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ETFs
6291 posts
Survival of the Biggest
by John Mauldin, Mauldin Economics Small Business Slaughter Triumph of Bigness Zombie Companies Small Business Startups Are Increasing…
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...
Even More Tech Firms Are Leaving Silicon Valley for Texas
by Frank Holmes, CEO, CIO, U.S. Global Investors Hewlett Packard Enterprise is pulling up its stakes in Silicon…
Notes from the Franklin Templeton Trading Desk
by Franklin Templeton Investments The Digest European equities closed last week down 1% as the recent rotation into…
Schwab Sector Insights: A View on 11 Equity Sectors
by David Kastner, Senior Investment Strategist, Schwab Center For Financial Research “Schwab Sector Insights: A View on 11…
Technically Speaking: Margin Debt Confirms Market Exuberance
by Lance Roberts, RIA During the past couple of weeks, I have discussed the rising levels of bullishness…
Reversal or Recovery?
by Anu Ganti, Senior Director, Index Investment Strategy, S&P Dow Jones Indices When we think about reversals in…
Five Charts that Make the Case for a Bull Market in Commodities
by Martin Pring, Pring Turner Capital Group A year ago, as the economy was emerging from its third…
U.S. outlook: The future is here, and it’s digital
U.S. consumers were shopping and consulting with doctors online before COVID, but the pandemic is driving opportunities for…
Copper Bull Run May Only Be Getting Started
by Frank Holmes, CEO, CIO, U.S. Global Investors The price of copper is on a tear right now…
Net Present Value Bargains
by Tony Scherrer and William Smead, Smead Capital Management There appears to be a few huge statistical bargains…
International outlook: Innovation isn’t just a U.S. story
by Noriko Chen, Jody Jonsson, Jens Sondergaard, Capital International Asset Management Investors can find plenty of innovation engineered…
The “Roaring 20’s” – The Fundamental Problem Of The Bullish View
by Lance Roberts, RIA Recently, Ed Yardeni discussed his view of why another “Roaring 20’s” may lie ahead.…
What changes could a Biden administration bring to ESG investing?
by Leola Ross, Russell Investments Will support for ESG investing in the U.S. increase under the administration of…
Short-Term Uncertainties as COVID-19 Cases Spike
by Gene Podkaminer, CFA, Franklin Templeton Investments COVID-19 fatalities have surpassed 1.5 million globally and hit a single-day…
Hubert Marleau: True North
by Hubert Marleau, Market Economist, Palos Management The S&P 500 continued to climb higher in spite of higher…
