Active Stock Picking Is Getting Harder

We confess which core allocations tempt us to jump ship, and try to work out whether we’re responding to a real change in our lives or just a strategy that’s had a good run. ---Get in touch 📧 mhr@pensioncraft.com 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become ...  Show more

The cost of insuring against Big Tech defaults has hit record highs, as massive data centre spending eats up free cashflow. Further down the AI food chain, markets are pricing in serious odds that CoreWeave defaults, and treating Oracle more like a junk borrower than a tech giant ...  Show more

Of course we all know that passive investing delivers superior returns. But what if everyone is investing passively? Is there a case for active investing then? Recent research has shown that the explosion in index funds has made equities slower to respond to news. And also, it ...

Don’t let the record highs fool you - the market still has weak spots. In this episode of Stocks in Translation, Zacks Investment Management senior client portfolio manager Brian Mulberry joins host Jared Blikre and Senior Reporter Allie Canal to help identify risks in today’s ma ...  Show more

After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Wil ...  Show more