Section
Commodities
660 posts
The Walls Are Closing In: Robert Friedland on Copper's Monumental Reckoning
Robert Friedland, founder of Ivanhoe Mines and one of the most consequential mining entrepreneurs of the last four…
Copper Supply Faces First Annual Decline Since 2017
by Frank Holmes, CEO, CIO, U.S. Global Investors Copper set another record this week. Three-month metal on the…
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.
Market Ethos: Yields, Tariffs, Seasonality and Flows
by Craig Basinger, Chief Market Strategist, & Derek Benedet, Portfolio Manager Purpose Investments This one likely has something…
The Quiet 50% Return Nobody at the Beach Is Talking About | Meb Faber
Listen on The Move While everyone else was at the beach celebrating another S&P up year, global…
Canada's Advantage: Defining Our Place on the Global Stage
Richard Fadden on trade, sovereignty, security, and the long game Canada must play
The Next Phase of Broadening: HSBC AM Says the Equity Cycle Is Widening, but the Bar Is Rising
Equity markets have spent much of 2026 leaning on a single sturdy crutch: profits. In its August 2026…
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
Between Pollyanna and Cassandra: What the Energy Transition Actually Looks Like in 2026
A detailed review of Michael Cembalest's (JP Morgan) midyear energy update and what it means for advisors and investors navigating the transition in real time.
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
Broad Conviction in a Narrow Market
Brendan Ryan, CFA of Algorithmic Investment Models offers a disciplined read on a quarter defined by concentration risk, AI euphoria, and the quiet case for diversification.
Energy Beyond the Crisis: Seven Themes to Watch
by Jeff Scott Wyll, Senior Research Analyst & Ronald B. Silvestri, Senior Research Analyst, Neuberger Energy security, restocking…
Diversification's Vindication
How 2026 is proving the skeptics wrong, one asset class at a time
The Advisor's Job Is Changing. Som Seif Thinks That's a Good Thing
For decades, the investment industry had a fairly comfortable playbook. Build a diversified portfolio, own stocks and bonds,…
Strong fundamentals mask rising geopolitical risk
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key takeaways: With…
The Changing Face of Emerging Markets, Technology & Commodities
Technology and commodities are reshaping one of the world's most misunderstood asset classes — and the implications for advisors and investors are significant.