Read thorough research and investment insights by Jack Dupuy, CFA on Seeking Alpha here. View their credentials, investment style, areas of focus, and more.

The fund returned 2.07% in Q3 2025, benefiting from resilient credit markets and falling interest rate volatility. Read the full report for detailed performance and outlook data.

The Fund outperformed its benchmark with a 1.38% return as the Fed initiated a rate-easing cycle. Read the full 3Q2025 ...

Plains All American Pipeline is undergoing a fundamental transformation, becoming a pure-play crude oil player. See why I ...

Southwest Gas is now a pure regulated utility post-Centuri divestiture, enhancing transparency and comparability with peers. See why SWX stock is a Hold.

The Fund returned 6.32% in 3Q25, underperforming the S&P 500 as dividend bias and call writing detracted in a rising market.

Churchill Downs' Derby assets alone represent a wide, culturally entrenched monopoly with exceptional pricing power. Read why ...

Blaize offers differentiated AI edge chips targeting cost-sensitive, smaller-scale customers but remains early-stage and cash-constrained. Read more on BZAI here.

Defense sectors and Financials are showing strong momentum, and FEZ has a heavy allocation to these areas. Read why FEZ ETF ...

EAD offers a 9.5% yield with monthly payouts but relies heavily on below-investment-grade debt and aggressive leverage. See ...

XLRE underperforms equities and bonds, with concentrated exposure and limited diversification compared to VNQ and IYR. Read ...

Seatrium (SMBMF) (SMBMY) and Maersk (AMKBY) have settled their dispute over a $475 million contract for an offshore wind vessel intended for a New York project.