Section
Insight
18472 posts
Why Japan Bounced Back
by Keita Kubota & Kei Okamura, Portfolio Managers, Neuberger Berman A huge market shock and a prime Minister…
3 investment ideas from second quarter earnings
by Mark Casey, Portfolio Manager, Christopher Lee & Betsy Lind, Equity Investment Analysts, Capital Group A spike in…
Expanding the Hunt for Attractively Valued Equities
by AllianceBernstein Global Equity Research When global equity markets tumbled in early August, investors got a glimpse of…
Economic Strength, Savings Weakness: The Unseen Dilemma of America’s Growth Story
by Hubert Marleau, Market Economist, Palos Management August 30, 2024 The Bureau of Economic Analysis (BEA) announced on…
Unlocking Alpha: The Power of High Relative Strength in SIA's Canadian 5-Stock Strategy
by SIACharts.com Dollarama is a prominent Canadian value retailer with over 1,000 locations. Led by Neil Rossy, a…
Split Share Corp. Primer: Tax efficiency for income investors. Built-in leverage for growth investors.
Can Split Shares Enhance Your Investment Portfolio? A Split Share Corp. is an investment corporation that takes a…
What Does a Rate Cut Mean for Stocks and Bonds?
by Adam Turnquist, Chief Technical Strategist, LPL Research With NVIDIA (NVDA) earnings now out of the way, investor…
Overbought Conditions Set Up Short-Term Correction
by Lance Roberts, RIA As noted in this past weekend’s newsletter, following the “Yen Carry Trade” blowup just…
Howard Marks: "Mr. Market Miscalculates"
by Howard Marks, Co-Chairman, Oaktree Capital In his book The Intelligent Investor, first published in 1949, Benjamin Graham,…
Michael Every: "Invidious"
Here are 6-7 key points from Michael Every's latest note from Rabobank, aptly titled "Invidious,": NVIDIA's Earnings and…
Brookfield Corp: Is This $925 Billion Giant Ready to Explode to $100?
by SIACharts.com Brookfield Corporation is a Canadian multinational company and one of the world's largest alternative investment management…
So Why Don’t You Own It?
Equity Investors Need Conviction in Underweights. by Christopher W. Marx, Global Head—Equity Business Development, Teresa Keane, Managing Director—Equities,…
When doves yell: Fed loudly signals a September rate cut
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Dovish meeting minutes - The minutes from the…
Have Commodities Hit Peak Bearishness? What Happens Next?
by Christopher Gannatti, CFA Global Head of Research, & Mobeen Tahir, Associate Director, Research, WisdomTree Key Takeaways Investor…
Sweet Spot
The Northern Trust Economics team adds coverage of Canada and Australia to its outlook for major market economies.…
