Section
Hardware
14 posts
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…
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…
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.
The AI Buildout's Hidden Balance Sheet: What to Know About Data Center Finance
Stijn Van Nieuwerburgh, professor of real estate at Columbia Business School, presented a landmark analysis of the AI…
Korea: Where Industrial Might Meets Financial Ambition
In a new research note published August 10, 2026, Deutsche Bank strategists Perry Kojodjojo and Chen Kan lay…
Beyond Silicon Valley: Where AI Value Is Really Created
by Divya Mathur, Managing Director, Portfolio Manager, Emerging Markets, Franklin Templeton Key Takeaways We believe the AI opportunity…
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
Can Hyperscalers Earn Their AI Ambitions?
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
The Changing Face of Emerging Markets, Technology & Commodities
Technology and commodities are reshaping one of the world's most misunderstood asset classes — and the implications for advisors and investors are significant.
The Ten Laws of AI Investing: Morgan Stanley's Framework for the Decade Ahead
by AdvisorAnalyst.com Editorial Team Three years ago, artificial intelligence was a curiosity. Today it is a capital allocation…
Visible Earnings: Why the Defense Sector's Structural Cycle Is Just Getting Started
Global rearmament, longer-duration contracts, and a new class of defense technology companies are converging into one of the most compelling multi-year investment theses institutional analysts have identified in a generation.
Tom Lee: Markets Are Resilient, Sentiment Is Broken, and the IPO Wave Could Reshape Public Equities
Fundstrat's Tom Lee joins Meb Faber to dissect the S&P's path to 7,300, the collapse of sentiment as a signal, the incoming mega-IPO supply shock, the structural logic behind Granny Shots, and why blockchain is doing to banking what cellular did to long distance.
Jurrien Timmer: Boom Bust Bubble?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Binary outcome, or a little…
Parabolic Semiconductor Rally Is Pricing In 2028 Already
by Lance Roberts, RIA The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF,…
Semis- Too Far, Too Fast… or Finally Catching Up?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Semiconductors, as an aggregate industry, are now up…