Jonathan Norwood, Portfolio Manager with the Mackenzie Cundill Team, looks at the elephant in the room of equity markets, especially US markets.
Related Posts
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.
S&P 500 Index: All Twisted Up in the Game
by William Smead, CIO, Smead Capital Management Dear fellow investors, One of my favorite comedy movies was Bringing…
5 leadership lessons from top CEOs
by Martin Jacobs, Equity Portfolio Manager, Capital Group Culture eats strategy for breakfast, according to management guru Peter…
Grand Ideas at the Grand Tetons
LPL Research examines recent Fed comments and what to expect moving forward.
Denise Chisholm: Caution - Payrolls Are a Lagging Indicator
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Earlier this month, the employment report came with…
CRM3 (TCR)—More than compliance: It's Your Chance to Define Your Value.
Listen on The Move CRM3 (Total Cost Reporting) isn’t just another compliance box to check—it’s the biggest…
Telecoms Take the Lead: AT&T Outpaces S&P 100 by 33%
by SIACharts.com Telecommunications Services is listed as a Favored Sector in SIA’s Market Sector Report as this sector…
Making Sense of Low-Volatility Investing in Today’s Market
For over fifty years, the so-called “low-volatility anomaly” has quietly challenged a core belief in investing: that more…
