Section
Technology
529 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.
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…
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 Needs Power. Power Needs Capital.
by SIACharts.com The 30-year Treasury yield has become one of the market’s more closely watched signals this week,…
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 —…
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…
David Wong: Anything Can Happen — 3 Decades of Market Crises Shaped This $400B CIO's Playbook
Listen on The Move What do electricity, a forgotten 1920s financier, and Bobby Orr have to do…
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…
Defense, Space, and the Rise of the Neo Prime
Kirsten Bartok Touw, co-Founder and Managing Partner at New Vista Capitall, on investing at the intersection of geopolitics, technology, and private markets.
Hubert Marleau: A Critical Week
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “Thirty years ago, the then Fed Chairman Alan Greenspan…
Tariffs, Tensions & the Market Signals That Matter
by SIACharts.com Canada and the United States have a long-standing trade relationship, with billions of dollars in goods…
U.S. vs. China: Who’s winning the AI race?
by Mark Casey, Winnie Kwan, Sugi Widjaja, & Jared Franz, Capital Group KEY TAKEAWAYS U.S. AI models seek…