I last reviewed the Fundstrat Granny Shots US Large Cap ETF ( GRNY ) on October 8, 2025, when I rated it a "hold" and expressed my preference to see how its managers react when the factorsThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Chartered Investment Manager designation.Having covered hundreds ...

Core Insights - MLP units have significantly underperformed compared to the S&P 500, with the S&P 500 SPDR ETF (SPY) increasing by 17% including dividends through Thanksgiving [1] Performance Comparison - The S&P 500 SPDR ETF (SPY) has shown a 17% increase year-to-date, while MLP units have lagged behind [1]

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Group 1 - The article suggests that 2026 may see a resurgence in bond investments as some investors shift focus away from AI stocks, which have experienced a bubble [1] - The author emphasizes the importance of listening to market narratives to navigate investment opportunities effectively [2] Group 2 - The author has a long position in SPY, indicating a bullish outlook on this investment vehicle [3] - The article does not provide specific investment recommendations but highlights the author's personal investment strategies and experiences [3]

Group 1 - The overall stock market (SPY) has been debated as being overvalued since the significant recovery from COVID-19, with prior concerns about inflated equity valuations before the pandemic [1] - Roberts Berzins has over a decade of experience in financial management, aiding top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - Berzins has been involved in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - He holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade while residing in Latvia [1] - Berzins actively participates in thought-leadership activities to support the development of pan-Baltic capital markets [1]

Core Insights - The Pacer US Small Cap Cash Cows 100 ETF (CALF) underwent a significant strategy change that is expected to enhance its performance, which is crucial for the ETF that currently manages $3.7 billion in assets [1] Group 1: ETF Performance and Strategy - The recent strategy change for CALF is anticipated to provide a solid boost for the ETF, which has been struggling [1] - The Sunday Investor, who reviewed CALF, has a strong analytical background and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] Group 2: Analyst Background - The Sunday Investor has received a Certificate of Advanced Investment Advice and has completed the educational requirements for the Chartered Investment Manager designation [1] - The analysis includes individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, which contribute to a composite score from 1-10 [1]

Core Viewpoint - The concept of "Correlation Nation" highlights the interconnectedness of various investments, which is a critical consideration for all investors regardless of their investment horizon [1]. Group 1 - The founder of Sungarden Investment Publishing emphasizes a non-traditional approach to income investing, focusing on humility and discipline within the modern investment climate [2]. - The investment group aims to help members understand market narratives and make informed investment decisions based on those insights [2]. Group 2 - The analyst has a beneficial long position in SPY, indicating a strategic investment in this particular stock or related derivatives [3]. - The article expresses personal opinions and does not represent any business relationship with companies mentioned, ensuring an independent perspective [3].

Core Insights - The Sunday Investor specializes in U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] Group 1: ETF Rankings System - The ETF Rankings system assigns individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - The composite score for ETFs ranges from 1 to 10, making it easy for investors to understand [1] Group 2: Analyst Background - The Sunday Investor has a strong analytical background and holds a Certificate of Advanced Investment Advice from the Canadian Securities Institute [1] - The analyst has completed all educational requirements for the Chartered Investment Manager designation [1] Group 3: Engagement and Communication - The Sunday Investor is active in the comments section of articles and encourages readers to engage through comments or by visiting the website [1]

Group 1 - Trapping Value is a team of analysts with over 40 years of combined experience focused on generating options income and capital preservation [1] - The Conservative Income Portfolio investing group, in partnership with Preferred Stock Trader, features two income-generating portfolios and a bond ladder [1] - The Covered Calls Portfolio aims to provide lower volatility income investing with an emphasis on capital preservation [1] - The fixed income portfolio targets securities with high income potential and significant undervaluation compared to peers [1]

What are the charts telling us could be ahead. Joining me now is Katie Stockton. She is Fair Lead Strategies founder and managing partner and a CNBC contributor.Katie, we just heard from Mike Sani about how maybe things aren't that rough uh with the charts. What What are they telling you directionally about what's doing well and maybe what's stalling out. >> You know, this week has been somewhat tough for the charts in my work.We have now new intermediate term overbought downturns with the pullbacks that we ...