Those high P/E ratios for S&P 500 stocks must mean poor returns going forward…not so fast!

By: Harald Berlinicke, CFA

The story behind global equity supply explains more than just market flows—it helps reveal the roots of today’s Mag7 dominance.

By: Ryan Lemand, PhD

The explosive growth in US call option trading is more than a reflection of bullish sentiment—it’s a major source of systemic risk in today’s market.

By: Ryan Lemand, PhD

You can't make this up: The US Dollar is depreciating so quickly that Apollo says it will spark more inflation.

By: The Kobeissi Letter

…It helps show two things being true at once. One is that we’re seeing inflationary pressures in goods and goods-producing sectors.

By: Beau King

By Igor Buinevici on X: What skills will truly matter by 2030? They won’t be purely technical. They’ll be deeply strategic.

Commentary: Charles-Henry Monchau

Mohamed El-Erian was at the top of global finance - but he walked away from billions after one heart breaking list from his daughter…

By: Jospeh Cass

"The stock market is telling us that tariffs are a bigger problem than the trade deficit."

By: Francois Trahan, M2SD on Fisher Investments’ Article

Bond market to Trump: Forget about tax cuts.

By: Rasmus Tarp Ulverman

This is from the latest BofA Fund Manager Survey. There is a lot of interesting stuff in there, but this one stood out. Most investors seem to be looking forward to tax cuts, BUT at the same time 75% expect them to widen the deficit.

By: Francois Trahan, M2SD