Section
Insight
19681 posts
Trump Wins Big One-Sided Trade Deals, But Inflation Is the Fly in the Ointment
by Hubert Marleau, Market Economist, Palos Management August 1, 2025 The U.S. has been transformed into a high-tariff…
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...
Cole Smead: Googling Earnings Quality
by Cole Smead, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, A wise man once said that…
Speculators should be wary. Investors should be licking their chops.
by Richard Bernstein, Richard Bernstein Advisors There have been two times in my career when speculation ran rampant,…
Where to invest on the yield curve
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
BMO’s Q3 2025 Playbook: Lean Into the Rally, But Keep One Eye on the Risks
If BMO Global Asset Management has one mantra heading into the back half of the year, it’s simple:…
Turbulence in Global Markets Amid Trade Policy Shifts
by SIACharts.com Global equity markets are contending with growing uncertainty, driven by a volatile mix of shifting investor…
Portfolio Benchmarking: 5-Reasons Underperformance Occurs
by Lance Roberts, RIA When markets decline—especially after long periods of sustained growth—the familiar advice resurfaces: “Be patient.…
Soft Landing in Sight—Will Central Banks Sit Tight?
by BeiChen Lin, Russell Investments Key Takeaways ECB sticks to 2% Trade deals agreed ahead of August 1…
Hot And Sour
A period of slower growth and increased uncertainty lies ahead.
Remembering Kevin McCreadie: A Legacy of Leadership, Loyalty, Level-Headed Investing—and a Current Take on Markets
When someone like Kevin McCreadie leaves us, it's not just a professional loss—it’s deeply personal. That sentiment echoes…
Sandstorm’s Golden Run: Can the Uptrend Survive a Shakeout?
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to highlight Sandstorm Gold Ltd…
From FANG to FOMO
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Everyone loves a great story. A proper tale…
Q2 Rebound is No Big Deal
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Weakness in housing ups the ante
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. The…
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…
