Macro Insights Q3 2025 (Fisher Investments)
The Q2 equity market downturn reset investor sentiment lower even as markets recovered and hit new highs. Falling…
Stock Selection and Analysis
Lead Content
Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA Institute)
We analyzed 15 bear markets since 1950, using the S&P 500 to compare recessionary and non-recessionary…
Latest posts
SPIVA Asia Ex-Japan Mid-Year 2025 (S&P Dow Jones Indices)
The SPIVA Asia Ex-Japan Scorecard measures the performance of actively managed funds relative to relevant…
The Power of Active Management with Bonds (Fidelity Investments)
Learn about the merits of active management in fixed income investing from Portfolio Manager Ford O'Neil.
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Insights you might have missed last week
Cattle heard size, NVIDIA, focus over diversificationBelow, you'll find a selection of the highest…
Monthly Chart Pack: U.S. stocks vs international equities
The S&P 500 has seen better years than 2025, at least in terms of volatility...
Insights you might have missed last week
The AI boom ends badly, quantum computing, and ChinaBelow, you'll find a selection of the highest…