Section
US Stocks
8707 posts
Between Pollyanna and Cassandra: What the Energy Transition Actually Looks Like in 2026
A detailed review of Michael Cembalest's (JP Morgan) midyear energy update and what it means for advisors and investors navigating the transition in real time.
Canada's ETF Market Sends a Signal: Innovation, Income, and International Reach
The week of August 10–14, 2026 was not a quiet one for Canada's ETF industry. In a recap…
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.
Why market headlines may miss the bigger picture
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Oil, inflation,…
Yen Intervention Narrative: What’s True And Not
by Lance Roberts, RIA Japan didn’t just spark a currency crisis; it reminded everyone that the Fed has…
3M Breaks Out: Triple Top Signal Puts $213 in Focus
by SIACharts.com 3M Company (MMM), which trades on the New York Stock Exchange, has achieved an SIA SMAX…
The Balance of Flows Is Shifting: Why August's Buyer List Is Growing
Citadel Securities' Scott Rubner maps ten converging forces that are quietly shifting August's flow asymmetry in favour of equity buyers.
The Coming AI Crash? Why the Plutonomy Is Running Out of Road
A new working paper from the Levy Economics Institute, "Plutonomy — the AI Edition — and the Coming…
The Broadening Out
When Big Tech Cheapens and the Rest of the World Catches Up
3 things to consider when investing in concentrated markets
by Kathrin Forrest, Equity Investment Director, Capital Group Market concentration across global equity benchmarks has become a key…
A Tale of Two CTAs
by Michael McClain, Alternative Investment Research Analyst and Due Diligence, LPL Research Depending on the lookback period, it…
The Misery Index Eases Pressure on the Fed
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “As predicted, the summer lull for stocks…
The Cognitive Battlefield of Investing
by SIACharts.com The challenge facing anyone who manages a portfolio is not simply understanding markets; it is understanding…
The Regime Has Changed: What Financial Markets Are Telling Us About Supply-Side Risk
A new research letter published August 10, 2026, by the Federal Reserve Bank of San Francisco is worth…
Of Scalpels, Spice, and Smoothies: How RiverFront Thinks About Stocks vs. ETFs
Three analogies clarify a question every advisor and portfolio manager faces.
A Better 60/40? Simplify Asset Management Makes the Case for Collars
The traditional 60/40 portfolio has long served as the default architecture of balanced investing. But Ken Miller, CFA,…