Section
US Stocks
7820 posts
Resumption of Fed Easing Cycle Could Help Unlock Capital
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
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...
Bill Smead: Back to Basics
by William Smead, CIO, Smead Capital Management Dear fellow investors, As summer comes to a close and life…
Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut -Â A weakening labor market and anchored inflation…
Will the Rally Continue? Yes.
by Hubert Marleau, Market Economist, Palos Management September 12, 2025 This week the S&P 500 touched 6587, only…
Forget the EVsâWhy Musk Thinks Teslaâs Real Gold Mine Is Robots
by SIACharts.com Tesla stock is climbing after Elon Musk said the companyâs humanoid robot, Optimus, could eventually become…
Many Happy (Fundamental) Returns
by Tom Hancock, Anthony Hene and Ty Cobb, GMO LLC There arenât many laws of investing, but our…
Rob Arnott: Reinventing Cap-Weighted Indexing
by Rob Arnott and Lillian Wu, Research Affiliates Key Points By design, the structure of traditional cap-weighted index…
Return Stacking and Managed Futures: Rethinking Diversification Without Sacrifice
For decades, managed futures have been a cornerstone of institutional portfoliosâquietly delivering uncorrelated returns and cushioning market shocks.…
Premium Priced, Under Pressure: Why ISRGâs Valuation Leaves No Room for Error
by SIACharts.com Shares of Intuitive Surgical Inc. (ISRG), once a highly favored stock within the SIA S&P 500…
Reslicing the Pie: Making Room for Private Credit Exposure
by Brian Resnick, CFA, Director and Senior Investment StrategistâAlternatives, AllianceBernstein How should investors think about integrating private credit…
Concentration, Complacency, and the Case for Diversification
For years, the S&P 500 has looked like a rocket rideâpowered mostly by a handful of mega-cap tech…
Riding Out September: Why Investors Shouldnât Flinch
Every year when September rolls around, investors dust off the same old warning: itâs the worst month for…
BMO's Bipan Rai: 5 Big Misreads the Market's MakingâWhy Itâs Time to Rethink Your Portfolio
As investors trickle back from summer break and the post-Labour Day grind begins, Bipan RaiâManaging Director and Head…
Is the equity market losing steam?
by Larry Adam, CIO, Raymond James Key Takeaways Despite the recent court ruling, we expect tariffs to stick…
Can you have your cake and eat it too?
by Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Markets are currently pricing in a Goldilocks scenario. Investors believe tariffs…
