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Markets
27327 posts
Ubiquity, Complexity, and Sandpiles
by John Mauldin, Mauldin Economics Highlights Ubiquity, Complexity Theory, and Sandpiles Fingers of Instability A Stable Disequilibrium Sandpiles…
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...
Was That The Peak Of Economic Growth & Earnings?
by Lance Roberts, RIA Was the second quarter the peak of economic growth and earnings? If estimates are…
The Beginning of the Middle (Not the End)
by David Picton and Team, Picton Mahoney Asset Management Highlights • Likely at maximum policy stimulus and economic…
Time Is Money: Restoring Investor Confidence in Long-Term Cash Flows
by Frank Caruso, AllianceBernstein As equity style winds shift, investors are still debating the merits of growth versus…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week saw quiet summer trading volumes for…
Emerson Electric Co. - (EMR) - August 13, 2021 (Daily Stock Report)
by SIACharts.com Emerson Electric is a multinational conglomerate that operates under two business platforms: Automation Solutions…
Tactical asset allocation update: August 2021
by Alessio De Longis, Invesco Canada The global economy remains in expansion, but a near-term peak in the…
Quantitative Investing Gets Sentimental
by Grant Wang, M.A. (Econ.), Ph.D., CFA , AGF Management Ltd. It wouldn’t be wrong to characterize quantitative…
Tech Talk for Friday August 13th 2021
by Don Vialoux, EquityClock.com Technical Notes released yesterday at StockTwits.com@EquityClock While prices of a wide range of…
Fasten Your Seatbelts
The recovery has had its ups and downs, but the economy is moving in the right direction. by…
Commodities Could Get a Boost from $1 Trillion Infrastructure Plan
by Frank Holmes, CEO, CIO, U.S. Global Investors It may be time for investors to take a serious…
WWBD: What Would Bob Farrell Do?
by Michael Lebowitz, CFA, 720 Global WWBD? What Would Bob Farrell Do? The ten commandments are biblical rules…
Latest CPI Validates the Transitory Nature of Inflation Spikes
Falling demand will help limit the extent of more price increases. by Scott Minerd, Chief Global Strategist, Guggenheim…
Quick Thoughts: China’s New Regulatory Cycle
by Stephen H. Dover, CFA, Franklin Templeton Investments China is in the midst of a tightening regulatory cycle…
Tax and estate planning: What you need to know about gifting to family members (Part three)
by Invesco Tax & Estate team, Invesco Canada Our previous two blog posts talked about income tax implications…
