Still Fighting the Fed
by Stephen Vanelli, CFA, Knowledge Leaders Capital In the most recent FOMC meeting, the committee decided to refrain…
The Market Thinks the BoJ is In Play
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Bank of Japan met last night to cap off a…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
ASML: Lighting Up the World of Semiconductors
by Knowledge Leaders Team, Knowledge Leaders Capital Based in Veldhoven, Netherlands, ASML is the world’s leading supplier of…
Dysfunction in China
by Stephen Vanelli, CFA, Knowledge Leaders Capital Today was a disaster for Chinese economic data. In the table…
FedGPT? AI Sentiment Analysis Shows Powell Is Still Quite Hawkish
by Brian Clark, Knowledge Leaders Capital “Inflation has not really moved down. It has not so far reacted…
Atlanta and Cleveland Have it Right on Inflation
by Stephen Vanelli, CFA, Knowledge Leaders Capital Using our AI engine, we prompted a description of the Atlanta…
International Demand Explodes for Short-Term US Treasuries
by Brian Clark, Knowledge Leaders Capital Two weeks ago, we noted that Congress would soon raise the debt…
Warming into Duration
by Stephen Vanelli, CFA, Knowledge Leaders Capital Leading into the weekend, where the debt ceiling had not been…
Investors Only Have Eyes For Cash
by Brian Clark, Knowledge Leaders Capital If you are starting to have a case of déjà vu around…
There's Something Rotten in China
by Stephen Vanelli, CFA, Knowledge Leaders Capital One metric I look at fairly often for various countries is…
New Data Shows Fed Worried about a Credit Crunch Weeks Ago
by Brian Clark, Knowledge Leaders Capital The Fed’s concern about U.S. banks dominated last month’s FOMC meeting. According…
The Case for Gold is Looking Stronger
by Austin Mann, Knowledge Leaders Capital The Federal Reserve’s balance sheet grew by $394B in the past two…
Fed Repriced Out of Action
by Stephen Vanelli, CFA, Knowledge Leaders Capital We just experienced the fastest bank run in history with the…
Why is the U.S. Market Trouncing Canada Year-to-Date?
by Brian Clark, Knowledge Leaders Capital So far this year, American stocks have outperformed Canadian stocks. In this…