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Outlook
20519 posts
While the Market Crashed, This Old-School Stock Quietly Soared 36%
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to feature AT&T Inc (T).…
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...
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet on Global Outlook
Listen on The Move Summary In this timely episode of Insight is Capital, Pierre sits…
The World’s Most Dangerous Game of Chicken
by Nick Mersch, CFA, Associate Portfolio Manager, Purpose Investments People thought Trump was playing 4D chess. Instead, he’s…
Understanding CTAs: The Structural Core of Modern Liquid Alternatives
Why Commodity Trading Advisors Deserve a Prominent Seat at the Alternatives Table In an investment climate increasingly shaped…
Thursday’s Post-Mortem
by Cole Smead, CFA, Smead Capital Management Dear fellow investors, We want to ensure our investors know that…
Push It to the Limit
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Well, this was a week. In financial markets,…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
From Oversold to Overachiever: WNS Breaks Out With a 10/10 Score
by SIACharts.com Shares of WNS Holdings have once again percolated to the top of the SIA International ADR…
Why Consumer Spending Matters As Markets Struggle
by Alexander Cousley, Russell Investments Key takeaways: U.S. recession risks have increased U.S. government bonds are rallying The…
Wesbury: Tariffs, the Economy and Stocks
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Jurrien Timmer: Are we there yet? (04/06/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Please note, this report was…
Markets, Multiples, and Macro Mayhem: Jeremy Siegel Weighs In
As geopolitical storms brew and policy signals blur, markets have found themselves navigating an increasingly volatile terrain. In…
From Takeoff to Turbulence: How SIA’s Signal Saved Investors from a 33% Drop in UAL
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to feature United Airlines Holdings…
Strategic Crossroads: Navigating the Trade Recalibration and Its Macro Reverberations
The geopolitical and economic landscape took a decisive turn last Wednesday, when the U.S. administration unveiled a sweeping…
Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: “The bottom line is…
