Section
Markets
26790 posts
Risk vs. Refuge: Why Gold’s Climbing While Bitcoin’s Tripping
by SIACharts.com In the ever-evolving world of investment, gold and Bitcoin represent two distinct yet influential assets, often…
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...
Quick Thoughts: The end of the free trade era
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Why the new Trump tariffs…
Hard or Soft Data?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments Most perceptions regarding investing are created by…
Jurrien Timmer: A Study in Contrasts (Week of 3/31/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company This information is provided for…
A Deep Dive on AI: AGF Leaders Weigh In on Market Disruptions and Opportunities
Navigating AI’s Impact on Markets “We’re still in the early innings.” That’s the assessment from AGF Portfolio Manager…
From $83 to $154: The Gold Miner That Won’t Quit
by SIACharts.com The last time we highlighted Agnico Eagle Mines Ltd (AEM.TO) in our Daily Stock Report was…
The Price You Pay: Valuation Evaluation
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Amid a market…
Staying focused through tariff uncertainty and market jitters
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways US stocks - Uncertainty contributed to a significant…
Capitalism’s Chemical Crisis Creeps Closer, Quietly
Why Jeremy Grantham Thinks We’re Poisoning Ourselves Out of Capitalism – and What Investors Must Do Next By…
One Sector Stands Alone—And It Might Be Your Best Bet for What’s Next
by SIACharts.com Building on our prior teaching on the SIA Sector Scopes, today we have taken a snapshot…
The Ergodic Gambler: Why Your Portfolio is Not What You Think It Is
"[Ray] Dalio tends to say you can have 16 uncorrelated return streams. That’s just categorically untrue." Mutiny Fund's…
Are the tides rising for European equities in 2025?
by Robert Schramm-Fuchs, Portfolio Manager, Janus Henderson Is Europe at a turning point? European Equities Portfolio Manager Robert…
Inflation, the Fed, and the Markets
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Growth Stocks Lead Selloff Amid Trade Fears
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Google It: Recession is Trending
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Much like the last few weeks, we’re back…
