What’s Hiding Beneath the Market’s Headline Returns?

Published on July 7, 2026

The S&P 500’s recent advance is masking a more dynamic story for US equity investors. Market winners remain confined to a tight clique of AI-related technology stocks, yet more companies are showing attractive fundamentals. For active equity investors, we believe this points to a more diversified and differentiated opportunity set ahead.

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250 Years In, and the Case for America Has Never Been Stronger

July 7, 2026
Close to 40 years ago, I moved from Canada to the U.S. after acquiring a controlling interest in U.S. Global Investors. I’ve built my entire life and career here, and in all that time, I’ve never stopped marveling at my adopted country.

Clients Nearing Retirement? Try This New Flavor of Income ETFs

July 7, 2026
Right now, advisors are facing a massive generation of clients trying to navigate retirement. That’s challenging enough, but with inflation and the cost of living rising, assuaging those clients’ concerns and delivering for them has become much trickier. Income ETFs can help meet those clients’ goals, with new, daily covered call ETFs an appealing option.