Section
investing
71 posts
The Capital Cycle as a Way of Seeing: Django Davidson on Deep Realities, AI, and the Fragility of Wealth
Tano Santos opens the season finale of Value Investing with Legends1 with characteristic candour, crediting two students, Christian…
The Wisdom at 80: Howard Marks on AI, Uncertainty, and the Art of Thinking Differently
By AdvisorAnalyst.com Editorial | July 2026 Howard Marks does not waste words. The chairman and co-founder of Oaktree…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Two Centuries of Evidence: What History Really Says About Long-Term Returns
Deutsche Bank's sweeping new study spanning 56 economies and 200-plus years delivers some uncomfortable arithmetic for modern portfolios…
Stock Market Bubbles Are Rarer Than You Think — 232 Years of Data Prove It
A landmark Yale study spanning U.S. market history from 1792 to 2024 challenges one of finance's most durable myths: that what goes up must come crashing down.
Tech Talk for Tuesday May 24th 2022
by Don Vialoux, EquityClock.com May 24 Technical Notes for yesterday Bank of New York Mellon $BK an…
Tech Talk for Monday May 23rd 2022
by Don Vialoux, EquityClock.com The Bottom Line U.S. equity markets closely are following their historic trend during…
Tech Talk for Friday May 20th 2022
by Don Vialoux, EquityClock.com Editor’s Note Next Tech Talk is released on Monday despite being a holiday…
Tech Talk for Thursday May 19th 2022
by Don Vialoux, EquityClock.com Technical Notes from yesterday Coca Cola $KO a Dow Jones Industrial Average stock…
Tech Talk for Wednesday May 18th 2022
by Don Vialoux, EquityClock.com Technical Notes for yesterday CGI Group $GIB.A.TO a TSX 60 stock moved above…
Tech Talk for Tuesday May 17th 2022
by Don Vialoux, EquityClock.com Technical Notes for yesterday Chevron $CVX an S&P 100 stock moved above $174.76…
Tech Talk for Monday May 16th 2022
by Don Vialoux, EquityClock.com The Bottom Line First technical sign of start of a possible intermediate bottom…
Tech Talk for Friday May 13th 2022
by Don Vialoux, EquityClock.com Technical Notes for yesterday Europe iShares $IEV moved below $44.33 extending an intermediate…
Tech Talk for Thursday May 12th 2022
by Don Vialoux, EquityClock.com Technical Notes for yesterday Industrial SPDRs $XLI moved below $93.09 extending an intermediate…
Tech Talk for Wednesday May 11th 2022
by Don Vialoux, EquityClock.com Technical Notes from yesterday Money Center U.S. Banks iShares $KBE moved below $46.01…
Tech Talk for Tuesday May 10th 2022
by Don Vialoux, EquityClock.com Technical Notes for Monday May 9th Dow Jones Industrial Average SPDRs $DIA moved…