Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
The Framers of the Constitution designed our government to be small. Not so small and weak as the one under the Articles of Confederation, which the Constitution replaced, but small nonetheless.
This week brought a mixed bag of economic data, yet markets continue to demonstrate impressive resilience.
financial markets are becoming uneasy as President Trump follows through on his campaign promises to impose or threaten new tariffs to improve trade imbalances or achieve some of his policy priorities
An escalation seems more likely than diffusion in the U.S.-China trade battle.
On the latest edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, discussed what investors should consider in light of recent equity-market strength.
The healthcare industry's bellwether event, the JP Morgan Healthcare Conference (JPM25), kicked off the year as it traditionally does,
The Exchange conference is right around the corner, starting March 23 in Las Vegas. VettaFi Senior Industry Analyst Kirsten Chang interviewed legendary advisor Jeff Concepcion for the latest installment of Road to Exchange. Concepcion is the founder and CEO of Stratos Wealth Partners. For seven years running he has been on Barron’s Top 100 RIA’s list.
I have – painfully – learned one thing, in particular. Even if you can see what’s happening and could find the words to share your insights, if you have a leader that only wants to listen to an echo chamber, you aren’t going to get heard, no matter what you do.
For many of us, the Die Broke mentality is not about recklessness or extravagance. It’s about learning to let go. Despite our bold talk of spending down to the last penny, most of us will likely leave behind more than we planned. And maybe that’s just fine.
Many boomers are business owners who are selling their businesses. This article provides guidance for these retiring business owners, their heirs and their advisors. This article also discusses opportunities for investors to capitalize on this once-in-a-lifetime mass exodus of baby boomer business owners.
We are about to enter a new era – the era of the personal defined benefit pension. And I predict that over the next few years, it will be RIAs that deliver these personal plans to millions of Americans. Before I explain how this transformation will unfold, let me first explain why it must unfold.
Stocks bounced back after tariffs on imports from Mexico and Canada were delayed, but tariff issues are not yet solved and still hold the potential to drive market volatility.
Tariff concerns are not only affecting inflation expectations but also Americans’ consumption patterns.
Our research shows how artificial intelligence can potentially enhance performance of equity investing.
While it seems unlikely that digital solutions or the internet will ever fully supplement human advisors, the ecosystem of financial advice and information is likely to continue to evolve and increasingly be online in the future.
Newfound Research’s Corey Hoffstein and Quantify Funds’ David Dziekanski discuss the challenge of combating ETF copycats who repackage unique ideas as their own. VettaFi’s Stacey Morris provides an update on the energy sector and ETFs following President Trump’s arrival in the White House.
Vanguard has unseated State Street for the title of the world’s biggest exchange-traded fund, ushering in a new world order for the $11 trillion industry.
As tariff tensions and stubbornly high inflation whipsaw US stocks, bullish Wall Street forecasters are urging investors to stay the course.
Elon Musk’s artificial intelligence startup xAI debuted its updated Grok-3 model, showcasing a version of the chatbot technology to challenge OpenAI days after the billionaire’s unsolicited cash bid to buy the company was rejected.
Coming into 2025, hopes for an increase in housing construction were pinned on lower borrowing costs. But with longer-term interest rates remaining stubbornly elevated and the Federal Reserve showing no urgency to ease policy, higher rents and home prices will be needed to drive an increase in production.
The market defies more negative news because retail investors continue to step in and “buy the dip.” In our recent Bull Bear reports, we discussed the push by retail investors, but looking at retail sentiment is quite remarkable.
The Hang Seng Tech Index has soared 23% this year, far outpacing the Nasdaq 100’s 5.3% gain. Alibaba Group Holding Ltd. and Tencent Holdings Ltd.’s shares are back to their 2022 levels, while EV makers BYD Co. and Xiaomi Corp. hit new record highs.
Trump Confusion Syndrome, or TCS, is distinct from Trump Derangement Syndrome in which afflicted people feel outrage about everything the president says or does. TCS isn’t about agreeing or disagreeing. It’s mostly about understanding. And then when something still seems wrong, feeling free to say it out loud.
