Section
Insight
19277 posts
The 60/40 Model and The Elephant in the Room
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
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...
Thomson Reuters Faces Resistance: A Technical Look at TRI.TO’s Potential Breakout or Breakdown
by SIACharts.com Thomson Reuters had been in the favored position within the SIA S&P/TSX 60 Index Report for…
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Street’s return estimates for 2025 for the…
Inflation Tames, Economy Gains: A Resilient Start to 2025
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Stephen Dover: Trump day 1–Implications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Yesterday, Donald Trump was inaugurated…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…
Tariffs, Trump, and Dairy Drama: The Crumbling Outlook for Canada's Protected Producers
by SIACharts.com Supply management in Canada, introduced in 1972, regulates dairy, chicken, turkey, and egg prices through production…
No More Trailers, Its Show Time
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Trump 2.0 starts next week, and everyone is sure…
Tactically Bearish As Risks Increase
by Lance Roberts, RIA In last week’s discussion with Thoughtful Money, I noted that we are becoming more…
Bonds – The dual benefit
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Periodic Table of Commodities Returns 2024
by Frank Holmes, CEO, CIO, U.S. Global Investors At the start of every year, we publish our popular…
From Bad to Worse: What Rogers’ Slide Teaches Us About Rules-Based Investing
by SIACharts.com Rogers Communications Inc. (RCI.B.TO) serves as an excellent example of the effectiveness of the SIA Platform…
Three investor watchpoints during the incoming U.S. administration’s first 100 days
by Paul Eitelman, Russell Investments Executive summary: The incoming U.S. administration of President-elect Donald Trump may make significant…
Schwab Market Perspective: Markets vs. Economy
by Liz Ann Sonders, Kathy Jones, & Jeffrey Kleintop, Charles Schwab & Company Ltd. Strong U.S. economic data…
Markets Driven by Multiple Expansion Have Been Durable
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments There was no “Santa Rally”; December was a…
