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Trump Wins Big One-Sided Trade Deals, But Inflation Is the Fly in the Ointment
by Hubert Marleau, Market Economist, Palos Management August 1, 2025 The U.S. has been transformed into a high-tariff…
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...
Cole Smead: Googling Earnings Quality
by Cole Smead, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, A wise man once said that…
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,…
Where to invest on the yield curve
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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:…
The Sh*tty Leader Inside Us All: Mark Robinson's Lessons in Real Leadership
Listen on The Move In this episode of 'Insight is Capital,' Mark Robinson, the 'sh*tty leadership guy',…
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…
Sandstorm’s Golden Run: Can the Uptrend Survive a Shakeout?
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to highlight Sandstorm Gold Ltd…
From FANG to FOMO
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments Everyone loves a great story. A proper tale…
Q2 Rebound is No Big Deal
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Weakness in housing ups the ante
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. The…
