DFNL News and Press, Davis Select Financial ETF

2026-02-27 22:00:00 ET By Ryan J. Puplava Tariff-ic Trouble The week opened with policy-driven volatility after President Trump raised the Section 122 global tariff rate to 15% from 10% and warned of further measures against countries attempting to revisit trade agreements. ...

2026-02-02 20:49:20 ET This article is part of a series that provides an ongoing analysis of the changes made to Davis Selected Advisers’ 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 02/02/2026. Please visit our Tracking Christopher ...

2026-02-01 08:35:53 ET ... Read the full article on Seeking Alpha For further details see: DFNL: Alpha And Hot Expectations On The Financial Segment

2026-01-26 16:50:00 ET By Geoff Bysshe Last week started with a steep decline in stocks that broke key support levels. This drop was a test of the bulls’ resilience and a message from the market that bad news won’t always be a buying opportunity.... Read the ...

2026-01-21 13:05:00 ET Investors today are weighing rising geopolitical risk against what is expected to be resilient corporate earnings. Justin Flowerday, Head of Public Equities for TD Asset Management, joins MoneyTalk to discuss how to position portfolios when headlines clash with balanc...

2026-01-16 19:30:00 ET By Ryan J. Puplava, CMT, CTS, CES Policy and Geopolitical News Tests Confidence Markets entered the week at record levels and were immediately challenged by a wave of political and geopolitical headlines that tested investor confidence. The most market...

2026-01-11 23:55:00 ET By Ryan J. Puplava, CMT®, CTS™, CES™ Cyclical Rotation and a Broader Leadership Profile The first full trading week of 2026 opened with a notable shift in market leadership. After several weeks of narrow gains driven by mega-cap grow...

2026-01-01 08:05:00 ET Originally published on December 31, 2025 The investment industry is entering the final phase of the death of traditional mutual funds with the redeem-at-distributor-only model. What makes us assert this? At the end of November, the SEC formally approved t...

2025-12-19 13:30:00 ET With 2025 almost in the rearview mirror, markets are poised to end the year near record highs, but not for every sector. Vitali Mossounov, Managing Director and Co-Lead of Research for Fundamental Equities with TD Asset Management, breaks down which market segment...

2025-12-05 23:35:00 ET By Ryan J. Puplava Key Points This Week: Tech and Mega-Cap Leadership: After Monday’s crypto-driven selloff, mega-cap technology rebounded strongly midweek, led by NVIDIA ( NVDA ), Apple ( AAPL ), Microsoft ( MSFT ), and Intel ...