Section
Outlook
19888 posts
Inflation Mathematics
by William Smead, Smead Capital Management Dear fellow investors, Two major labor unions, the Dock Workers Union and…
What Is the Opposite of Confirmation Bias?
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Many investors say they anticipate a soft…
Jeremy Siegel: Strong Retail Sales and Rising Yields Signal Resilience
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Middle East, and Oil
Global oil markets are working through many disruptions. by Carl Tannenbaum, Chief Econmist, Northern Trust Jimmy Carter turned…
From Tailspin to Turnaround: SSR Mining Eyes $15 as Silver Shines
by SIACharts.com SSR Mining Inc., formerly Silver Standard Resources, is a Denver-based producer of gold, silver, copper, lead,…
60/40? A Second Opinion from GMO's Ben Inker
Join hosts Mike and Audrey in this first episode of Insight and Opinion as they explore the evolving relevance of the classic 60/40 portfolio strategy. They dive into Ben Inker's critical analysis from GMO1, which highlights the '60/40 autopilot problem' and proposes the Benchmark-Free Allocation Strategy (BFAS) as an adaptive investment approach.
The U.S. Economy is Red Hot
by Hubert Marleau, Market Economist, Palos Management October 18, 2024 A month ago, the Federal Reserve delivered to…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
Surprise! Economic Data Has Been Better Than Expected Lately
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research To say the U.S. economy has been difficult to…
Bastiat And The “Broken Window”
by Lance Robert, RIA In times of disaster and destruction, a common narrative often emerges that rebuilding efforts…
Picton Mahoney Q4/24 Investment Review & Outlook: Soft-Landing Odds Improved, But Largely Priced In
by David Picton, President and CEO, & Team, Picton Mahoney Asset Management Will An Asset Bubble and/or Inflation…
Mastering ETF Trends: A Quick Guide to Amplify Your Client Portfolios
by SIACharts.com In today's report, we will demonstrate a quick and simple strategy for advisors to identify new…
The language of clients: it’s different from yours
by Nancy Fahmy, Russell Investments Executive summary: Advisors may focus on performance, fund ratings, and metrics like beta…
Gold’s stars continue to align
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses gold may continue to…
Greed And How To Lose 100% Of Your Money
by Lance Roberts, RIA In the movies, greed is a trait often exhibited by the rich and powerful…
