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RBC Economics: Five Disruptors Shaping the U.S. Economy
The U.S. economy isnât following the script. Rates are high, but unemployment hasnât spiked. Tariffs are at century-long…
Prepare, Donât 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 wonât come down anytime soon, and the growing correlation between stocks and bonds...
Accentureâs 42% Slide: When âValue Buysâ Turn Into Value Traps
by SIACharts.com In todayâs edition of the Daily Stock Report, we are going to provide an update on…
Resumption of Fed Easing Cycle Could Help Unlock Capital
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. With…
Bill Smead: Back to Basics
by William Smead, CIO, Smead Capital Management Dear fellow investors, As summer comes to a close and life…
Slower job growth likely solidifies September rate cut
by Invesco Global Market Strategy Office Key takeaways September rate cut -Â A weakening labor market and anchored inflation…
Will the Rally Continue? Yes.
by Hubert Marleau, Market Economist, Palos Management September 12, 2025 This week the S&P 500 touched 6587, only…
Forget the EVsâWhy Musk Thinks Teslaâs Real Gold Mine Is Robots
by SIACharts.com Tesla stock is climbing after Elon Musk said the companyâs humanoid robot, Optimus, could eventually become…
Many Happy (Fundamental) Returns
by Tom Hancock, Anthony Hene and Ty Cobb, GMO LLC There arenât many laws of investing, but our…
From Gray Areas to Green Lights: U.S. Digital Assets Enter the Mainstream
by Blake Heimann, Senior Associate, Quantitative Research, WisdomTree Key Takeaways In July 2025, the U.S. took a major…
Rob Arnott: Reinventing Cap-Weighted Indexing
by Rob Arnott and Lillian Wu, Research Affiliates Key Points By design, the structure of traditional cap-weighted index…
On My Mind: The sound of sameness
US job growth for the year through March 2025 has seen a significant downward revision. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for the economy, the US Federal Reserve and investors going forward.
Return Stacking and Managed Futures: Rethinking Diversification Without Sacrifice
For decades, managed futures have been a cornerstone of institutional portfoliosâquietly delivering uncorrelated returns and cushioning market shocks.…
Premium Priced, Under Pressure: Why ISRGâs Valuation Leaves No Room for Error
by SIACharts.com Shares of Intuitive Surgical Inc. (ISRG), once a highly favored stock within the SIA S&P 500…
Reslicing the Pie: Making Room for Private Credit Exposure
by Brian Resnick, CFA, Director and Senior Investment StrategistâAlternatives, AllianceBernstein How should investors think about integrating private credit…
Concentration, Complacency, and the Case for Diversification
For years, the S&P 500 has looked like a rocket rideâpowered mostly by a handful of mega-cap tech…
