Section
US Stocks
7751 posts
Departures From Free-Markets Aren’t New
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
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...
All Eyes on Jackson Hole
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree We received a slew of economic data this past week,…
Inflation: The Heat Is On?
by Liz Ann Sonders, Kevin Gordon, Charles Schwab and Company July inflation data emphasized that tariff-related price pressures…
Soft Data Hardens
by John Mauldin, Mauldin Economics Planning Purposes “A Stranger, Less Comfortable Future” Palace Intrigue 14-Hour Travel Days, Newport…
Failing? Not Quite—Why NYT Stock Just Proved Trump Wrong
by SIACharts.com Despite Donald Trump’s relentless branding of The New York Times as the “failing New York Times,”…
Denise Chisholm: Strength is typically a Signal, not a Warning
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The S&P 500 is up nearly 25% in…
Do Earnings Revisions Support Markets Under the Surface?
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
Insider Selling Reveals Fallacy Of Buyback Theory
by Lance Roberts, RIA Mainstream commentary repeats a simple refrain: “Buybacks return capital to shareholders.” The logic sounds…
The Misery Index Should Take Centre Stage
by Hubert Marleau, Market Economist, Palos Management August 15, 2025 The Misery Index is an economic indicator calculated…
Fear, greed and the myth of stock market highs
Markets are driven by fear and greed, with recent fears centered on the perceived perils of investing when markets have just reached an all-time high. Fundamental Equities Global CIO Tony DeSpirito suggests this concern may be overblown, with historical patterns showing that investing at market highs has had little to no impact on longer-run performance outcomes.
Equities Climb as Rates Fall, but Growth Stocks Show Fatigue
by SIACharts.com Large-cap equities continued to perform well this week, with the S&P 500 gaining 1.92% and the…
CPI Opens Door for Fed Rate Cuts, Although Pressure Hovers
by Jeff Buchbinder, Chief Equity Strategist, LPL Research Additional content provided by John Lohse, CFA, AVP, Research. July’s…
Key developments to watch that may lead to increased volatility
by Larry Adam, CIO, Raymond James Key Takeaways The Fed confronts a dilemma as hiring slows while inflation…
Richard Bernstein: Charts for the beach (08/14/2025)
by Richard Bernstein, Richard Bernstein Advisors It’s been a hot summer in New York City, and the markets…
Don’t Look Down: Walking the Fine Line Between Fear and Greed in 2H2025
Three takes: Goldman Sachs, Man Group, and Robeco—What they're all seeing, and where they disagree, with a side-by-side view
