Section
Stocks
4059 posts
When Rates Rise, Read the Map
BMO Capital Markets economist Robert Kavcic joins Bipan Rai on the Open Outcry podcast1 to lay out a…
Open Models Aren’t Eating the AI Industry. They’re Growing It.
The question animating much of the current AI investment debate is not whether artificial intelligence will transform the…
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.
Energy Leads, CNQ Delivers: The Technical Picture Behind a Standout Rally
by SIACharts.com Canadian Natural Resources ranks 3 out of 62 in the S&P-TSX 60 Index Report’s Favored Green…
Half the Market Is Missing the Party
Market breadth has cracked beneath an S&P 500 sitting near all-time highs. What that divergence means for the…
The Boom Is Borrowed
The velocity of S&P 500 earnings growth over the past year has unsettled even experienced market observers. But…
Being Greedy When Mr. Market Doesn’t Understand
by Bill and Cole Smead, Smead Capital Management The year 2026 has shown that deeply out of consensus…
The Mea Culpa Moat
How Frontier AI Labs Are Turning Safety Confessions Into Competitive Weapons
Currents and Crosscurrents: Biotech’s Complicated Moment
The biotech sector enters the fourth quarter of 2026 carrying a paradox in its pocket: a strong year…
Panic Is Not a Strategy—Nor Is Greed
Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
The Return of Pricing Power
In their latest High-Conviction Views report1, Janus Henderson's Richard Bernstein, Chris Benway, and Michael Talaga make a case…
Why Freight Rates Are Soaring, and What the Shipyard Boom Means for Investors
by Frank Holmes, CEO/CIO, U.S. Global Investors Last week, a supertanker loading crude in the Gulf of Oman…
Fundamentals in Focus: Rubner's Case for Selective Conviction
After months defined by macro headlines, positioning resets, and shifting AI narratives, the catalyst calendar has rotated back…
AI Capex, Required Revenues, and What the Market Is Actually Pricing
Goldman Sachs Research sizes the revenue test for an $800 billion infrastructure buildout, maps the valuation reset across…
Not Every Hike Kills the Bull
Jeff Schulze, Head Investment Strategist at the Franklin Templeton Institute, makes the case that today's tightening cycle is…
Diversifying with Bonds
by Craig Basinger & Derek Benedet, Purpose Investments I know you are probably sitting there saying ‘what diversification?’,…