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US Stocks
8780 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.
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 —…
The 11% Problem: Why the Traditional Portfolio Has Run Out of Road
In a September 2026 LinkedIn essay, Raoul Pal argues that conventional portfolio construction has not merely underperformed1 but…
Higher Rates, Smarter Plays: Three Lessons the Market Has Forced Investors to Learn
BlackRock Investment Institute's Weekly Commentary dated August 31, 20261 arrives at a moment of genuine reckoning. Authored by…
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…
Chevron Is Crushing the S&P 500—And Momentum Is Accelerating
by SIACharts.com Chevron Corp. (CVX) has demonstrated improving relative strength within the SIA S&P 500 Index Report. The…
The Asymmetry Has Changed: Scott Rubner's September Warning
In a closely watched note published August 31, 2026, Scott Rubner, Global Market Intelligence lead at Citadel Securities,…
Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)
by Lance Roberts, RIA “Math of Loss” is chapter 3 of a 5-part series examining the narratives around…
From Retail Laggard to Market Leader: Target’s Comeback Is Accelerating
by SIACharts.com Target Corp. (TGT) has demonstrated improving relative strength within the Favoured Green Zone of the SIA…
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…