Featured
Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies
Hedge funds last week sold more U.S. healthcare stocks than they bought for the first time in 14 weeks according to Goldman Sachs.
Banking Predictions For 2026: 5 Ways The Industry Will Evolve Next Year
From heavier reliance on AI to the phase-out of cash and physical branches — here are the trends experts say we can expect to see more of in 2026.
Recent
Are Your Clients Getting Superior Diversification?
Every day feels the same in passive portfolios. Market cycles and the random walk provide. But truly modern portfolio science deliver better outcomes.
Jamie Dimon Still No Bitcoin Fan (But Loves Blockchain)
No fuss, but the JPM CEO says Bitcoin is still not his “cup of tea" because of the way the currency's opacity defies anti money laundering standards.
Gundlach Insists Stocks Are Overdone
Valuations are high and without the six biggest Silicon Valley stocks, the S&P 500 has gained practically no ground in the last two years.
Inflation Is Coming
Forecasting inflation is fiendishly hard. Central banks try and fail all the time but this time the margin of error points to acceleration ahead.