<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[SR Capital]]></title><description><![CDATA[Smart Retail Investor Blog]]></description><link>https://www.srcapitalmgmt.ca/blog</link><generator>RSS for Node</generator><lastBuildDate>Fri, 07 Aug 2026 01:17:26 GMT</lastBuildDate><atom:link href="https://www.srcapitalmgmt.ca/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[When Oil Prices and Economic Reality Part Ways: How Investors Look Through the Headline]]></title><description><![CDATA[WTI and U.S. commercial crude inventories are two of the most closely watched signals in the oil market. WTI prices expectations. Inventories measure physical availability. Over time, they usually move in opposite directions. More oil in storage signals ample near-term supply, which gives buyers less reason to bid price higher, while a shrinking stockpile signals tightening supply, giving them more reason to pay up before it gets scarcer. Over the past five months, that relationship broke...]]></description><link>https://www.srcapitalmgmt.ca/post/when-oil-prices-and-economic-reality-part-ways-how-investors-look-through-the-headline</link><guid isPermaLink="false">6a6cd8e92aa0dd3fa1626a8c</guid><pubDate>Thu, 30 Jul 2026 22:43:07 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/578d67_cc319b6aa68c4a43b0aa06937c4cef74~mv2.png/v1/fit/w_1000,h_792,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Smart Retail Investor</dc:creator></item><item><title><![CDATA[High Yield Spreads Near Record Lows: What the Average Hides]]></title><description><![CDATA[Institutional investors have long treated the High Yield bond market as an early warning system. Corporate stress often appears in credit spreads before it registers in stock prices. When spreads widen, equity investors take notice. By that measure, today looks remarkably calm.  The headline ICE BofA US High Yield Index OAS sits at 2.66% as of mid-July 2026. That is well below the 30-year average of 5.35%, and near the all-time low of 2.41% set in June 2007. A spread this tight implies...]]></description><link>https://www.srcapitalmgmt.ca/post/high-yield-spreads-near-record-lows-what-the-average-hides</link><guid isPermaLink="false">6a5968a30ff39938e1cd1e29</guid><pubDate>Fri, 17 Jul 2026 16:11:53 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/578d67_178d82cb77d44309acdc41f11f5efae5~mv2.png/v1/fit/w_803,h_425,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Smart Retail Investor</dc:creator></item><item><title><![CDATA[Rethinking Passive Exposure to the U.S. Economy]]></title><description><![CDATA[Over the past decade, active institutional and passive retail investors alike have benefited from the relentless rise of the market's largest companies.  But the reasons each group owned those assets were fundamentally different. For institutional investors, the largest companies deserved a structural premium because of their asset light business models, net-cash fortresses, and exceptional free cash flow generation. For passive retail investors, the objective was much simpler: own a share of...]]></description><link>https://www.srcapitalmgmt.ca/post/the-mag-7-premium-is-compressing-their-index-weight-isn-t-what-that-means-for-passive-investors</link><guid isPermaLink="false">6a5156494edfc4e4ec458510</guid><pubDate>Fri, 10 Jul 2026 05:06:44 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/578d67_1bae3fef28ed4ae1a58ca3693e09cf8b~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Smart Retail Investor</dc:creator></item><item><title><![CDATA[Why June's Jobs Report May Not Be Dovish. What That Means for Investors.]]></title><description><![CDATA[June's employment report appeared to reinforce investor's preferred narrative for growth. Nonfarm payrolls rose by only 57,000 against expectations of 115,000, alongside 74,000 in downward revisions to April and May.  Investors quickly concluded that the labor market is cooling, giving the Fed more room for rate cuts and providing further support to the stock market rally. However, June's payroll report contained another story that received far less attention. The unemployment rate fell to...]]></description><link>https://www.srcapitalmgmt.ca/post/the-long-term-question-hidden-inside-june-s-payroll-report-1</link><guid isPermaLink="false">6a4a8a78f7b480551f12b7a1</guid><pubDate>Thu, 02 Jul 2026 16:49:44 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/578d67_1e49627b97354ef486f320ff600fe6dc~mv2.png/v1/fit/w_1000,h_945,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Smart Retail Investor</dc:creator></item></channel></rss>