Section
Insight
20758 posts
Semis- Too Far, Too Fast… or Finally Catching Up?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Semiconductors, as an aggregate industry, are now up…
Why Energy-Driven Inflation Has the Fed Watching Expectations, Not Just Prices
By Sam Millette, Director of Fixed Income at Commonwealth Financial Network For the Federal Reserve (Fed), the real…
What Is the Market Actually Thinking?
Gavekal's Louis-Vincent Gave Offers Five Uncomfortable Explanations
The Inflation Diversification Problem: Why the 60/40 Playbook Is Breaking Down Again
Man Group's Edward Cole makes the case for equity market neutral strategies as the more durable diversifier in a world where bonds can no longer be trusted to protect portfolios.
The Portfolio Nobody Told You to Build
Listen on The Move What if the investing rules that protected you for 40 years just stopped…
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
This Overlooked Pharma Stock Just Crushed the S&P 500 by Nearly 3x
by SIACharts.com Viatris Inc. (VTRS) holds an SIA SMAX score of 8 out of 10, reflecting broad strength…
The Diversifier That Outperformed Bonds Every Time
The 60/40 portfolio had one job. Stocks for growth. Bonds for ballast. For the better part of four…
Fed Bias Shifts and Earnings Reinforce Bullish Outlook
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The Federal Reserve held rates steady as expected last…
Market Correction Risk: Why Summer 2026 Looks Risky
by Lance Roberts, RIA Collapsing breadth. Stretched positioning. The worst seasonal window of the year. The worst year…
W’s to V’s: Dip-buying in Market Recoveries
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments Pavlovian conditioning, discovered by giving dogs…
Wesbury: Chairman in Name Only
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
CVS Breaks Out: The Healthcare Giant Just Flashed a Powerful Bullish Signal
by SIACharts.com CVS Health Corp. is currently positioned 113th out of 505 within the SIA S&P 500 Index…
Paul Tudor Jones on AI Risk, Market Bubbles, and the Lessons of a Fifty-Year Career
When OSAM's Patrick O'Shaughnessy, host of Invest Like The Best, sits down with legendary investor Paul Tudor Jones,…
The Credit Cycle Turns: Carlyle's 2026 Warning for Private Credit Investors
The funding liquidity shock of Q1 2026 may not be a crisis — but Carlyle's Jason Thomas and…
Canada's Economy Holds Its Ground: February GDP Points to Quiet Resilience
Canada's economy continued to find its footing in February, with real GDP rising 0.2% — a result that…