Section
Outlook
21031 posts
CPI Opens Door for Fed Rate Cuts, Although Pressure Hovers
by Jeff Buchbinder, Chief Equity Strategist, LPL Research Additional content provided by John Lohse, CFA, AVP, Research. July’s…
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...
Key developments to watch that may lead to increased volatility
by Larry Adam, CIO, Raymond James Key Takeaways The Fed confronts a dilemma as hiring slows while inflation…
Richard Bernstein: Charts for the beach (08/14/2025)
by Richard Bernstein, Richard Bernstein Advisors It’s been a hot summer in New York City, and the markets…
Don’t Look Down: Walking the Fine Line Between Fear and Greed in 2H2025
Three takes: Goldman Sachs, Man Group, and Robeco—What they're all seeing, and where they disagree, with a side-by-side view
A 20,000-Foot Perspective: Can Bonds and Equities Both be Right?
by Maya Bhandari, Chief Investment Officer, Multi Asset Strategies - EME, Neuberger Berman The combination of stagflation concerns…
Meme Stock Trading & Livermore’s Approach To Speculation
by Lance Roberts, RIA Meme stock trading has returned in force. As discussed last week, the fear of…
Time to Find Out: What Tariffs, Earnings and the Fed Are Really Telling Us
by Samuel Rines Macro Strategist, Model Portfolios, WisdomTree FaST (Few Sentence Takeaway): Markets were supposed to stumble under…
Jurrien Timmer: Barbelled Bull (8/11/2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Up and to the Right Equities…
BNY Mellon’s Breakout Run: Nearly 100% Gains and Still Climbing
by SIACharts.com SIA Charts’ relative strength rankings assist investors in identifying stocks that are outperforming their peers or…
Allocation Views: Can too much resiliency lead to fragility?
As global trade uncertainty recedes and macroeconomic conditions improve, investors face a complex landscape. This month's Allocation Views examines sustained equity-market momentum, driven by stronger economic activity and earnings, while cautioning against elevated valuations and unresolved tariff risks.
Europe's Economic Future: A Bright Spot?
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
The Low Beta Boom: Sidestepping The Dotcom Bust
by Michael Lebowitz, RIA Following the release of our article The High Beta Melt Up- Echoes of 1999,…
Market Ethos: Earnings Deliver
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Second quarter earnings season is wrapping up, and…
Charter’s $20 Billion Slide: How Cord-Cutting Sparked One of the Biggest Stock Drops in Its History
by SIACharts.com Charter Communications (CHTR) stock has plunged, down around 18% in late July, after weak Q2 results…
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
