The Strategas Macro Thematic Opportunities ETF is an actively managed fund with a strategy mixing from three to five macro themes in a portfolio focused on U.S. stocks. As of June 2025, SAMT combined ...
BHP maintains strong fundamentals and strategic discipline, leveraging a diversified commodity mix and robust financials for long-term growth. Recent updates highlight steady production guidance, ...
Three veterans of the Big Short era are again lining up behind the same macro thesis, and this time they are looking out to 2026. I see their shared conviction around a debasement trade, centered on ...