The Daily Upside

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Cap Group, KKR Approved to Launch Public-Private Funds

Photo by Richard Bett via Public Domain Mark 1.0

2 min read
SEC Grapples With Crypto Custody Quandary

Photo by Art Rachen via Unsplash

2 min read
Ameripise, Raymond James Report Rocky Start to 2025

Photo by JHVEPhoto via iStock

1 min read

Photo by Policy Exchange via CC BY 2.0

International Economics

Canada Chooses Prime Minister Set on “Dramatically” Loosening US Trade Ties

Canada’s Liberal Party won a majority promising to distance the country from the US, a major importer of Canadian crude.

2 min read
Photo by Raysonho via CC0 1.0

Technology

IBM Joins Tech Giants Pouring Billions into US Production

IBM is booting up its domestic production, setting aside $150 billion to make computers in the US over the next five years.

2 min read
Photo by Mick Haupt via Unsplash

International Economics

Retailers Prep for Supply Chain Breakdown

To prepare for a slowdown of global trade, US retailers spent months building a massive inventory to prevent empty shelves.

2 min read

Consumer

Looking for a Safe Haven Investment? Drive Through the Golden Arches

Photo by Daniel Way via Unsplash

As the US — and everywhere else — has digested multi-year inflation, pressure has mounted disproportionately on the restaurant sector.

2 min read

Photo by The White House via Public Domain Mark 1.0

Finance

Buffett’s $300B Cash Pile, Fed by Apple, Spurs Investment Guessing Game

Buffett acolytes are primed to be receptive to new ideas after Berkshire’s more contrarian bets over the last decade have proven prescient.

2 min read
Photo by Shutter Speed via Unsplash

Big Tech

What Does Google’s Search Monopoly Mean in the Age of AI?

Back in 2020, Google’s huge market share of the internet search market hovered at about 92% by most metrics

2 min read
Photo by St. Gallen Symposium via CC BY-SA 4.0

ETF Upside

SEC’s Going on the Atkins Diet

Expect less attention on Wall Street firms and more on greenlighting alt products with Chairman Paul Atkins leading the agency, experts said.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Krav via iStock and Muhammad Abdullah via Freepik

Finance

Why Stock Exchanges Want a Piece of Texas, ‘The Wall Street of the South’

5 min read
Photo by Kateryna Hliznitsova via Unsplash

ETF Upside

The Not-So-Transparent Fees Hiding in the ETF Market

Not required to be disclosed, index licensing fees create a thin layer of fog over the transparent investment products.

2 min read
Photo by Gorodenkoff via iStock

Advisor Upside

Advisors Weigh In on Fixed Income in Turbulent Markets

As stocks pull back on macroeconomic fears, the bond market presents pockets of opportunity.

4 min read

Industries

Hasbro Takes a “Wait and See” Approach to Tariffs

Photo by Maria Lin Kim via Unsplash

Toymaker Hasbro crushed expectations in its latest quarter, but its annual guidance hasn’t been updated to consider potential tariffs.

2 min read

CIO Upside

Empowering CIOs to drive innovation.

Photo by Tippapatt via iStock

Are Phishing Attacks Getting Smarter?
Photo via U.S. Patent and Trademark Office

Google Patent Signals That You Might Not Need LLMs
Photo by Ben Iwara via Unsplash

Weighing the Risk-Reward Ratio of ‘Vibe Coding’
Photo by Đào Hiếu via Unsplash

Chipping Away at Big Tech’s Bottom Line

International Economics

Tariffs Begin Choking Off Shipments to US Ports

Photo by Getty Images via Unsplash

As the trade war rages on, big box stores are fearful of big empty shelves. And they’re letting the White House know it.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.