

VIX is Calm Stocks Are Wild: Money Runner Conversation with Astoria's John Davi
Source: The Money Runner. November 12, 2025 The market’s finally widening out — it’s not just the Mag 7 anymore. Sectors once left for dead are showing real strength as investors rotate out of high-flyers and into quality, value, and real assets. Astoria Advisors’ John Davi joins host David Nelson, CFA, to unpack what’s driving the tape and strategies that can help you weather any storm. Warranties & Disclaimer There are no warranties implied. Past performance is not indicati
Nov 122 min read


Your 7% Bond Gain Isn’t What You Think It Is
Source ChampC I read an article that bonds are having a “good year” as the AGG index is up 7% year to date (as of Nov. 11, 2025). That’s great, but the reality is investors lost nearly 50% of that to inflation, according to government statistics ( CPI Report ). And if you incorporate “real world inflation,” I estimate that investors could have lost significantly more of their total return to inflation. Investors, we have argued for the past 5+ years, should own tangible asset
Nov 114 min read
