Articles

IXUS vs. IEMG: A Portfolio Strategist's Guide to International Allocation

13m ago
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Philip Carter
IXUS vs. IEMG: A Portfolio Strategist's Guide to International Allocation - Article cover image

Strategy Inc. (MSTR): A High-Conviction Bet on Bitcoin as a Strategic Asset Class

2h ago
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Philip Carter
Strategy Inc. (MSTR): A High-Conviction Bet on Bitcoin as a Strategic Asset Class - Article cover image

HubSpot: Piper Sandler's Price Target Cut and the Software Sector Rotation Thesis

3h ago
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Philip Carter
HubSpot: Piper Sandler's Price Target Cut and the Software Sector Rotation Thesis - Article cover image

Voya Financial Q4 2025: A Quality Earnings Print with Sector Rotation Implications

3h ago
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Philip Carter
Voya Financial Q4 2025: A Quality Earnings Print with Sector Rotation Implications - Article cover image

Unum Group: A Capital Allocation Play in a Challenging Claims Environment

4h ago
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Philip Carter
Unum Group: A Capital Allocation Play in a Challenging Claims Environment - Article cover image

Morgan Stanley's HIMX Downgrade: A Sector Rotation Signal or a Quality Factor Misstep?

6h ago
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Philip Carter
Morgan Stanley's HIMX Downgrade: A Sector Rotation Signal or a Quality Factor Misstep? - Article cover image

Roblox Q4 2025: A Conviction Buy for Quality Growth or a Sector Rotation Headwind?

6h ago
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Philip Carter
Roblox Q4 2025: A Conviction Buy for Quality Growth or a Sector Rotation Headwind? - Article cover image

Alpine Income Property Trust: A Portfolio Allocation View on Growth, Leverage, and Sector Rotation

7h ago
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Philip Carter
Alpine Income Property Trust: A Portfolio Allocation View on Growth, Leverage, and Sector Rotation - Article cover image

Teradyne: Assessing the AI-Driven Pivot and Portfolio Implications

8h ago
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Philip Carter
Teradyne: Assessing the AI-Driven Pivot and Portfolio Implications - Article cover image

News Corp: Assessing the Institutional Case for a Quality Buy

8h ago
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Philip Carter
News Corp: Assessing the Institutional Case for a Quality Buy - Article cover image

NRG Energy: Assessing the Capital Allocation and Sector Rotation Thesis

8h ago
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Philip Carter
NRG Energy: Assessing the Capital Allocation and Sector Rotation Thesis - Article cover image

ESAB: A Quality Compounder in a Sector Rotation Context

8h ago
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Philip Carter
ESAB: A Quality Compounder in a Sector Rotation Context - Article cover image

OneMain Financial: Assessing the Capital Return Thesis and Sector Positioning

8h ago
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Philip Carter
OneMain Financial: Assessing the Capital Return Thesis and Sector Positioning - Article cover image

Blue Owl Capital: AUM Milestone Amidst Private Credit Sector Rotation

8h ago
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Philip Carter
Blue Owl Capital: AUM Milestone Amidst Private Credit Sector Rotation - Article cover image

Anthropic's Financial AI: A Sector Rotation Opportunity in Quality Data Providers

9h ago
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Philip Carter
Anthropic's Financial AI: A Sector Rotation Opportunity in Quality Data Providers - Article cover image

Decoding the IBIT Squeeze: A Structural Vulnerability in Institutional Crypto Exposure

10h ago
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Philip Carter
Decoding the IBIT Squeeze: A Structural Vulnerability in Institutional Crypto Exposure - Article cover image

KKR Q4 2025: Assessing Fee Quality and Capital Allocation for Portfolio Construction

11h ago
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Philip Carter
KKR Q4 2025: Assessing Fee Quality and Capital Allocation for Portfolio Construction - Article cover image

Molina, Amazon, Illumina, Coty: A Portfolio Strategist's Guide to Sector Rotation and Risk Adjustment

11h ago
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Philip Carter
Molina, Amazon, Illumina, Coty: A Portfolio Strategist's Guide to Sector Rotation and Risk Adjustment - Article cover image

BSV vs. SMB: An Institutional Assessment of Short-Term Bond ETFs

11h ago
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Philip Carter
BSV vs. SMB: An Institutional Assessment of Short-Term Bond ETFs - Article cover image

Amazon's $200B Capex: A Sector Rotation Signal for Institutional Portfolios

11h ago
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Philip Carter
Amazon's $200B Capex: A Sector Rotation Signal for Institutional Portfolios - Article cover image

Encompass Health Q4 2025: Assessing the Quality of Growth for Portfolio Allocation

12h ago
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Philip Carter
Encompass Health Q4 2025: Assessing the Quality of Growth for Portfolio Allocation - Article cover image

Oracle's $20B ATM: A Sector Rotation Catalyst or Dilution Risk?

12h ago
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Philip Carter
Oracle's $20B ATM: A Sector Rotation Catalyst or Dilution Risk? - Article cover image

Nasdaq's 3-Day Selloff: A Tactical Rotation or a Structural Re-rating for Portfolios?

12h ago
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Philip Carter
Nasdaq's 3-Day Selloff: A Tactical Rotation or a Structural Re-rating for Portfolios? - Article cover image

WSJ Dollar Index: A Technical Rebound and Its Institutional Implications

12h ago
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Philip Carter
WSJ Dollar Index: A Technical Rebound and Its Institutional Implications - Article cover image

Market Rotation and the 50,000 Dow: A Strategic Reassessment of Sector Weightings

12h ago
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Philip Carter
Market Rotation and the 50,000 Dow: A Strategic Reassessment of Sector Weightings - Article cover image

Regency Centers: Assessing the 2026 Guidance and Capital Allocation Strategy

13h ago
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Philip Carter
Regency Centers: Assessing the 2026 Guidance and Capital Allocation Strategy - Article cover image

Canopy Growth: A Structural Turnaround or a Tactical Pause?

13h ago
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Philip Carter
Canopy Growth: A Structural Turnaround or a Tactical Pause? - Article cover image

RGA's Q4: In-Force Management and Investment Engine Power Quality Growth

13h ago
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Philip Carter
RGA's Q4: In-Force Management and Investment Engine Power Quality Growth - Article cover image

RTX's Dividend: A Capital Allocation Signal in a High-Growth Aerospace Cycle

13h ago
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Philip Carter
RTX's Dividend: A Capital Allocation Signal in a High-Growth Aerospace Cycle - Article cover image

Arbor Realty Trust: Q4 2025 Earnings as a Portfolio Rotation Catalyst

14h ago
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Philip Carter
Arbor Realty Trust: Q4 2025 Earnings as a Portfolio Rotation Catalyst - Article cover image