Section
US Stocks
7525 posts
The Best-Performing Stock You’re Not Watching: How PGR Defies Market Volatility
by SIACharts.com Progressive Corporation (PGR), currently holding the #1 position on the SIA S&P 500 Index Report, and…
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...
The Inflationista Illuminati
by John Mauldin, Mauldin Economics Last week we published a chart of the Atlanta Fed’s GDPNow model, which…
Market Correction Perspective: Is Selling Nearly Over?
by Adam Turnquist, Chief Technical Strategist, and Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial LPL Research explores the market…
The Market Illusion: Mike Green on Inflation, Geopolitics, and the Hidden Recession
If you stare long enough at the stock market, you may begin to believe it's telling you the…
From Euphoria to Recession Fears Within a Month
by Hubert Marleau, Market Economist, Palos Management Last week, I ended my note to readers saying: “With almost…
Rebuilding resilience in 60/40 portfolios
by Jeffrey Rosenberg, Managing Director, & Team Systematic Fixed Income, BlackRock Key points Heightened fiscal, trade, and policy…
Been Here Before
by William Smead, CIO, Smead Capital Management Dear fellow investors, Investors who have come to us in the…
Global Markets Diverge: China and Europe Surge While U.S. Stocks Tumble
by SIACharts.com Focusing on weekly performance, several major U.S. stock market indices experienced declines over the past week.…
Bears awaken, but don’t fear the volatility
by BeiChen Lin, Russell Investments Warmer weather means that many animals come out of hibernation. Unfortunately for investors,…
Historically confident investors meet historically uncertain world
by Richard Bernstein, Richard Bernstein Advisors Investors are historically confident, are shunning diversification, and are taking historic portfolio…
European stock markets surge as US stock market sags
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways German spending - Plans to increase defense and…
Jurrien Timmer: High Altitude (week of March 10, 2025)
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Stick with the Math Corrections and volatility are the…
Another Week, Another Tariff Update
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments Is this not becoming exhausting? Tariffs on, delayed,…
Markets Struggle for Direction as Uncertainty Mounts
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Is the US headed for a drop in GDP growth?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Gross domestic product (GDP) - A key economic…
