Section
Outlook
21055 posts
Portfolio Benchmarking: 5-Reasons Underperformance Occurs
by Lance Roberts, RIA When markets declineâespecially after long periods of sustained growthâthe familiar advice resurfaces: âBe patient.…
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...
Soft Landing in SightâWill Central Banks Sit Tight?
by BeiChen Lin, Russell Investments Key Takeaways ECB sticks to 2% Trade deals agreed ahead of August 1…
Hot And Sour
A period of slower growth and increased uncertainty lies ahead.
Remembering Kevin McCreadie: A Legacy of Leadership, Loyalty, Level-Headed Investingâand a Current Take on Markets
When someone like Kevin McCreadie leaves us, it's not just a professional lossâitâs deeply personal. That sentiment echoes…
Sandstormâs Golden Run: Can the Uptrend Survive a Shakeout?
by SIACharts.com In todayâs edition of the Daily Stock Report, we are going to highlight Sandstorm Gold Ltd…
From FANG to FOMO
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Everyone loves a great story. A proper tale…
Q2 Rebound is No Big Deal
by Brian S. Wesbury â Chief Economist & Robert Stein, CFA â Deputy Chief Economist, First Trust Portolios…
Weakness in housing ups the ante
by Eugenio J. AlemĂĄn, Chief Economist, Raymond James Chief Economist Eugenio J. AlemĂĄn discusses current economic conditions. The…
False Choices, Real Costs: Structural Flaws in the GrowthâValue Duality
by Omid Shakernia & Que Nguyen, Research Affiliates Key Points This article is a companion to the longer…
Bayer's $11B Blunder May Be Turning Into a Breakout
by SIACharts.com Shares of Bayer have spent the past 9 years in a downtrend, falling from $28 to…
Uncertainty Squared
by John Mauldin, Mauldin Economics Collective Thinking Thoughts on Tariffs and Inflation Front Running âThe Only Viable Toolâ…
US rally relievesâbut does not reassure
US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.
Tariff Headwinds Manageable as AI and Earnings Drive Gains
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Above the Noise: Fed chair, rising prices, and policy winners
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Fed independence matters -Â If markets perceive the Federal Reserve…
Uranium Ignites: Energy Fuels Rockets 54% in Weeks
by SIACharts.com SIA Chartsâ relative strength rankings help investors identify opportunities in sectors where money flow trends are…
