Section
ETFs
6290 posts
Hopelessly Devoted to Technology Stocks
by William Smead, Smead Capital Management One of our kid’s favorite movies was Grease. They probably watched it…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Tech Talk for Tuesday March 9th 2021
by Don Vialoux, EquityClock.com Technical Notes for Monday March 8th Dow Jones Transportation Average and its related…
Recoveries Are Rarely Straight Lines
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman We believe more volatility is likely,…
Tech Talk for Monday March 8th 2021
by Don Vialoux, EquityClock.com The Bottom Line North American equity indices moved higher last week with all…
Monetary Authorities Wrestle With the Bond Vigilantes
by Hubert Marleau, Market Economist, Palos Management Bonds became the main event. The market closed out a wild…
The Great Canadian Reflation Trade
by Mike Archibald, CFA®, CMT, CAIA, AGF Management Ltd. Some Canadians are guilty of (and, of course, truly…
Tech Talk for Friday March 5th 2021
by Don Vialoux, EquityClock.com Technical Notes for Thursday March 4th Technicals for NASDAQ 100 stocks continue to…
Technically Speaking: Topping Patterns Popping Up Everywhere
by Lance Roberts, RIA As I worked through this past weekend’s newsletter, I noticed that multiple markets are…
Tech Talk for Thursday March 4th 2021
by Don Vialoux, EquityClock.com Technical Notes for Wednesday March 3rd Salesforce.com (CRM), a Dow Jones Industrial Average…
Are recent high-profile bond defaults a threat to China’s outlook?
by Alex Cousley, Russell Investments A number of high-profile Chinese state-owned enterprises defaulted in November 2020, notably Yongcheng…
Tactical asset allocation update: February 2021
by Alessio De Longis, Invesco Canada Macro update We expect the global cycle to move into an expansionary…
Tech Talk for Wednesday March 3rd 2021
by Don Vialoux, EquityClock.com Technical Notes for Tuesday American Tower (AMT), an S&P 100 stock moved below…
Corporate Bond Market: Is a “Zombie” Apocalypse Coming?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research What’s a “zombie company”? You may…
Tech Talk for Tuesday March 2nd 2021
by Don Vialoux, EquityClock.com Technical Notes for Monday Surprisingly few technical breakouts or breakdowns yesterday among big…
Buffett’s Annual Letter: Sins of Omission!
by William Smead, Smead Capital Management Warren Buffett’s annual letter was great in all the easy ways and…
