Section
Markets
26899 posts
Bigger yard, higher fence?
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.
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...
Can Tomorrow’s Natural Hazards Inform Today’s Investment Decisions?
by Patrick O'Connell, CFA, John Huang, CFA & Kathleen Dumes, CFA, AllianceBernstein New research connects intensifying natural perils…
Economic Data Surprises, While China Tensions Resurface
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Wesbury: GDP Up, Inflation Down
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Streaming Gold from Silver: WPM’s Quiet Climb Just Got Loud
by SIACharts.com Shares of Wheaton Precious Metals Corp. (WPM.TO) have now moved to the top position in the…
The Comeback Chipmaker: Lam Research’s Bullish Pattern Is Hard to Ignore
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in stocks which are outperforming their peers…
Confusing Correlations: What’s Really Behind Them?
by Laura Fried, Macro Portfolio Research Strategist, Multi-Asset, Neuberger Berman In recent weeks we’ve witnessed extreme (and at…
Where Have All the (Duration) Buyers Gone?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research It has seemingly been a one-way move higher in…
Ray Dalio Is Predicting A Financial Crisis…Again.
by Lance Roberts, RIA Ray Dalio, the former head of Bridgewater Associates, is back in the media, trying…
Obituary of the US Dollar as the Sole Lifeblood of the World Economy
by Hubert Marleau, Market Economist, Palos Management A few days ago, Donald Trump told the Americans that “if…
Is Apple Losing Its Shine? Relative Strength Dives as Rivals Rally
by SIACharts.com Shares of Apple Inc. (AAPL) have come under pressure recently, in contrast to stronger-performing technology peers.…
Are the Bond Vigilantes Ready to Ride Again?
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network "I used to think that if there was reincarnation,…
No Hard Feelings: Soft vs. Hard Divide Persists
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. There is still…
The Stealth Bear Market
by Lance Roberts, RIA Is this a “stealth” bear market? Of course, you may be asking yourself what…
Jurrien Timmer: Pattern Recognition (week of 5/27/2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Setting Boundaries (for a new trading…
