Section
Outlook
20524 posts
The Inflationista Illuminati
by John Mauldin, Mauldin Economics Last week we published a chart of the Atlanta Fed’s GDPNow model, which…
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...
Market Correction Perspective: Is Selling Nearly Over?
by Adam Turnquist, Chief Technical Strategist, and Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial LPL Research explores the market…
The Market Illusion: Mike Green on Inflation, Geopolitics, and the Hidden Recession
If you stare long enough at the stock market, you may begin to believe it's telling you the…
Loblaw’s Stock Surge: How This Canadian Giant is Defying Market Turmoil
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to feature Loblaw Companies (L.TO).…
Becoming Your Client’s Financial MD: A New Advisory Mindset
by Ryan Krystopowicz, CFA, Director of Client Solutions, WisdomTree Key Takeaways Clients value personalized guidance—not just portfolio management.…
Quick Thoughts: Why are equity markets sinking?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute US policy uncertainties have rattled…
From Euphoria to Recession Fears Within a Month
by Hubert Marleau, Market Economist, Palos Management Last week, I ended my note to readers saying: “With almost…
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
Goeasy’s Steep Slide: Breaking Support and Heading for Trouble?
by SIACharts.com The chart of Goeasy (GSY.TO) has fallen both from an absolute and relative perspective, as highlighted…
Three Reasons we’re Overweight Japanese Equities
by Rick Friedman and John Thorndike, GMO LLC In a world of rich valuations and heightened geopolitical uncertainties,…
A Frenzied Week for Tariffs
Trade policy clarity is a long way off. by Carl Tannenbaum, Chief Economist, Northern Trust British Prime Minister…
Rebuilding resilience in 60/40 portfolios
by Jeffrey Rosenberg, Managing Director, & Team Systematic Fixed Income, BlackRock Key points Heightened fiscal, trade, and policy…
Been Here Before
by William Smead, CIO, Smead Capital Management Dear fellow investors, Investors who have come to us in the…
Global Markets Diverge: China and Europe Surge While U.S. Stocks Tumble
by SIACharts.com Focusing on weekly performance, several major U.S. stock market indices experienced declines over the past week.…
Quick Thoughts: Risk vs. uncertainty
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Weaker US economic data is…
