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2026-03-11 01:40:00 ET Those of us over 40 or 50 can probably still sing, at least in our heads, some of the songs from Sesame Street. One Sesame Street jingle that describes this year’s financial markets: " One of these things is not like the other; one of these things doesn&#...

2026-02-26 06:56:00 ET Optimism builds as positioning evolves Equity managers are navigating a challenging backdrop: concentrated market leadership, wide valuation gaps between U.S. and non-U.S. equities, and policy uncertainty as we move through Q1 2026. AI positioning remains ...

2026-02-24 06:20:00 ET Industrial capacity continues in an uptrend as utilization remains low. This is a sign of econometric expansion. First, capacity is built to cover both current and expected needs several years in the future. Second, as demand dictates, that capacity is brought on-line...

2026-02-19 23:39:13 ET He made the declaration in a post on Truth Social, after he accused former President Barack Obama earlier in the day of revealing classified information during public remarks about aliens, saying he “made a big mistake.”... "He took it out of...

2026-02-18 10:35:00 ET By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, and Benjamin Jones, Global Head of Research, Strategy & Insights ... Read the full article on Seeking Alpha For further details see: 'Heads I Win, Tails I ...

2026-02-16 08:17:00 ET By Jeff Blazek Under a resilient macro surface, risk markets are being shaped by powerful crosscurrents, driving rapid rotation across factors, sectors and regions. ... Read the full article on Seeking Alpha For further details see: Ris...

2026-02-13 09:10:00 ET After more than three years of stellar gains, technology companies, or more specifically their stock prices, are struggling. Expectations for economic acceleration and overly concentrated portfolios have led investors to reallocate to many previously ignored parts...

2026-02-11 02:25:00 ET US investor risk appetite retreated in February for the first time since September 2025.... Read the full article on Seeking Alpha For further details see: U.S. Investor Risk Appetite Weakens For 1st Time In 5 Months

2026-01-30 22:10:00 ET By Ryan J. Puplava, CMT, CTS, CES Mega-Cap Earnings: AI Monetization vs. AI Spending This week’s market action was dominated by mega-cap earnings, but the real story was not beats or misses—it was how the market judged the quality of ...

2026-01-27 05:20:00 ET Industrial capacity continues to rise, as does industrial production, both revised higher. The standout is the PMI remaining below 50, now ~40 months mostly below 50, reflecting an intractable period of market pessimism. Even with the rises we have seen in selecte...