found attractive … Read more