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The risky business of risk management
The Federal Reserve cut interest rates, but uncertainty is high and the FOMC is deeply divided on where policy should go next. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
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...
Oil’s Crossroads: Why Eric Nuttall Thinks Short-Term Wobbles Hide a Bigger Opportunity
After a quiet summer, Eric Nuttall of Ninepoint Partners returned with back-to-back updates on September 4 1 and…
Coconut Water Crushes the Market: How Vita Coco (COCO) Doubled the S&P 500’s 3-Year Gains
by SIACharts.com We have written repeatedly about the low relative strength readings coming from the SIA Food and…
How to Make Sense of Three Interest-Rate Policy Moves
by BeiChen Lin, CFA, CPA, Senior Investment Strategist, Head of Canadian Strategy, Russell Investments Key Takeaways Fed, Bank of Canada…
China Tries To Curb Competition Excess capacity leads to excessive competition.
by Carl Tannebaum, Chief Economist, Northern Trust Excess capacity leads to excessive competition. I learned a new English…
Markets: Bullish Vs Bearish Case
by Lance Roberts, RIA Just recently, Scott Rubner of Citadel Securities wrote an excellent piece discussing the bull…
AI Data Center Building Spree Hits $40 Billion in a Single Month
by Frank Holmes, CEO, CIO, U.S. Global Investors One of the most critical resources in 2025 is compute…
Dye & Durham Meltdown: Why “Oversold” Isn’t Always a Bargain
by SIACharts.com In today’s edition of the Daily Stock Report, we are going to highlight Dye & Durham…
Wesbury: Risk Management
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Jurrien Timmer: No Time for Decompression
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Decompression is an essential part of…
Guess who’s beating the Magnificent 7?
by Samir Parekh, Equity Portfolio Manager, Capital Group If you were hunting for a group of stocks to…
Hubert Marleau: What's Next?
by Hubert Marleau, Market Economist, Palos Management September 19, 2025 The Fed has cut its policy rate by…
From Sideways to Skyward: Why PANW Could Be Tech’s Next Big Breakout
by SIACharts.com Palo Alto Networks Inc. (PANW) may be a stock to watch in the coming weeks as…
Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs
by Invesco Tax & Estate team When a Canadian resident considers investing in an exchange-traded fund (ETF) that tracks…
Earnings offer evidence that U.S. stocks can keep on keepin’ on
by Carrie King, CIO, U.S. and Developed Markets, BlackRock Early 2025 worries of U.S. stock malaise may have…
