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US Stocks
7751 posts
Speculators should be wary. Investors should be licking their chops.
by Richard Bernstein, Richard Bernstein Advisors There have been two times in my career when speculation ran rampant,…
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...
BMO’s Q3 2025 Playbook: Lean Into the Rally, But Keep One Eye on the Risks
If BMO Global Asset Management has one mantra heading into the back half of the year, it’s simple:…
Turbulence in Global Markets Amid Trade Policy Shifts
by SIACharts.com Global equity markets are contending with growing uncertainty, driven by a volatile mix of shifting investor…
Portfolio Benchmarking: 5-Reasons Underperformance Occurs
by Lance Roberts, RIA When markets decline—especially after long periods of sustained growth—the familiar advice resurfaces: “Be patient.…
Soft Landing in Sight—Will Central Banks Sit Tight?
by BeiChen Lin, Russell Investments Key Takeaways ECB sticks to 2% Trade deals agreed ahead of August 1…
Hot And Sour
A period of slower growth and increased uncertainty lies ahead.
Remembering Kevin McCreadie: A Legacy of Leadership, Loyalty, Level-Headed Investing—and a Current Take on Markets
When someone like Kevin McCreadie leaves us, it's not just a professional loss—it’s deeply personal. That sentiment echoes…
From FANG to FOMO
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Everyone loves a great story. A proper tale…
False Choices, Real Costs: Structural Flaws in the Growth–Value Duality
by Omid Shakernia & Que Nguyen, Research Affiliates Key Points This article is a companion to the longer…
Uncertainty Squared
by John Mauldin, Mauldin Economics Collective Thinking Thoughts on Tariffs and Inflation Front Running “The Only Viable Tool”…
US rally relieves—but does not reassure
US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.
Tariff Headwinds Manageable as AI and Earnings Drive Gains
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Above the Noise: Fed chair, rising prices, and policy winners
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Fed independence matters - If markets perceive the Federal Reserve…
Lululemon's Slide: Why the Yoga Giant's Stock Is Breaking More Than a Sweat
by SIACharts.com Technical trouble may continue to stack against Lululemon Athletica stock, with shares showing a -19.20% return…
Fiscal Dominance Will Rule the Federal Reserve
by Hubert Marleau, Market Economist, Palos Management July 25, 2025 Hard-rock Republicans are intensifying pressure in a distasteful…
