Section
Markets
27348 posts
Joe Biden and the G7 Plan to Take on China. Will It Work?
by Regina Chi, VP, Portfolio Manager, AGF Management Ltd. When Joe Biden won the U.S. presidency last year,…
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...
Biggest Obstacle to Infrastructure Bill May Be Nancy Pelosi
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 July 26, 2021 Print Biggest Obstacle to…
Brace (But Not Too Much) for the CPI Roller-Coaster
by Guy Bruten, AllianceBernstein Hang on to your hat. There is a better-than-even chance that Australia’s second-quarter CPI…
Tech Talk for Monday July 26th 2021
by Don Vialoux, EquityClock.com The Bottom Line U.S. equity indices were slightly higher and the TSX Composite…
To divest or not to divest? We believe that’s the wrong question.
by Angie Santo-Walter, Russell Investments Originally published in partnership with the Association of Governing Boards of Universities and…
Investors' Risk Appetite Is at an All-Time High. That Could Be a Problem
by Frank Holmes, CEO, CIO, U.S. Global Investors Two months. That’s how long the pandemic-triggered recession lasted, from…
Federal Reserve Folly
by John Mauldin, Mauldin Economics Unneeded Fire Trucks Slamming the Brakes Force-Feeding Liquidity The Right Course Washington, DC,…
The Bulls Eat Bears for Lunch
by Hubert Marleau, Market Economist, Palos Management The S&P 500 closed at 4412 on Friday, up 85 points…
Monolithic Power Systems Inc. - (MPWR) - July 23, 2021
by SIACharts.com Monolithic Power Systems (MPWR), a producer of power modules for semiconductors, has soared up the…
The Federal Reserve’s Enormous Wild Card
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 July 23, 2021 Print The Federal Reserve’s…
Tech Talk for Friday July 23rd 2021
by Don Vialoux, EquityClock.com Technical Notes released yesterday at StockTwits.com@EquityClock S&P/TSX Technology iShares $XIT.CA moved above Cdn$53.88…
China’s Macro Prospects: Five Key Questions
Five topics to think about the policy and macro environment for the next few quarters. by Andy Rothman,…
Knowledge Vs. Experience: Why Most Investors Wind Up Losing
by Lance Roberts, RIA Knowledge vs. experience. When it comes to investing, such is what separates long-term success…
Only the Hodlvolk Survives
by Cole Smead, Smead Capital Management At a minimum, the latter part of 2020 and the first half…
Are the markets at a top?
The Fed's financial engineering could keep fueling markets for years. by Key takeaways Monetary policy has led to…
