Section
Insight
19277 posts
Adam Turnquist: Updated Sector Views
by Adam Turnquist, Chief Technical Strategist, LPL Financial Equity markets are off to a solid start in 2025.…
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...
Key considerations for investors as markets surge
by BeiChen Lin, Russell Investments Executive summary: Equity markets are hovering near all-time highs in the U.S., Canada,…
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
As Always, It's About Inflation
by Hubert Marleau, Market Economist, Palos Management February 14, 2025 The U.S. is not a Democracy: It’s a…
Natural Gas is on Fire: The 106% Rally No One Can Ignore
by SIACharts.com Another week of trading is in the books, and we find the Natural Gas Continuous contract…
AI Stocks Took a Victory Lap Right Back to the Starting Line
by Nick Mersch, CFA, Portfolio Manager, Purpose Investments “There are decades where nothing happens; there are weeks where…
Large Cap Growth is Cheaper than You Think
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The recent buzz around a certain AI company…
Valuations, Bubbles and the Stories We Tell Ourselves
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Market valuations are driven as much by…
European stock valuations are knocking—answer
by Mandana Hormozi, & Tim Rankin, Portfolio Managers, Research Analysts, Franklin Mutual Series Franklin Mutual Series sees value…
The Silent Revolution: How China’s Tech Sector Is Catching Up to the Magnificent 7
by SIACharts.com China is making significant strides in both the AI and semiconductor sectors, signaling growing independence and…
Consumer Prices Impacted by Bird Flu
by Jeffrey J. Roach, Chief Economist, LPL Financial Key Takeaways Annual inflation accelerated up to 3.0% in January from…
The state of the energy transition: Where are we now?
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson While the politics of climate are changing, the prevailing…
Merger Arbitrage: The Stars Could Be Aligning
by Scott Schefrin and Eugene Smit, AllianceBernstein Is an M&A boom brewing? There’s a shift underway in the…
Beyond 60/40: How the RGBM ETF Helps Investors Keep Their Core and Expand Returns
For decades, investors have faced a fundamental challenge: how to effectively diversify their portfolios without sacrificing returns. The…
Wall Street’s Silent Warning: Why JNJ’s Chart Signals a Major Breakdown
by SIACharts.com Today, we will look at the weakest sector in the SIA Sector Report, which is the…
