Section
Insight
21625 posts
When Rates Rise, Read the Map
BMO Capital Markets economist Robert Kavcic joins Bipan Rai on the Open Outcry podcast1 to lay out a…
Open Models Aren’t Eating the AI Industry. They’re Growing It.
The question animating much of the current AI investment debate is not whether artificial intelligence will transform the…
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.
AI Buildout Drives Yields and Market Rotation
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree Last week’s market action reinforced a critical market driver: the AI buildout…
Wesbury: Friedman vs Woodford
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios Milton Freidman…
Energy Leads, CNQ Delivers: The Technical Picture Behind a Standout Rally
by SIACharts.com Canadian Natural Resources ranks 3 out of 62 in the S&P-TSX 60 Index Report’s Favored Green…
Half the Market Is Missing the Party
Market breadth has cracked beneath an S&P 500 sitting near all-time highs. What that divergence means for the…
What the Inflation Swap Market Sees Ahead
When surface-level data points in one direction and market-implied expectations point in another, the divergence is worth examining…
The Boom Is Borrowed
The velocity of S&P 500 earnings growth over the past year has unsettled even experienced market observers. But…
The Coverage Continuum: What Happens When Life Outgrows the Policy in the Drawer
Listen on The Move Most Canadians buy life insurance once — and the policy never moves again,…
Being Greedy When Mr. Market Doesn’t Understand
by Bill and Cole Smead, Smead Capital Management The year 2026 has shown that deeply out of consensus…
Bonds At 5%: Is The 10-Year Treasury Finally A Buy?
by Lance Roberts, RIA With the 10-year Treasury yield at its highest level since 2002, buying bonds at…
What the “SaaSpocalypse” Can Teach Investors About Narratives, Fundamentals, and Time Horizons
by Thomas Shipp, Head of Equity Research, LPL Research In this month’s edition of the Equity Research team’s…
Aging Gracefully
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “What is most important is that the…
Eli Lilly Is Outrunning the S&P 500. Can Its Rankings Catch Up?
by SIACharts.com Eli Lilly and Company (NYSE: LLY) has climbed 37 positions over the past month to rank…
Why the Best Advisors Ask the Hardest Questions
Listen on The Move The advisors who will thrive in the AI era are the ones willing…