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387 posts
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
Listen on The Move What if the firm disrupting the ETF industry launched 197 funds in its…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Gold Is No Longer a Commodity: Five Forces Reshaping Strategic Portfolios
In a wide-ranging conversation on The Meb Faber Show,¹ Inigo Fraser-Jenkins, Chief Investment Strategist at AllianceBernstein, works through…
Europe's Electricity Price Premium: A Structural Risk and a Multi-Year Investment Theme
Europe's electricity challenge has moved well beyond the realm of cyclical energy market disruption. In their August 2026…
Canada's Advantage: Defining Our Place on the Global Stage
Richard Fadden on trade, sovereignty, security, and the long game Canada must play
Can ChatGPT Accurately Forecast Stock Price Direction?
What happens when a language model turns out to be a better financial analyst than most investors —…
AI in Drug Discovery: The Wrong Keys to the Wrong Locks
The most seductive story in biotechnology right now is also, according to Daphne Koller, the most dangerous one.…
The $700 Billion Question: How Hyperscalers Turn Data Centers Into Returns
The numbers are almost impossible to contextualize. The four largest hyperscalers — Microsoft, Meta, Google, and Amazon —…
The 11% Problem: Why the Traditional Portfolio Has Run Out of Road
In a September 2026 LinkedIn essay, Raoul Pal argues that conventional portfolio construction has not merely underperformed1 but…
Higher Rates, Smarter Plays: Three Lessons the Market Has Forced Investors to Learn
BlackRock Investment Institute's Weekly Commentary dated August 31, 20261 arrives at a moment of genuine reckoning. Authored by…
Three Reasons to Worry — Or Not: NBI's CIO Office Sizes Up the Bull Market's Soft Spots
The summer of 2026 ended better than it began. After a turbulent July, most equity markets rebounded in…
Canada-U.S. Trade War Enters a New Phase as Fed Signals Patience on Rates
The week of August 31 brought two defining stories for markets: a deepening rift between Canada and the…
The Asymmetry Has Changed: Scott Rubner's September Warning
In a closely watched note published August 31, 2026, Scott Rubner, Global Market Intelligence lead at Citadel Securities,…
Potential Was Never the Problem: Europe's Investment Cycle Has Arrived
Allianz Global Investors' Andrew Koch, Grant Cheng and Carola Dorn make the case that Europe's long-promised investment cycle is no longer a forecast — it is a construction site.
One of the Most Important Policy Decisions of Our Lifetime?
There are moments when the messenger matters as much as the message. In a New York Times opinion…