Section
Insight
19899 posts
Jurrien Timmer: Barbelled Bull (8/11/2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Up and to the Right Equities…
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...
BNY Mellon’s Breakout Run: Nearly 100% Gains and Still Climbing
by SIACharts.com SIA Charts’ relative strength rankings assist investors in identifying stocks that are outperforming their peers or…
How Smart Money Is Quietly Stacking Gold & Bitcoin with ReSolve's Mike Philbrick
Listen on The Move In a world where inflation, currency debasement, and geopolitical shocks threaten portfolios, what if…
Allocation Views: Can too much resiliency lead to fragility?
As global trade uncertainty recedes and macroeconomic conditions improve, investors face a complex landscape. This month's Allocation Views examines sustained equity-market momentum, driven by stronger economic activity and earnings, while cautioning against elevated valuations and unresolved tariff risks.
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
The Low Beta Boom: Sidestepping The Dotcom Bust
by Michael Lebowitz, RIA Following the release of our article The High Beta Melt Up- Echoes of 1999,…
Market Ethos: Earnings Deliver
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Second quarter earnings season is wrapping up, and…
Charter’s $20 Billion Slide: How Cord-Cutting Sparked One of the Biggest Stock Drops in Its History
by SIACharts.com Charter Communications (CHTR) stock has plunged, down around 18% in late July, after weak Q2 results…
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
Wesbury: As the Fed Turns
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
September Rate Cut Looms as Fed Doves Gain Sway
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
A Relief Rally or Reversal in the Dollar?
by Adam Turnquist & Jeffrey Buchbinder, LPL Financial The U.S. Dollar Index (DXY) has rebounded over the last…
CNR Hits the Brakes: Why the Rails Are Losing Steam While the TSX Surges
by SIACharts.com SIA Charts’ relative strength rankings help investors manage risk by identifying stocks and sectors that are…
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, “not quite.”
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…
