Section
Fundamentals
40 posts
The Minerals Beneath the Machine: What the IEA's 2026 Critical Minerals Outlook Means for Investors
The IEA's (International Energy Agency) Global Critical Minerals Outlook 20261 does not read like a research report. It…
Structure Is the Story: Rubner's 1H 2026 Review Says the Market Itself Has Changed
Citadel Securities' Scott Rubner opens his 21st semiannual Global Market Structure and Flows review1 with a deliberate inversion…
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.
Tech Dominance Grows, But the Rest of the S&P 500 Is Quietly Building Its Case
by AdvisorAnalyst.com Editorial Team The AI trade runs on nerves. Every sharp pullback over the past few years…
Beyond the Mag 7: Why Janus Henderson Says It's Time to Look Elsewhere
This isn't a story about seven stocks. It's a story about what happens when advisors and investors finally…
Two Centuries of Evidence: What History Really Says About Long-Term Returns
Deutsche Bank's sweeping new study spanning 56 economies and 200-plus years delivers some uncomfortable arithmetic for modern portfolios…
The Earnings Engine: How Brian Belski's 2026 Thesis Is Playing Out, Report by Report
From volatility as price of admission to SMID's second chance — five weeks of Belski Briefs tell a remarkably coherent story
SpaceX IPO: A Great Business at the Wrong Price
The SpaceX IPO is shaping up to be one of the most anticipated listings in a generation —…
The Rally Nobody Trusts—and Why It Keeps Going Anyway
Scott Rubner of Citadel Securities spent seven weeks in front of institutional investors across three continents. What he heard wasn't confusion. It was nervous consensus.
One Hundred Years of Evidence: David Booth on the Dataset That Democratized Investing
There are milestones that reshape civilization quietly, without fanfare. The 100-year anniversary of reliable U.S. stock market data…
Don't Trade the Headlines. Watch These Two Things Instead
Forward-looking analysis of the week's most important investment themes
3 Investing Principles And Why They Signal International Markets for 2026
by Richard Bernstein Advisors There are 3 tried and true investing principles: Earnings growth ultimately drives equity performance.…
Rob Arnott: Reinventing Cap-Weighted Indexing
by Rob Arnott and Lillian Wu, Research Affiliates Key Points By design, the structure of traditional cap-weighted index…
5 leadership lessons from top CEOs
by Martin Jacobs, Equity Portfolio Manager, Capital Group Culture eats strategy for breakfast, according to management guru Peter…
Uncovering Coiled Springs: Why Guardian’s Sam Baldwin Thinks Canadian Equities Are Ready to Pop
With U.S. mega-cap tech dominating headlines and hogging investor attention, it’s easy to forget there’s a whole world…
False Choices, Real Costs: Structural Flaws in the Growth–Value Duality
by Omid Shakernia & Que Nguyen, Research Affiliates Key Points This article is a companion to the longer…