Section
Consumption
56 posts
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Helpless? Recession Risks Abound
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Leading indicators continue…
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Highlights 1) A stagflationary shockThe Russian invasion of…
Luxury Goods Sales Have Recovered to Pre-Pandemic Growth: Report
by Frank Holmes, CEO, CIO, U.S. Global Investors Luxury goods sales just went from dip to rip. After…
What if Millennials and Baby Boomers are One and the Same?
by Michael Antonelli, Managing Director, Market Strategist, Baird & Company There’s lots of things that drive stock markets.…
The Long View: Debt and Demographics
by Doug Peebles and Eric Winograd, AllianceBernstein DOUG PEEBLES I’m very excited to be here actually to discuss…
Time To Not Freak Out About Debt Again
by Urban Carmel, The Fat Pitch Summary: Debt is a perennial worry. It's a natural human tendency is to think…
SIA Weekly: A Look at Black Friday Retail, and the Energy Rally
by SIACharts.com With Black Friday upon us and Christmas only a month away, this week in the SIA…
Just One Look (at the Severe Housing Shortage)
by William Smead, Smead Capital Management Linda Ronstadt set the world on fire with her powerful ballads in…
Bill Smead: Just One Look
by William Smead, Smead Capital Management Linda Ronstadt set the world on fire with her powerful ballads…
Consumer Staples Breaking Out to New Highs
Consumer Staples Breaking Out to New Highs by Eric Bush, CFA, Gavekal Capital While overall developed market stocks…
How to track China’s fast-changing consumer sector
How to track China’s fast-changing consumer sector by Olivia Barbee, Wells Fargo Asset Management Today we have a…
Changing the Filter as Oil Prices Bottom
Changing the Filter as Oil Prices Bottom by Rajeev Eyunni, Lily Zheng, Stephen Wei, AllianceBernstein The recent bottoming…
Three Big Sectors Hit New Lows for the Year
Three Big Sectors Hit New Lows for the Year by Arthur Hill, CMT, StockCharts.com There are nine sectors…
Here's What CEOs Said About the Economy This Week
Here's What CEOs Said About the Economy This Week by Scott Krisiloff, Avondale Asset Management Each week we…
