Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Gold in A Fractured World: The Strategic Case for Precious Metals
Fundamental, Research
Matthew Miller, CFA, maintains a bullish outlook on gold despite March’s 19% sell-off...
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Global U.S. Banks: Q1 2026 Earnings Preview
Fundamental, Research
2026 outlook is driven by strength in capital markets, asset and wealth management, and stable treasury and corporate services.
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Energy: Beware the “Sugar High” of High Oil Prices
Fundamental, Research
CFRA downgraded the Energy sector to Underweight on April 2, 2026, ahead of what we expect will be a sharp sector correction.
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Private Credit: Hyperscaler Market Risk Exposure
Fundamental, Research
A critical risk is emerging in private credit's AI infrastructure lending boom.
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Crude Awakening: Portfolio Positioning for an Energy Shock
Fundamental, Research
Expected sector winners & losers of an oil price shock.
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Health Care: Defensive Alternatives in a Volatile Energy Price Environment
Fundamental, Research
When oil shocks hit, health care holds steady.
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Energy: Three Scenarios for Iran
Fundamental, Research
What the Feb 28 attacks on Iran may mean for the Energy landscape
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Four Major Tailwinds Reshaping the Brokerage Industry
Fundamental, Research, Video
Four key growth drivers for modern brokerages.
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Gold’s Historic Rally: Why Portfolio Composition Matters
ETF & Mutual Fund, Fundamental, Research
Gold surged about 65% in 2025 but investors who owned...
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Monitoring Small-Cap Signposts
Research, Technical
After years of underperformance, in August of 2025, small-cap technical indicators...
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