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By Jeff Weniger, CFA “With this year as the first year of my ‘asset income doubling plan,’ we will promote,…

Pershing Square’s Bill Ackman on Monday sounded alarms on the economy, which he believes has begun to decelerate on the…

Introduction With traditional correlations breaking, over the last few years portfolio managers have been looking for alternatives to both equities…

Wall Street forecaster Jim Bianco expects Treasury yields to go a lot higher — and possibly overshoot through 5% in…

In its 2023 Financial System Review, The Bank of Canada notes growing concern about the ability of households to service…

Widely followed investor Bill Gross believes Treasury yields have the potential to shoot even higher in the short run.”I think…

Q3 2023 Performance In Q3 I returned +7.9% versus -3.0% for the S&P 500 (SPY). In 2023, I’ve returned +21.1%…

“Financial inclusion,” defined as individuals and businesses having access to useful and affordable financial products, has declined in the U.S.,…

Thesis In a time characterized by both technological innovation and economic uncertainty, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands as…

Market Movers rounded up the latest reactions on Nike from investors and analysts. The pros are bullish on the sports…