Key inflation data and AI earnings could set the tone for markets this week.
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3 Under-the-Radar Defense Stocks With Record Backlogs
ATI, Astronics, and Ducommun each posted record backlogs amid rising defense spending, but their margins, leverage, and guidance suggest differing abilities to convert orders into profit.
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Transcript: Bill McNabb, Vanguard former Chairman and CEO
The transcript from this week’s, MiB: Bill McNabb, Vanguard former Chairman and CEO, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Masters in……
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This Korea ETF Has Soared, But the Rally May Not Be Over
Korean equities have surged in 2025 on AI chip demand, with the Matthews Korea Active ETF (MKOR) up roughly 80% YTD, though volatility and a higher expense ratio set it apart from cheaper rivals like EWY.
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