Section
Insight
19282 posts
Reflecting on 2024 – Awesome Returns, Surprising Resilience
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Let us all raise a glass and give a…
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...
Adobe's Stock Puzzle: Why Strong Fundamentals Can't Break the Downtrend
by SIACharts.com There has been considerable discussion recently about Adobe and its strong fundamental valuations, which may be…
The Alchemists: Michael Cembalest's Roadmap for the Uncertain Economic Future
Michael Cembalest’s 49-page 2025 outlook, The Alchemists,1 reads like an economic autopsy on policy experimentation. With a flair…
Fortifying Portfolios in Uncertain Times: Lessons from Picton Mahoney
In equity and bond markets increasingly punctuated by volatility and unexpected economic events, the traditional investment framework is…
2025: A Year of Promise and Paybacks
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Northern Trust: Random Thoughts
by Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon, Northern Trust Editor’s Note: Our team generates a lot of…
Equity Outlook: Preparing for Profound Policy-Driven Change
by Nelson Yu Head—Equities, AllianceBernstein Political uncertainty and volatility create fertile ground for active investors to find companies…
Sonders: It was a very good year
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Stocks are coming…
Raymond James Financial's Meteoric Rise: What the Charts Reveal About Its 46% 1-Year Surge
by SIACharts.com Today, we will review the chart of Raymond James Financial Inc. (RJF) and provide insights from…
Growth is from Mars, value is from Venus
by Owen A. Lamont, Ph.D., Senior Vice President, Portfolio Manager, Research, Acadian Asset Management There is no such…
Why Did the Stock Market Do So Well in 2024?
by Michael Antonelli, Market Strategist, Baird 2024 has been, by all measures, a spectacular year for the stock…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the Markets® U.S. | 1Q 2025" which focuses on:…
AI Mania, Trade Uncertainty, and Political Drama: What’s Next for the S&P 500?
by Hubert Marleau, Market Economist, Palos Management A Short Review January 3, 2025 Throughout last year, I maintained…
Natural Gas's Explosive Comeback: Why 2024's Top Commodity Could Supercharge EQT Corp.
by SIACharts.com Independent natural gas production company EQT Corp. (EQT), with operations focused in the Appalachian Basin, has…
Dissecting Our Discipline
by William Smead, CIO, Smead Capital Management Dear fellow investors, All portfolio managers practice a stock-picking discipline in…
