As massive corporate AI debt issuance crowds out lower-tier borrowers and long-term Treasuries offer a historic valuation entry point, tactical investors must navigate overextended precious metals, high index concentration, and small-cap refinancing drag through disciplined fixed-income allocations and targeted downside hedges.
For anyone on the Orlando area, Rob will be speaking at The Money Show on Tuesday, October 6, 2026. See HERE for more details!


