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Insight
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False Choices, Real Costs: Structural Flaws in the Growth–Value Duality
by Omid Shakernia & Que Nguyen, Research Affiliates Key Points This article is a companion to the longer…
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...
Bayer's $11B Blunder May Be Turning Into a Breakout
by SIACharts.com Shares of Bayer have spent the past 9 years in a downtrend, falling from $28 to…
Uncertainty Squared
by John Mauldin, Mauldin Economics Collective Thinking Thoughts on Tariffs and Inflation Front Running “The Only Viable Tool”…
US rally relieves—but does not reassure
US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.
Tariff Headwinds Manageable as AI and Earnings Drive Gains
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Above the Noise: Fed chair, rising prices, and policy winners
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Fed independence matters - If markets perceive the Federal Reserve…
Uranium Ignites: Energy Fuels Rockets 54% in Weeks
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in sectors where money flow trends are…
Stablecoins: Uncle Sam’s New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing ‘fiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
Federal Reserve: Tension Building
by Carl Tannenbaum, Chief Economist, Northern Trust Central bank independence is paramount. The Marriner Eccles Building, home to…
Lululemon's Slide: Why the Yoga Giant's Stock Is Breaking More Than a Sweat
by SIACharts.com Technical trouble may continue to stack against Lululemon Athletica stock, with shares showing a -19.20% return…
Fiscal Dominance Will Rule the Federal Reserve
by Hubert Marleau, Market Economist, Palos Management July 25, 2025 Hard-rock Republicans are intensifying pressure in a distasteful…
“A Pause, Not a Pivot”: The Bank of Canada is Poised to Wait-and-See Amid Sticky Inflation and Shaky Growth
With inflation heating up again and economic growth stuck in neutral, the Bank of Canada looks set to…
Oil is probably not the market’s biggest threat
In this article, Russ Koesterich discusses the recent movement in oil prices and the commodity’s relationship to stocks within the broader economy
Retail Speculation Is Back With A Vengeance
by Lance Roberts, RIA Retail speculation is once again gripping the markets. A recent Wall Street Journal article…
