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The Magnificent Seven: No Longer a Monolith
by Walt Czaicki, CFA, Robert Milano, David Wong, AllianceBernstein As their share price patterns diverge, selectivity among the…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Midyear Outlook in 5 charts
by Chris Buchbinder, Martin Jacobs, Samir Parekh, Chitrang Purani, Capital Group Who would have thought that after multiple…
Howard Marks: The Calculus of Value
by Howard Marks, Chairman, Oaktree Capital Management On July 28, I flew to South America on a plane…
NOC Stock Soars: Outpacing the S&P 500 With Space, Defense, and Hypersonic Growth
by SIACharts.com Northrop Grumman is gaining momentum in the second half of 2025, supported by strong Q2 results,…
Alfred Lee: Constructive, But Cautious—Navigating the market's crosscurrents
Listen on The Move In a market climbing a wall of worry, Alfred Lee, Deputy CIO at…
Departures From Free-Markets Aren’t New
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
All Eyes on Jackson Hole
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree We received a slew of economic data this past week,…
Inflation: The Heat Is On?
by Liz Ann Sonders, Kevin Gordon, Charles Schwab and Company July inflation data emphasized that tariff-related price pressures…
Soft Data Hardens
by John Mauldin, Mauldin Economics Planning Purposes “A Stranger, Less Comfortable Future” Palace Intrigue 14-Hour Travel Days, Newport…
Failing? Not Quite—Why NYT Stock Just Proved Trump Wrong
by SIACharts.com Despite Donald Trump’s relentless branding of The New York Times as the “failing New York Times,”…
Denise Chisholm: Strength is typically a Signal, not a Warning
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The S&P 500 is up nearly 25% in…
Do Earnings Revisions Support Markets Under the Surface?
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
Insider Selling Reveals Fallacy Of Buyback Theory
by Lance Roberts, RIA Mainstream commentary repeats a simple refrain: “Buybacks return capital to shareholders.” The logic sounds…
What are global investor flows into US real estate?
by Mike Sobolik, Investment Strategist, Direct Real Estate, North America, & Mike Bessell, Managing Director, Investment Strategist, Europe,…
The Misery Index Should Take Centre Stage
by Hubert Marleau, Market Economist, Palos Management August 15, 2025 The Misery Index is an economic indicator calculated…
