Core Viewpoint - Joe Calhoun has extensive experience in the financial services industry, having worked in various roles since 1992, and founded Alhambra Investment Management to cater to individual investors' needs [1] Group 1: Professional Background - Joe Calhoun has held multiple positions including Operations Manager, Compliance Manager, Registered Representative, and Portfolio Manager [1] - He served as Director of Investments at Oppenheimer & Co. from 1997 to 2006 before founding Alhambra Investment Management [1] - Calhoun has obtained several securities licenses including Series 63 and 65, and has passed Series 7 and Series 9/10 exams [1] Group 2: Military Service - Joe Calhoun served in the U.S. Navy's nuclear submarine service for 8 years from 1983 to 1990 [1] - He received several commendations, including the Navy Achievement Medal in 1987 [1] Group 3: Education and Media Presence - He studied engineering at the University of South Carolina and graduated from the U.S. Navy's Nuclear Propulsion School [1] - Calhoun's market commentaries are widely published and he has appeared on CNBC and various radio programs [1] - He is also an editor for RealClearMarkets.com [1]

Core Points - The company has concluded a Strategic Review and issued a Circular regarding an amended investment policy [1] - The Circular has been submitted to the Financial Conduct Authority's Electronic Submission System for public inspection [1] Company Information - The Circular is available for inspection at the Financial Conduct Authority's website [1] - For further inquiries, contact details for Rachel Peat at Octopus Company Secretarial Services Limited are provided [1]

Group 1 - The focus of iREIT+HOYA Capital is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The recent market rally has led to total returns, but there is a concern about unrealized capital gains potentially disappearing as the market approaches bubble territory [2] - Dividends are emphasized as a reliable source of income that cannot be taken back, contrasting with the volatility of capital gains [2] Group 2 - The article highlights the importance of defensive stocks for medium- to long-term investment strategies [2]

Group 1 - The article promotes a portfolio strategy that generates income without the need for selling assets, aiming to simplify retirement investing [1] - It emphasizes the importance of community and education in investing, suggesting that individuals should not invest alone [2] - The service offers features such as model portfolios, buy/sell alerts, and regular market updates to assist investors [2] Group 2 - The article mentions that past performance does not guarantee future results, indicating a focus on monitoring investment positions [4][5] - It highlights the role of contributors and analysts in providing insights and recommendations, although these may not reflect the views of the entire platform [4][5]

Core Insights - Admiral Markets AS is divesting its wholly owned subsidiary, Admiral Markets AS (Jordan) Ltd, as part of its strategy to refine its geographic footprint and align operations with long-term priorities [1] - The transaction is expected to be finalized in the fourth quarter of 2025 and is subject to standard closing conditions [2] - The sale is anticipated to contribute to net profit, simplify the Group's structure, and reinforce its strategic focus on markets with strong growth prospects and operational efficiency [2]

Core Insights - The CEF/ETF Income Laboratory focuses on managing closed-end fund (CEF) and exchange-traded fund (ETF) portfolios that target safe and reliable yields of approximately 8% [1][2] - The service provides managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis, catering to both active and passive investors [2] Group 1 - The investment group includes experts who assist members in benefiting from income and arbitrage strategies in CEFs and ETFs [2] - The community consists of over a thousand members who are seeking the best income ideas, with a majority of holdings being monthly-payers, which aids in faster compounding and smoothing income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]

Core Insights - The NEOS Enhanced Income Credit Select ETF (HYBI) was reorganized from a mutual fund to an ETF under NEOS almost a year ago [1] - Binary Tree Analytics (BTA) focuses on providing transparency and analytics in capital markets, particularly in closed-end funds (CEFs), exchange-traded funds (ETFs), and special situations [1] - BTA aims to deliver high annualized returns with a low volatility profile, leveraging over 20 years of investment experience [1]

Core Viewpoint - First Trust Advisors L.P. has announced changes to the investment strategies and name of the First Trust EIP Carbon Impact ETF, which will now be called the First Trust EIP Power Solutions ETF, effective September 5, 2025 [1]. Investment Strategy Changes - The Fund will now invest at least 80% of its net assets in equity securities of companies identified as Power Solutions Companies by the investment sub-advisor, Energy Income Partners, LLC [1]. - The revised investment strategy expands the universe of eligible companies to include contracted developers and/or owners of nuclear energy systems [1]. - The focus will be on companies that are strategically connected to the generation or transmission of electric power, or that contribute to making the electric power system safer, cleaner, more reliable, or lower in cost [1]. Company Background - First Trust Advisors L.P. is a federally registered investment advisor with approximately $281 billion in assets under management as of July 31, 2025 [2]. - The company provides a variety of investment services through its affiliate, First Trust Portfolios L.P., which is a FINRA registered broker-dealer [2].

Core Insights - Horizon Kinetics Holding Corporation has qualified to trade on the OTCQX Best Market, marking a significant upgrade from the OTCID Basic Market [1][4] - The company will begin trading under the symbol "HKHC" and U.S. investors can access its financial disclosures and real-time quotes on the OTC Markets website [2] - The OTCQX Market is designed for investor-focused companies, requiring them to meet high financial standards and adhere to best practices in corporate governance [3] Company Overview - Horizon Kinetics Holding Corporation primarily provides investment advisory services through its subsidiary, Horizon Kinetics Asset Management LLC, which is a registered investment advisor [5] - The company specializes in independent proprietary research and investment advisory services for both long-only and alternative value-based investing strategies [5] OTC Markets Group Overview - OTC Markets Group Inc. operates regulated markets for trading approximately 12,000 U.S. and international securities, with a focus on data-driven disclosure standards [6] - The group offers various market tiers, including OTCQX Best Market, OTCQB Venture Market, OTCID Basic Market, and Pink Limited Market, facilitating efficient access to U.S. financial markets [6]

Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The focus areas include asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [3]