Section
Consumption
64 posts
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…
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...
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…
The 2016 Outlook: 3 Important Issues
The 2016 Outlook: 3 Important Issues by Brad McMillan, CIO, Commonwealth Financial Network I’m working on my 2016…
The Big Chill: What’s Wrong with the U.S. Consumer?
Most market watchers expect the US economy to bounce back in the second quarter. However, the consumer isn't…
Investor Focus Turns to Consumer Discretionary Stocks
Consumers in Hesitation Recent weakness in U.S. stocks has turned investor attention onto consumer discretionary companies, fueling the…
What's Next for the American consumer?
by Cam Hui, Humble Student of the Markets This Thursday, we will see the Retail Sales report. Despite…
China’s Millennials: Have Money, Will Travel
by Sammy Suzuki, AllianceBernstein China’s millennials are better educated and more affluent than their elders. They also have…
Demography Having an Impact on Inflation and Bond Yield (excerpt)
by Dr. Ed Yardeni Global economic growth has slowed over the past few years. Economists such as…
Look for the Baby
by Kara Lily, Mawer Investment Management This past week, one of my colleagues shared a learning at our…
