
Market intelligence and analytics for managing ETF-based portfolio strategies
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 449 | Subscribers | Read | etfps.substack.com |
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Markets wobbled last week, but by Friday’s close it became clear that resilience won again for global asset allocation strategies. Two upbeat US economic reports — payrolls and inflation — helped with the heavy lifting and renewed the crowd...
A firehose of news washed over financial markets last week, triggering sharp moves in some corners. But amid the breathless reports and sensationalist media updates was a crucial but widely overlooked fact: globally diversified portfolios c...
The spread between the strongest and weakest industries often carries a lot of insight for deciphering market sentiment. So far in 2026, the crowd is speaking loudly and clearly: energy, mining and commodities are hot, software is not.
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The writers behind this newsletter.
James Picerno is an author/consultant/analyst focusing on financial markets, portfolio strategy and the business cycle.
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