Section
US Stocks
7299 posts
Trump’s Agenda
by Hubert Marleau, Market Economist, Palos Management January 24, 2025 A Libertarian Address is an Ode to a…
Canada’s Inflation Rate, U.S. Bank Earnings, AI’s Next Wave
by The Editor's Desk, AGF Investments A mid-week analysis of what’s happening in global financial markets from the…
Stock investing insights to start the new year
Thoughts from Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock What’s in store for stocks after two years…
Bursting the Complacency Bubble
by Seamus Sullivan, Portfolio Manager, Smead Capital Management Dear fellow investors, As we welcome a new year and…
Siemens Breaks Out: Could the Ukraine Conflict Signal a Bullish Catapult for European Stocks?
by SIACharts.com In today's Equity Leaders Weekly, we discussed the ongoing conflict in Central Europe and its impact…
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…
The 60/40 Model and The Elephant in the Room
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Street’s return estimates for 2025 for the…
Inflation Tames, Economy Gains: A Resilient Start to 2025
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Stephen Dover: Trump day 1–Implications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Yesterday, Donald Trump was inaugurated…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…
No More Trailers, Its Show Time
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Trump 2.0 starts next week, and everyone is sure…
Tactically Bearish As Risks Increase
by Lance Roberts, RIA In last week’s discussion with Thoughtful Money, I noted that we are becoming more…
Three investor watchpoints during the incoming U.S. administration’s first 100 days
by Paul Eitelman, Russell Investments Executive summary: The incoming U.S. administration of President-elect Donald Trump may make significant…
Schwab Market Perspective: Markets vs. Economy
by Liz Ann Sonders, Kathy Jones, & Jeffrey Kleintop, Charles Schwab & Company Ltd. Strong U.S. economic data…
