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Markets
28336 posts
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
When the AI Bubble Bursts, Don't Count on the US Consumer
Man Group's latest Views from the Floor surfaces a structural crack hiding in plain sight — and it has nothing to do with semiconductors.
SpaceX IPO: A Great Business at the Wrong Price
The SpaceX IPO is shaping up to be one of the most anticipated listings in a generation —…
Why Clients Get Stuck—and the Question That Changes Everything
How mastering the pivot point can take capital markets commentary from informative to motivating.
Equity Supply Surge: What Historically Comes Next
by Lance Roberts, RIA This past week, the market hit an all-time high. At the same time, Alphabet…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
The UAE Walks Out: What OPEC's Fracture Means for Oil Prices
Bill O'Grady of Confluence Investment Management argues the cartel's shrinkage sets the stage for a structural bearish shift in crude — once the Strait of Hormuz reopens.
The Dividend Mirage: When Cash Flow Stopped Mattering — and Why That Can't Last
There's a particular kind of market irony that only becomes visible over time. Six months ago, J. Keith…
ING Breaks Out: Why This Global Banking Giant Is Gaining Technical Momentum
by SIACharts.com ING Group N.V. appears to be exhibiting strong technical characteristics at present, supported by a SMAX…
America Was Always the Investment: Charles Ellis on the Bold Bets That Built a Nation
by AdvisorAnalyst.com Editorial Staff Charlie Ellis is 88 years old, still working full tilt, and still making the…
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
"Simple, But Not Easy": BMO GAM Builds the Alts Model Portfolio the Industry Has Been Waiting For
The concept is straightforward. The execution is anything but. BMO Global Asset Management's new alternatives model portfolios—built exclusively for BMO Private Investment Counsel—represent a structural step-change in how institutional-grade alternatives get delivered to wealth management clients.
The Whirlwind Is Upon Us: AI Mania Has Opened the Chamber of Dispersion
Owen Lamont of Acadian Asset Management sounds the alarm on historic market volatility — and what it means for active managers.
Global Equity Mid-Year Outlook 2026
Equity markets should remain supported by strong earnings and capital investment trends through 2026, but market concentration and macro risks leave less room for error.
Is Bad News Already Priced into the Bond Market?
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.
Bank of Canada Holds Again — But the Calm Has a Cost
RBC's Claire Fan unpacks the BoC's fifth consecutive hold and what the silence between the lines actually signals.