Section
US Stocks
7226 posts
U.S. Equities: A Mixed Bag of Opportunity and Risk
2025 returns look positive, but may be subject to potentially significant shifts in the macro backdrop.
Newell Brands' Stunning Comeback: The 65% Stock Surge Everyone’s Talking About
by SIACharts.com Newell Brands Inc. (NWL), a company with a market capitalization of $4.81 billion, is an American…
Portfolio Rebalancing And Valuations. Two Risks We Are Watching.
by Lance Roberts, RIA While analysts are currently very optimistic about the market, the combined risk of high…
Trump 2.0 and the Semiconductor Supply Chain
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman Donald Trump’s re-election could accelerate efforts…
Irresponsible and Addictive Deficits
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Why hasn’t tighter monetary…
Over-Exuberant Positioning for a December Rally
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Mining Gold in Aluminum: Alcoa's Breakthrough Amid a 23% Sector Surge
by SIACharts.com Alcoa Corporation is the world's eighth-largest producer of aluminum and a member of the mining and…
The shifting landscape of commercial real estate
by Research Team, Raymond James As the office buildings market faces headwinds, investors look to alternative sectors. Despite…
Sonders: 2025 U.S. Stocks and Economy Outlook
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
Déjà Vu All Over Again
by William Smead, CIO, Smead Capital Management Dear fellow investors, Yogi Berra was a beloved, successful baseball athlete,…
CNM’s Resurgence: Inside the Rally That’s Crushing S&P Midcap 400 Returns
by SIACharts.com Shares of CNM began the year as a market favorite and held a high position on…
Leverage And Speculation Are At Extremes
by Lance Roberts, RIA Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond…
Fundamentals underpinning global tech’s market leadership
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Portfolio Manager Denny Fish believes that a dispersion of…
Magnificent 7 Diversifiers for 2025
by Matt Wagner, CFA, Associate Director, Research, WisdomTree Key Takeaways The dominance of the Magnificent 7 (Mag 7) has…
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
