Section
Insight
19894 posts
TSX Gains: Is There More?
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments We are proudly Canadian; this is an awesome…
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...
Navigating Paradigm C: Darius Dale on Fiscal Dominance, Fed Policy, and the Future of Investing
A sweeping, data-driven diagnosis of the U.S. economy, policy regime shifts, and the investment strategies retail and institutional investors alike should be considering, according to 42 Macro's Darius Dale.
RBC Economics: Five Disruptors Shaping the U.S. Economy
The U.S. economy isnât following the script. Rates are high, but unemployment hasnât spiked. Tariffs are at century-long…
Accentureâs 42% Slide: When âValue Buysâ Turn Into Value Traps
by SIACharts.com In todayâs edition of the Daily Stock Report, we are going to provide an update on…
Resumption of Fed Easing Cycle Could Help Unlock Capital
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
Bill Smead: Back to Basics
by William Smead, CIO, Smead Capital Management Dear fellow investors, As summer comes to a close and life…
Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut -Â A weakening labor market and anchored inflation…
Will the Rally Continue? Yes.
by Hubert Marleau, Market Economist, Palos Management September 12, 2025 This week the S&P 500 touched 6587, only…
Forget the EVsâWhy Musk Thinks Teslaâs Real Gold Mine Is Robots
by SIACharts.com Tesla stock is climbing after Elon Musk said the companyâs humanoid robot, Optimus, could eventually become…
Many Happy (Fundamental) Returns
by Tom Hancock, Anthony Hene and Ty Cobb, GMO LLC There arenât many laws of investing, but our…
From Gray Areas to Green Lights: U.S. Digital Assets Enter the Mainstream
by Blake Heimann, Senior Associate, Quantitative Research, WisdomTree Key Takeaways In July 2025, the U.S. took a major…
Rob Arnott: Reinventing Cap-Weighted Indexing
by Rob Arnott and Lillian Wu, Research Affiliates Key Points By design, the structure of traditional cap-weighted index…
On My Mind: The sound of sameness
US job growth for the year through March 2025 has seen a significant downward revision. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for the economy, the US Federal Reserve and investors going forward.
Return Stacking and Managed Futures: Rethinking Diversification Without Sacrifice
For decades, managed futures have been a cornerstone of institutional portfoliosâquietly delivering uncorrelated returns and cushioning market shocks.…
Premium Priced, Under Pressure: Why ISRGâs Valuation Leaves No Room for Error
by SIACharts.com Shares of Intuitive Surgical Inc. (ISRG), once a highly favored stock within the SIA S&P 500…
