Articles

3 Small-Cap ETFs to Buy Before the Great Rotation Leaves Large Caps Behind

29m ago
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Philip Carter
3 Small-Cap ETFs to Buy Before the Great Rotation Leaves Large Caps Behind - Article cover image

Carlyle's 2028 Targets: A Strategic Re-rating or a High-Expectations Trap?

50m ago
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Philip Carter
Carlyle's 2028 Targets: A Strategic Re-rating or a High-Expectations Trap? - Article cover image

UiPath's Cash Hoard: A Quality Factor Play or a Strategic Trap?

52m ago
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Philip Carter
UiPath's Cash Hoard: A Quality Factor Play or a Strategic Trap? - Article cover image

Snap's Strategic Pivot: Assessing the Institutional Case Post-Price Target Cuts

1h ago
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Philip Carter
Snap's Strategic Pivot: Assessing the Institutional Case Post-Price Target Cuts - Article cover image

Coinbase's Institutional Crossroads: Weighing Cyclical Losses Against Structural Adoption

1h ago
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Philip Carter
Coinbase's Institutional Crossroads: Weighing Cyclical Losses Against Structural Adoption - Article cover image

Block's Restructuring: A Margin-Boosting Pivot with Portfolio-Wide Implications

1h ago
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Philip Carter
Block's Restructuring: A Margin-Boosting Pivot with Portfolio-Wide Implications - Article cover image

Royce Global Trust (RGT): A Tactical Allocation for Global Small-Cap Exposure

1h ago
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Philip Carter
Royce Global Trust (RGT): A Tactical Allocation for Global Small-Cap Exposure - Article cover image

ServiceNow vs. GitLab: A Quality Factor View on Enterprise Software Allocation

1h ago
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Philip Carter
ServiceNow vs. GitLab: A Quality Factor View on Enterprise Software Allocation - Article cover image

PE Stock Drawdowns: A Structural Reassessment for Portfolio Allocation

2h ago
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Philip Carter
PE Stock Drawdowns: A Structural Reassessment for Portfolio Allocation - Article cover image

Celsius Holdings: A Sector Rotation Conviction Buy in Functional Beverages

2h ago
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Philip Carter
Celsius Holdings: A Sector Rotation Conviction Buy in Functional Beverages - Article cover image

Melrose Industries: A Quality Aerospace Turnaround with a Guidance Caveat

3h ago
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Philip Carter
Melrose Industries: A Quality Aerospace Turnaround with a Guidance Caveat - Article cover image

EM Equities in 2026: A Strategic Reassessment for Portfolio Allocation

3h ago
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Philip Carter
EM Equities in 2026: A Strategic Reassessment for Portfolio Allocation - Article cover image

Portfolio Rotation: Assessing Broker Upgrades in the AI Sell-Off

3h ago
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Philip Carter
Portfolio Rotation: Assessing Broker Upgrades in the AI Sell-Off - Article cover image

Hotel Sector Rotation: A Portfolio View on Marriott, Hilton, and Hyatt

4h ago
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Philip Carter
Hotel Sector Rotation: A Portfolio View on Marriott, Hilton, and Hyatt - Article cover image

Altria vs. Philip Morris: A Portfolio Allocation Decision

4h ago
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Philip Carter
Altria vs. Philip Morris: A Portfolio Allocation Decision - Article cover image

AI Disruption Fears and Geopolitical Risks: A Portfolio Rebalancing Opportunity

4h ago
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Philip Carter
AI Disruption Fears and Geopolitical Risks: A Portfolio Rebalancing Opportunity - Article cover image

Columbia Capital Allocation: A Portfolio Construction Analysis for Institutional Investors

5h ago
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Philip Carter
Columbia Capital Allocation: A Portfolio Construction Analysis for Institutional Investors - Article cover image

Raymond James' Residential REIT Downgrade: A Sector Rotation Signal for Institutional Portfolios

5h ago
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Philip Carter
Raymond James' Residential REIT Downgrade: A Sector Rotation Signal for Institutional Portfolios - Article cover image

NeutronX's Federal Play: Assessing the Quality and Access Premium for Portfolio Allocation

6h ago
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Philip Carter
NeutronX's Federal Play: Assessing the Quality and Access Premium for Portfolio Allocation - Article cover image

Carter's Q4 Beat vs. Weak Guidance: A Portfolio Reassessment

6h ago
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Philip Carter
Carter's Q4 Beat vs. Weak Guidance: A Portfolio Reassessment - Article cover image

Coherent's Fireside Chat: A Catalyst for Sector Rotation in Photonics

6h ago
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Philip Carter
Coherent's Fireside Chat: A Catalyst for Sector Rotation in Photonics - Article cover image

KRUK's Record 2025: Assessing the Quality and Sustainability of a High-Performance Cycle

6h ago
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Philip Carter
KRUK's Record 2025: Assessing the Quality and Sustainability of a High-Performance Cycle - Article cover image

Tradeweb's Institutional Showcase: A Structural Tailwind for Portfolio Allocation

6h ago
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Philip Carter
Tradeweb's Institutional Showcase: A Structural Tailwind for Portfolio Allocation - Article cover image

Harbor Mid Cap Value Fund's Expedia Stake Increase: A Quality Factor Conviction Buy

6h ago
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Philip Carter
Harbor Mid Cap Value Fund's Expedia Stake Increase: A Quality Factor Conviction Buy - Article cover image

Callan JMB's Conference Participation: A Routine Cost of Capital for Institutional Allocators

7h ago
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Philip Carter
Callan JMB's Conference Participation: A Routine Cost of Capital for Institutional Allocators - Article cover image

CIMB Group 2025: Assessing the Capital Efficiency of a Forward30 Pivot

7h ago
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Philip Carter
CIMB Group 2025: Assessing the Capital Efficiency of a Forward30 Pivot - Article cover image

Neinor Homes: Assessing the 2025 Results and the Path to a National Champion

7h ago
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Philip Carter
Neinor Homes: Assessing the 2025 Results and the Path to a National Champion - Article cover image

Visa's Argentina Bet: A Portfolio Allocation Analysis

7h ago
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Philip Carter
Visa's Argentina Bet: A Portfolio Allocation Analysis - Article cover image

AI Cost Cuts: A Sector Rotation Signal or a Scare Trade?

8h ago
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Philip Carter
AI Cost Cuts: A Sector Rotation Signal or a Scare Trade? - Article cover image

JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE): A Factor-Enhanced Benchmark for Portfolio Allocation

8h ago
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Philip Carter
JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE): A Factor-Enhanced Benchmark for Portfolio Allocation - Article cover image