Section
Stocks
3525 posts
Remembering Kevin McCreadie: A Legacy of Leadership, Loyalty, Level-Headed Investing—and a Current Take on Markets
When someone like Kevin McCreadie leaves us, it's not just a professional loss—it’s deeply personal. That sentiment echoes…
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...
Bayer's $11B Blunder May Be Turning Into a Breakout
by SIACharts.com Shares of Bayer have spent the past 9 years in a downtrend, falling from $28 to…
Uranium Ignites: Energy Fuels Rockets 54% in Weeks
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in sectors where money flow trends are…
The mid-cap opportunity: Looking beyond mega-cap momentum
As the US equity market continues to evolve, mid-cap stocks are emerging as a compelling investment opportunity, according to Dina Ting, Head of Global Index Portfolio Management. She believes this market segment is in a unique position to capitalize on domestic manufacturing growth, infrastructure development and technological advancements.
We’re in Good Company
by William and Cole Smead, Smead Capital Management When you have a significant underperformance period, investors have a…
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
After the Climb: Watching for What Could Change
by SIACharts.com Markets have seen a strong run in recent months. Over the past three months, the Nasdaq…
“Driving Blindfolded or Playing to Win?” — JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
From $30 to $168: Shopify’s Monster Comeback Signals Bullish Breakout Ahead
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in stocks which are outperforming their peers…
Micro-Economic Theory Is Less Contradicting than Macro
In this sharp, provocative dispatch, Palos Management’s Hubert Marleau dives deep into the paradox of today’s market resilience.
Staying the Course: Resisting Temptation in Volatile 2025 Markets
by Teresa Keane, Managing Director—Equities, Walt Czaicki, CFA, Senior Investment Strategist—Equities, AllianceBernstein Volatility often evokes emotional responses from…
Dead Investors Society
by William and Cole Smead, Smead Capital Management Robin Williams starred in the 1989 classic movie, Dead Poets…
Market Ethos: Dividend Dilemma
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments What’s not to love about dividend-focused investing? Over…
Under the Surface: Why TC Energy’s Stock Is Quietly Sinking
by SIACharts.com SIA Charts’ relative strength rankings assist investors in identifying stocks that are outperforming their peers or…
When Passive Investing Becomes the Market’s Biggest Risk
For years, passive investing has been the go-to strategy for investors chasing low fees and broad exposure to…
