History suggests that doing the opposite of the masses is a financial superpower over time. Being risk-light and cash-heavy ...

Michael Green warns that passive investing has quietly turned markets into a self-reinforcing bubble (Ponzi-like in nature) and reveals why bonds now offer once-in-a-generation returns. Here is a ...

Hoisington Management’s 2025 Second Quarter Review and Outlook is available here. At his June 18 press conference, Federal Reserve Chairman Jerome Powell referred to tariffs as inflationary.

The 2023–2024 rate hikes and bear market wipeouts tamped down rampant retail speculation. But in 2025, rate cut expectations, along with AI-inspired price rebounds year to date, have reignited animal ...

A world focused on selling us investment products and ideas spends little time defining sell or aversion rules. If someone tells you what they own or would buy, ask them when they would sell it. Most ...

Grantham’s logline: “Don’t be conned into being super optimistic by the professionals, by the industry that makes money from overconfidence–lots and lots of money. Um, look around for signs of crazy ...

In a series of heart-stopping swings, since mid-December, the tech-heavy S&P 500 and Nasdaq are currently up 2.9% and 2.7%, respectively, while the US dollar (as measured by the DXY) has fallen 10% ...

The good news is that market conditions (increasing supply, flat population growth, and below-average sales) are likely to continue suppressing shelter costs for some time–much needed to help restore ...

Leland Miller, China Beige Book CEO, joins ‘Squawk Box’ to discuss the state of China’s economy, impact of U.S.-China trade negotiations, how much leverage the country has over the U.S., and more.