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Backed by Experience, Driven by Facts
Flextion is not built on opinions—it is built on a foundation of rigorous analysis, extensive academic research, and years of industry expertise. Every insight is backed by a deep understanding of financial markets, honed through the meticulous study of historical data, 3-year rolling trends, and proven investment frameworks.
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Insights
Yet over the past three to five years, quality strategies have steadily lagged the broader U.S. market. The question investors must now confront is whether this is just another rotation — or a deeper reset in what “quality” really means.
Insights
When we wrote about real assets last May—and more recently about mining stocks—metals prices surged to record highs before suffering a sharp and historic correction.
Insights
Traditionally defensive stocks are expected to lag during bull markets, but that assumption is now obscuring an important shift.
Insights
Industrial metals are hitting all-time highs. And yet global portfolios remain dramatically underweight the companies best positioned to benefit.
Insights
For the past decade, investors have been trained to believe one thing: growth lives in the U.S. and nowhere else. The data now tells a very different story—the gap has grown so wide that it’s starting to matter.
Insights
The investment industry is captivated by scale and intricacy. But the reason we don’t default to sprawling models isn’t that they’re difficult to build. It’s that they often violate the most
fundamental rule of nature, statistics, and markets: Regression to the Mean."
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White Papers
The National Banking Act of 1863 reshaped the U.S. monetary system. Fast-forward to July 2025 and there’s a new monetary evolution: the U.S. government’s newly passed GENIUS Act, which establishes a regulatory framework for digital dollars.
White Papers
Investors today have more tools, data, and advice than ever before—yet most still
struggle to keep up with market returns. The problem isn’t a lack of information; it’s the
challenge of making decisions at the right time.
White Papers
For over 40 years in asset management, I’ve observed a recurring pattern that few want to admit: the investment industry thrives on cycles—not just market volatility, but the predictable ebb and flow of client assets. And while most conversations focus on the market’s ups and downs, the real tragedy lies elsewhere—in investors’ self-inflicted wounds.
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