The rise of passive investing has created a new dynamic in markets. But indexing’s inherent style drift risks misunderstanding true value philosophies...
Insights
Markets keep rising despite growing recessionary threats. While counterintuitive, the “pain trade” for investors remains upwards for now. Consensus...
Widening inequality and declining competition undermine support for capitalism. Restoring faith requires reform addressing distortions harming free markets...
Despite mounting economic risks, investors remain optimistic that a severe downturn will be avoided. However, complacency historically arises right before bear...
History shows midterm elections tend to coincide with stock market gains regardless of the broader trend. Several dynamics may contribute to this phenomenon...