US Treasuries: Mid-Year 2026 Update
https://alaricsecurities.com/blog/us-treasuries-mid-year-2026-update/
We’ve written before about our positive stance on US Treasuries, most recently in our May 20 blog, “US Bond Market Outlook May 2026.” Clients and colleagues keep asking whether that view has changed. So we ...
Middle East Crisis 2.0: Is the conflict back on
https://alaricsecurities.com/blog/middle-east-crisis-oil-outlook/
The Middle East crisis is back in the headlines, and the news over the past week has been bad. The US and Iran have both said the Memorandum of Understanding that settled the conflict, signed ...
Japanese Yen Outlook – The Trade Is Turning
https://alaricsecurities.com/blog/japanese-yen-outlook-the-trade-is-turning/
I have to admit that some of the inspiration for these blogs comes from ordinary conversations. It was probably several months ago that a friend of mine told me he was going on a vacation ...
Fed Rate Hike 2026: What Breakeven Inflation Is Telling Us
https://alaricsecurities.com/blog/fed-rate-hike-2026-what-breakeven-inflation-is-telling-us/
First, we will start with an obvious fact: following the onset of the Iran-US conflict, the US economy, along with most other world economies, experienced a surge in inflation. As a result, there came rising ...
Trading ETFs On Leverage vs Trading Leveraged ETFs
https://alaricsecurities.com/blog/trading-on-leverage-vs-trading-leveraged-etfs/
Leveraged ETFs and the Myths Around Leverage Investing Many investors misunderstand how leverage works in practice — and leveraged ETFs in particular are often misread. Below, we break down three of the most common misconceptions. ...
How to Pick an ETF: A 6-Step Practical Guide
https://alaricsecurities.com/blog/how-to-pick-an-etf-a-6-step-practical-guide/
We previously wrote in our blog series, Market Insights, about how to pick stocks, bonds, and options. Based on the strong readership those articles received, we decided to expand the series with a practical guide ...
Alphabet (GOOG) Is Raising $80 Billion. But Why Equity?
https://alaricsecurities.com/blog/alphabet-goog-is-raising-80-billion-but-why-equity/
First, let’s note that capital raises are not unusual. Companies have raised, and continue to raise, capital from investors. Traditionally, this is often done through rights offerings. However, when a company’s stock is trading near ...
AI IPOs 2026: Anthropic, OpenAI and SpaceX Reality Check
https://alaricsecurities.com/blog/ai-ipos-2026-anthropic-openai-and-spacex-reality-check/
A great narrative and a great investment are not the same thing. In 2026, that distinction is worth billions — especially when it comes to the most anticipated AI IPOs in history. We use narratives ...
Magnificent 7, Magnificent No More
https://alaricsecurities.com/blog/magnificent-7-magnificent-no-more/
The Magnificent 7 have massively outperformed the S&P 500 over the past five years, in some cases returning several times as much as the index. The real question now is whether that era of dominance ...
US Bond Market Outlook May 2026
https://alaricsecurities.com/blog/us-bond-market-outlook-may-2026/
We have written positively about bonds before, most recently in October 2025. However, the war in the Middle East has increased inflation expectations for 2026. As a result, we decided to take another look — ...