Section
US Stocks
7752 posts
Value: That Was Then, This is Now
by Asset Allocation Team, GMO LLC At GMO, we are valuation-sensitive investors — not reflexive “value” investors. That…
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...
Is Corteva the Next $100 Stock? The Charts Say Yes.
by SIACharts.com Corteva, Inc. (CTVA) is a leading global agricultural company specializing in seeds, crop protection, and digital…
Micro-Economic Theory Is Less Contradicting than Macro
In this sharp, provocative dispatch, Palos Management’s Hubert Marleau dives deep into the paradox of today’s market resilience.
JP Morgan’s 2025 Mid-Year Outlook: A Changing Landscape Calls for Sharper Navigation
As we round the corner into the second half of 2025, the economic road may look smooth—but make…
Russell Reconstitution: What it Means for Investors
by Jeff Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Kent Cullinane, Analyst, Research. What is…
MFS: How to Rethink Risk, Rotation, and Reserve Currency Exposure
If you’re in the business of allocating capital, it’s been a year of whiplash. Currency swings, benchmark re-jigs,…
AI Booms, Insurance Busts: Why Investors Are Betting Big on Financials and Dumping Risk
by SIACharts.com Over the past month, sector performance revealed pronounced dispersion, with gains concentrated in a handful of…
Staying the Course: Resisting Temptation in Volatile 2025 Markets
by Teresa Keane, Managing Director—Equities, Walt Czaicki, CFA, Senior Investment Strategist—Equities, AllianceBernstein Volatility often evokes emotional responses from…
Dead Investors Society
by William and Cole Smead, Smead Capital Management Robin Williams starred in the 1989 classic movie, Dead Poets…
Wall Street Titan on the Move: Morgan Stanley Flashes Strong Buy Signals
by SIACharts.com SIA Charts’ relative strength rankings help investors identify opportunities in stocks which are outperforming their peers…
Market Ethos: Dividend Dilemma
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments What’s not to love about dividend-focused investing? Over…
Relative Returns Or Absolute. What’s More Important?
by Lance Roberts, RIA A couple of years ago, I wrote about absolute versus relative returns. Given the…
Jurrien Timmer: A Study in Contrasts (week of July 14, 2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company A Week to Remember, at Least…
How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo
Listen on The Move 🎯 What if you could protect your portfolio during market crashes, boost returns,…
Unity’s ‘Vector’ Is Crushing It—Here’s Why Investors Are Taking Notice
by SIACharts.com Applovin Corp. (APP) was one of 2024’s standout performers, rising from $16 in mid-2023 to nearly…
