Section
Insight
19895 posts
Immigration, Tariffs, and AI, Oh My!
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
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...
QSR’s $14B Debt Problem: Can Burger King, Popeyes & Tim Hortons Hold the Line?
by SIACharts.com The SIA Food and Beverage Sector continues to sit near the bottom of the unfavored zone…
Why Keynes’ Economic Theories Failed In Reality
by Lance Roberts, RIA A recent post from Daniel Lacalle, “How Keynesians Got The US Economy Wrong Again,”…
The Threat To Fed Independence
A compromised central bank will bring long-lasting risks.
Floating-Rate Strategies: How FRNs, Private Credit, MICs, and CLOs Are Redefining Fixed Income
The traditional 60/40 portfolio has been under pressure ever since the sharp reset in interest rates began in…
The Return of the Gold Standard
by Hubert Marleau, Market Economist, Palos Management September 5, 2025 John Maynard Keynes, the famous British economist, referred…
The Metal That Won’t Bend: Copper’s Inflation Warning—and the Stock Riding It Higher
by SIACharts.com Despite ongoing weakness in employment data suggesting broader economic softness, copper prices have remained notably resilient.…
Trade War Bite Shows Up in Canadian Jobs: RBC's Claire Fan on August’s LFS Print
Canada’s labour market just sent a clear signal: the trade war is no longer an abstract headline—it’s hitting…
Global Macro Insights: August 2025
Will the US dollar continue to weaken? Templeton Global Macro explores the global market and investment implications if the dollar’s decline continues.
Fall volatility favors gold
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the merits of increasing…
Investors Return From Summer Break: What’s Ahead for Fall?
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network After a volatile first four months of 2025, it…
A Philosophy of Investing
by John Mauldin, Mauldin Economics A Philosophy of Investing I was in Newport Beach two weeks ago doing…
Rising Tensions in Europe Spark Volatility Amid Political and Bond Market Uncertainty
by SIACharts.com After a subdued summer, volatility returned last week, sparked by a sharp selloff in European bonds…
Building the Future of Canadian ETFs: A Conversation with BMO’s Tammy Cash and Alain Desbiens
When it comes to the Canadian ETF industry, few names resonate more than Tammy Cash and Alain Desbiens. Between…
Take the Long Way Home: Is Housing Bottoming?
The housing market remains out of sync with the broader economy as affordability is depressed, but an improvement in supply and demand dynamics might be on the horizon.
