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27372 posts
The Supermajor Era in Homebuilders
by Will Keenan, Analyst, Smead Capital Management Dear fellow investors, The excesses of the 2000s subprime housing bubble…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Global Macro Insights: September 2025
Politically influenced actions, mostly out of the United States, continued their influence on global economies and markets during September. Get an overview of the impacts and related investment implications from Templeton Global Macro.
High yield bonds: Can tight credit spreads persist?
Fixed Income Portfolio Managers Brent Olson and Tom Ross consider current credit spread levels and offer reasons why they could remain rangebound for some time.
Liz Ann Sonders: Record Highs, Thin Ice—The Mag 7 Mirage Beneath the S&P
by Liz Ann Sonders, Kevin Gordon, Charles Schwab and Company LIZ ANN SONDERS: Hi, everyone. I am Liz…
Canada’s Big Comeback: Markets, Momentum, and Major Projects
By the time September 2025 rolled around, the markets looked a lot like the season itself—unexpectedly vibrant. At…
Defying gravity
by Richardson GMP Research Bucking the September trend Q4 outlook – mildly defensive Less Canada More international –…
Is the High-Beta Train on the Right Track for Long-Term Investors?
by AllianceBernstein Research US equity markets have been on a roll in recent months, but what’s been…
Canada’s Trade Gap Widens as Tariffs Shake Confidence — But the Worst May Be Over
A Tariff Hangover Hits Canada’s Trade Balance Canada’s trade deficit swelled to $6.3 billion in August, marking the…
Beauty Reawakens: Estee Lauder’s Chart Shows Signs of a Major Turnaround
by SIACharts.com In today’s edition of the Daily Stock Report, we highlight a new name that has recently…
Investing at the intersection: Infrastructure + AI
by Blackrock Fundamental Equities Infrastructure investing, once considered a niche play, is now at the center of the…
The Case for Balancing AI Optimism with Gold Realism
by Frank Holmes, CEO, CIO, U.S. Global Investors Are artificial intelligence (AI) and Magnificent 7 stocks in a…
Gen Z Uprising
Labor markets are not keeping pace with young adult populations.
Bear Market Losses – A Dangerous Illusion
by Lance Roberts, RIA When bear market losses occur, headlines talk in percentages: “The market dropped 20 %.” Investors nod. A…
From Rust to Rocket Fuel: ArcelorMittal’s 10-Year Breakout Signals a Global Steel Revival
by SIACharts.com Shares of ArcelorMittal SA ADR (MT) have been marching higher, with performance now standing at 13.73%…
Q4 2025 Outlook – Happy Markets
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments At the three-quarter mark, how could we sum…
