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THIS is Modern Alpha: wisdomtree.com/investments/bl…

A few things happening in the world. Samuel Rines out with a number of interesting GeoPol Vol pieces recently - but this one kind of timely: Why the Iran Situation Is a Valuable Lesson wisdomtree.com/investments/bl…

One of key reasons we've seen such interest in European defense stocks this year 👇

Waller the dark horse for Fed chair.

I could be willing to try these but I don't have any meta log ins or accounts. Grok glasses on the other hand would be 😍

No 4 day weekend for the Deep Rooted macro squad-got our team together this morning to recap the latest in MiddleEast and our Siegel Fed call. Iran Lessons and Too Late Powell Strikes again -new on Behind the Markets. With Samuel Rines Jeff Weniger open.spotify.com/episode/7FO8OU…

All trade negotiators should be required to read this! "The widening goods trade surplus vis-à-vis the United States is driven mostly by a pronounced increase in exports of pharmaceutical products, which are mostly attributed to trade flows of Irish affiliates of US MNEs"

A lot of tweeting on NYC mayor situation today. A nice diversion below--great story about an all night walk in support of mental health awareness that Larry Sprung, CFP® shared. Thanks Lawrence- nicely done here!

Let's be real- the only inflation indicator that matters for us early risers... 👋

Spicy....

Our Deep Rooted Macro squad joined by special guest from 3Fourteen Research, Warren Pies to review the outlook for H2: some bullish vibes all around. Thanks Warren for joining Samuel Rines Jeff Weniger for latest thoughts. For your weekend pod queues: open.spotify.com/episode/5AEwae…

Japan trades at a 32% discount to the U.S., yet corporate governance reforms and rising shareholder returns are reshaping the narrative. Chris Gannatti and Jeremy Schwartz explain how the WisdomTree Japan Opportunities Fund taps directly into the same long-term potential Warren

One of my favorite new ideas from us—a repositioning into a better Japan opportunity strategy leading with the Buffett stocks… check it out below

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Adoption is Accelerating. Token Terminal 📊

Tariffs Always Comeback On … it is always the taco trade.

.Samuel Rines is back in our inboxes, and with a warning: '**Price increases are delayed, not dead.** Earnings season has begun, and the companies are telling us “It’s coming” and “It’s not here yet”.' (image below from Levi's earnings call. his highlights)