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27327 posts
Part 1: Inflation – Tall Tales and True Causes
by James Montier and Philip Pilkington, GMO LLC Executive Summary Inflation is often a poorly understood concept, with…
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...
Quail Pricing in Oil Assets
by Cole Smead, Smead Capital Management On the insistence from a friend and a colleague, I watched the…
Eurovision: Scores of Return Potential
by Katrina S. Dudley, CFA, Franklin Templeton Investments Check out our “Talking Markets” podcast for more from Katrina…
Pfizer Inc. - (PFE) - August 17, 2021 (Daily Stock Report)
by SIACharts.com 4 months ago, Drug company Pfizer Inc. (PFE) sat at the bottom of the SIA S&P…
Joe Biden’s Three Constituencies; the Fed Nears a Decision
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere August 17, 2021 Print YESTERDAY’S SPEECH…
Tech Talk for Tuesday August 17th 2021
by Don Vialoux, EquityClock.com Technical Notes released yesterday at StockTwits.com@EquityClock South Korea iShares $EWY moved below $85.62…
As Supply Chain Issues Clear, Inflation Pressure Will Lessen
by Scott Brown, Ph.D. Chief Economist, Raymond James We have production bottlenecks and supply shortages in every economic…
Is U.S. inflation starting to slow?
by Shailesh Kshatriya, Russell Investments On the latest edition of Market Week in Review, Director of Investment Strategies…
Capitalism vs. Socialism
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios As we wrote last…
The U.S. Federal Reserve’s foreshadowing may help avoid another ‘taper tantrum’
by Kristina Hooper, Invesco Canada Weekly Market Compass: The U.S. Federal Reserve (Fed) is talking a lot about…
Shopify Inc. - (SHOP.TO) - August 16, 2021 (Daily Stock Report)
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to take a…
Can Biden Survive This?
by Greg Valliere, AGF Management Ltd. THE CRITICISM HAS BEEN WITHERING — with good reason — as the…
Tech Talk for Monday August 16th 2021
by Don Vialoux, EquityClock.com The Bottom Line U.S. and Canadian equity indices were slightly higher again last…
Five Questions to Ask Your Muni Bond Manager
by Terrance Hults, AllianceBernstein Today’s complex, fragmented, fast-moving muni market is rapidly outpacing the capability and capacity of…
Schwab Market Perspective: The Next Phase
by Liz Ann Sonders, Jeffey Kleintop, Kathy Jones, and Kevin Gordon, Michael Townsend, Charles Schwab & Company Ltd.…
