Section
US Stocks
7751 posts
A 20,000-Foot Perspective: Can Bonds and Equities Both be Right?
by Maya Bhandari, Chief Investment Officer, Multi Asset Strategies - EME, Neuberger Berman The combination of stagflation concerns…
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...
Meme Stock Trading & Livermore’s Approach To Speculation
by Lance Roberts, RIA Meme stock trading has returned in force. As discussed last week, the fear of…
Time to Find Out: What Tariffs, Earnings and the Fed Are Really Telling Us
by Samuel Rines Macro Strategist, Model Portfolios, WisdomTree FaST (Few Sentence Takeaway): Markets were supposed to stumble under…
Jurrien Timmer: Barbelled Bull (8/11/2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Up and to the Right Equities…
BNY Mellon’s Breakout Run: Nearly 100% Gains and Still Climbing
by SIACharts.com SIA Charts’ relative strength rankings assist investors in identifying stocks that are outperforming their peers or…
Allocation Views: Can too much resiliency lead to fragility?
As global trade uncertainty recedes and macroeconomic conditions improve, investors face a complex landscape. This month's Allocation Views examines sustained equity-market momentum, driven by stronger economic activity and earnings, while cautioning against elevated valuations and unresolved tariff risks.
The Low Beta Boom: Sidestepping The Dotcom Bust
by Michael Lebowitz, RIA Following the release of our article The High Beta Melt Up- Echoes of 1999,…
Market Ethos: Earnings Deliver
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Second quarter earnings season is wrapping up, and…
Charter’s $20 Billion Slide: How Cord-Cutting Sparked One of the Biggest Stock Drops in Its History
by SIACharts.com Charter Communications (CHTR) stock has plunged, down around 18% in late July, after weak Q2 results…
Stocks Sailing Smoothly Through Policy Crosscurrents So Far
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
Wesbury: As the Fed Turns
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
September Rate Cut Looms as Fed Doves Gain Sway
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
A Relief Rally or Reversal in the Dollar?
by Adam Turnquist & Jeffrey Buchbinder, LPL Financial The U.S. Dollar Index (DXY) has rebounded over the last…
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, “not quite.”
The Walls Trump Put Up to Protect Americans May Imprison Them
by Hubert Marleau, Market Economist, Palos Management August 8, 2025 The U.S. has been transformed into a high-tariff…
