Section
Markets
26765 posts
The Trump Put Reloaded: When One Word Wags the Market
It took just one word. āPause.ā Not ārescind,ā not ārepeal,ā not āreverse.ā Just a fleeting, monosyllabic lull in…
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...
Trade War Will Take A Toll
by Carl Tannenbaum, Chief Economist, Northern Trust Can the U.S. economy weather the shock of tariffs? The theme…
The Consumer Is Tapping Out
by Lance Roberts, RIA The recent implementation of tariffs has the media buzzing about increased recession odds as…
Nonsense and Sensibility
by David Benedet, Portfolio Manager, Purpose Investments For some, the famous Jane Austen book Sense and Sensibility was…
Time to Cut Rates
by Brian S. Wesbury ā Chief Economist & Robert Stein, CFA ā Deputy Chief Economist, First Trust Portfolios…
CVS Breaks Out as Health Care Heats Up
by SIACharts.com The SIA U.S. Health Care Providers ETF has shown strong resilience during the recent stock market…
First Principles in the Face of Uncertainty
by Jeff Blazek, CFA, Co-CIO, Multi-Asset Strategies, and Erik L. Knutzen, CFA, CAIA, Co-CIO, Multi-Asset Strategies, Neuberger Berman…
Tariffs: In An Ownership Society
by William Smead, CIO, Smead Capital Management Dear fellow investors, Over the last 15 years, the United States…
Howard Marks: Nobody Knows (Yet Again)
by Howard Marks, Vice-Chairman, Oaktree Capital On Monday, September 15, 2008, shortly after the close of the New…
Sonders: Upside Down(side): Markets' Wild Rides
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. Markets have had…
Lundin Gold Breaks OutāHereās What the Charts Say Next
by SIACharts.com Today, we are going to highlight Lundin Gold Inc (LUG.TO) in our Daily Stock Report. This…
A Week Of Whiplash
by Carl Tannenbaum, Chief Economist, Northern Trust The reciprocal reprieve does not alter the tectonic shift in the…
Schwab Market Perspective: Hard Turn on Tariffs
by Liz Ann Sonders, Kathy Jones, & Jeffrey Kleintop, Charles Schwab & Company Ltd. Markets swung widely after…
Neuberger Berman: Q2 2025 Equity Market Outlook
by Neuberger Berman While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring…
Thank You Jamie Dimon & Bill Ackman for the Volte-Face
by Hubert Marleau, Market Economist, Palos Management April 5, 2025. Last week, I wrote: āA reader reminded me…
