Section
Insight
20961 posts
AI Is the Economy Now. Everything Else Is Noise.
by AdvisorAnalyst.com Editorial Team The U.S. economy entered the second half of 2026 not on the strength of…
What the Market Is Betting On: Mauboussin and Callahan's Framework for Reading Expectations
by AdvisorAnalyst.com Staff Every stock price contains a confession. Part of it admits what a company earns today.…
The End of the Options-Based Income ETF Trade-Off
Listen on The Move The options income ETF industry just crossed $1 trillion in assets — and…
Summer Seoulstice (Jurrien Timmer)
by Jurrien Timmer, Head of Global Macro, Fidelity Investments Asia tour 2026 It’s my first time to Seoul,…
The Rise of the American State-Owned Enterprise
by Jeff Weniger, CFA Head of Equity Strategy, & Kevin Flanagan Head of Investment and Fixed Income Strategy,…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Gold Looks Oversold. Is This the Contrarian Moment Investors Have Been Waiting For?
by Frank Holmes, CEO, CIO, U.S. Global Investors Gold has always had a way of testing investors’ expectations.…
Stock market outlook: 3 themes for the second half of 2026
by Christopher Buchbinder, Mark Casey, Rob Lovelace, Steve Watson, Capital Group KEY TAKEAWAYS Earnings growth, not sentiment, is…
The Warsh Fed—Return to Orthodoxy
Kevin Warsh came out as a hawk during his first press conference as Federal Reserve (Fed) chair. Franklin Templeton Fixed Income CIO Sonal Desai believes that he may be the most hawkish chair since Paul Volcker. Warsh stressed that the Fed can and will bring inflation back to 2%, and signaled his preference for a smaller balance sheet and no forward guidance—a welcome return to more orthodox monetary policy.
The Cost of Capital May Be Changing
by SIACharts.com The Signal Beneath the Headlines One of the more important developments for portfolio performance six months…
The E-T-F Framework: A Disciplined Approach to ETF Due Diligence
The proliferation of ETFs has created a paradox for advisors and investors alike: more choice, less clarity. The…
A Super El Niño Threatens Rolling Waves of Commodity-Driven Inflation
by Editorial Team, AdvisorAnalyst.com Schroders' David Rees and Sandeep Jaggi open with a framing distinct from a standard…
Seth Klarman Calls It: "I Think It Has Characteristics of a Bubble"
Seth Klarman does not need the legendary label CNBC's Sara Eisen attaches to him before their conversation even…
Tech's Cash Flow Tells the Truth: RiverFront Says the Party Isn't Over Yet
The questions piling into RiverFront Investment Group's inbox have a familiar ring to them — and Chris Konstantinos…
The G-Shaped Economy
by John Mauldin, Mauldin Economics This week is the final recap of the 2026 Strategic Investment Conference. I…
Low Chinese Demand for Foreign Oil Keeping Prices Low
by Jeffrey Roach, Chief Economist, LPL Research Will Oil Prices Return to Pre-War Levels? It Depends on China’s…