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Markets
26898 posts
Wesbury: Thoughts on Inflation
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...
Jobs Report Yields Sigh of Relief
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Inside the Mind of Tony Davidow: Why Private Markets Matter More Than Ever
For once, Tony Davidow found himself on the other side of the microphone. In a special episode of…
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it down—simply, sharply, and with implications you can’t ignore. “When the facts change, I change…
From Forgotten to Favored: Why Rockwell (ROK) Is the Automation Stock No One Saw Coming
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in stocks which are outperforming their peers…
Does Consumer Spending Drive Earnings Growth?
by Lance Roberts, RIA It would seem evident that most investors would understand that consumer spending drives economic…
Mid-Year Outlook: International Stocks and Economy
by Jeffrey Kleintop & Heather O' Leary, Charles Schwab & Company Ltd. Investors may revisit international exposure in…
Mr. Crypto Goes to Washington
by Hubert Marleau, Market Economist, Palos Management June 6, 2025 A large number of my readers want to…
Breakout Alert: Sibanye Stillwater Surges as Battery Metal Bet and ESG Push Fuel Rally
by SIACharts.com Shares of Sibanye Stillwater (SBSW) have climbed to the top of the SIA International ADR Report…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, it’s getting harder for investors…
When $9 Trillion Gets Cold Feet: Rupert Mitchell on the Great Unwind of America’s Market Dominance
“You’ve got $9 trillion worth of European pension money sitting in US equities… try parking a trillion dollars…
The Consumer Hangs In
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Amid changing policy dynamics, fluctuating markets and…
The Long Game: Why Private Markets May Thrive in Market Turmoil
by Alexander Chaloff, Chief Investment Officer, Head of Investment & Wealth Strategies, AllianceBernstein Private investments demand patience, but…
Fixed Income Outlook: Cool and Cloudy
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Bouts of volatility may continue in…
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