For a few months now, I’ve been referring to today’s heightened geopolitical climate as the “new red Cold War,” where artificial intelligence (AI)—not necessarily fighter jets and nuclear weapons—serves as the primary battleground between the U.S. and its adversaries, most notably Russia and China.
In today’s video, The Ultimate Guide to Stock Investing Success, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, is going to talk about how you can really identify stocks that you can add to your portfolio that will be winners in the long run.
If the current slate of proposed U.S. tariffs is implemented, our model estimates a 60-to-80 bps increase in cost structures across most sectors of the global economy.
How will potential trends in inflation, the US dollar and supply deficits across many raw material markets affect the environment for investing in commodities?
At the start of each new year, there are regular predictions that international equity markets will outperform U.S. large-cap ones.
US retail sales slumped in January by the most in nearly two years, indicating an abrupt pullback by consumers after a spending spree in the closing months of 2024.
Apple Inc.’s China business kicked off the Year of the Snake inauspiciously.
Meta Platforms Inc., after pushing into augmented reality and artificial intelligence, has identified its next big bet: AI-powered humanoid robots.
DeepSeek may be that catalyst, forcing investors and technologists alike to question long-held assumptions and reevaluate the competitive landscape in real time.
This article introduces GARP – growth at a reasonable price. As we will detail, by introducing earnings growth expectations into traditional valuation equations, some value stocks may not be quite the gems investors think. Likewise, some growth stocks may be value stocks.
’ll first summarize their projections and note what I think are some shockers. Then I’ll take a look at how accurate their past forecasts have been. Finally, I’ll conclude with what I’m changing in my own portfolio...
A hedge fund startup that uses artificial intelligence to do work typically handled by analysts has outperformed the global stock market in its first six months while slashing research costs.
Treasury yields dropped to weekly lows Friday after weak January retail sales data prompted traders to restore bets that the Federal Reserve will cut interest rates by September.
As we enter Valentine’s Day weekend, financial infidelity isn’t exactly a topic that exudes romance. But lovebirds who don’t make the discussion a foundational piece of their relationship risk adding avoidable strain on their union.
Markets always look their very best at the top - that's increasingly the case with gold as it nears $3,000 a troy ounce. It's behaving like a Veblen good, an item for which, contrary to the laws of economics, demand increases with price.
For four years, Indians sensed that the US was terrified of the word “trade.” Joint statements after summits buried trade such issues somewhere near the end; officials avoided the question at press conferences, preferring to focus instead on relatively esoteric concerns such as cooperation in space.
President Donald Trump ordered his administration to consider imposing reciprocal tariffs on numerous trading partners, raising the prospect of a wider campaign against a global system he complains is tilted against the US.
It is not just tariffs that might affect inflation and growth but also trade uncertainty and the effects of the ambitious Trump policy agenda.
It’s mid-February and earnings season is in full swing. All I really want to know is if Mr. Market is going to be my Valentine… or not. Earnings data hits, political comments are made, and investors react. The CNN Fear & Greed Index is at dead neutral.
The January Employment Situation Report reaffirmed the resilience of the U.S. labor market, with nonfarm payrolls rising by 143,000 and the unemployment rate ticking down to 4.0%.
Building a bond portfolio these days isn’t easy. Interest rates have been volatile. Credit spreads are tight. And sweeping change in US fiscal, trade, and regulatory policy is underway. We think securitized assets deserve a closer look.
At the same time, the Fed has mostly ignored the impact of easy financial conditions—the combination of stock, bond, and credit conditions—offsetting increases in interest rates by bolstering wealth and confidence.
2025 is beginning in much the same manner as 2024, with investors focused on whether the Chinese government is going to implement new stimulus measures.
Cash flow and income sometimes get commingled, potentially creating confusion. Cash flow and yield typically represent two different components that can be used to accomplish different objectives.
We are observing a significant shift in global supply chains away from China, presenting a substantial investment opportunity. What are the reasons behind this shift?
The investment teams at Man Group and KraneShares have developed a liquid alternative that attempts to solve issues with conventional private equity funds by bringing PE-return drivers to a public equity ETF. Join them for an educational webcast exploring liquid private equity, return drivers, and how to use ETFs to gain exposure to liquid private equity.
