Dual-Class ETFs, Mutual Funds Could Reshape 401(k) Landscape

Published on July 20, 2026

A recent SEC ruling on dual-class share structures may allow ETFs to overcome operational hurdles that have kept them out of retirement plans for decades.

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Why Retail Traders Consistently Underperform Over Time

July 20, 2026
Decades of data across global markets reach the same verdict: the more frequently retail traders trade, the worse they perform. The infrastructure has never been more inviting. The losses have never been more documented. Here are some key statistics we will dive into further.

Inflation Conundrums

July 20, 2026
Last week I noted the problems of sitting down with a blank screen and trying to figure out what to write. This week I have the opposite problem: I have well over 20 important research notes from various authorities about inflation, Federal Reserve policy, and interest rates. The challenge will be to summarize the most important points.