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The Case for GARP: Finding Growth Without the Froth

While market valuations remain on the loftier side, investors face a familiar dilemma. Chasing pure growth leaves portfolios vulnerable to sharp drawdowns, while hiding in traditional “deep value” risks inheriting matur…

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A Volatile Quarter, and Where We See It Heading

The broad markets experienced volatility in the 3rd quarter with concerns over the impact of energy prices on inflation as well as CapEx spending by hyperscaler companies in the AI space driving technology stocks. The p…

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South Korea CPI grows less than expected in Oct

The euro area economy has been more resilient to the effects of the conflict in the Middle East than previously expected. Real GDP growth surprised on the upside in the second quarter of 2026 and short-term indicators p…

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World Markets Watchlist: November 2, 2026

Crypto markets enter the final quarter of 2026 with stronger prices but rising macroeconomic pressure. Bitcoin has rebounded sharply since July, while Treasury yields have climbed to multi-decade highs.

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Beyond Value: Applying Free Cash Flow to Growth & Small-Caps

Free cash flow (FCF) can serve as an effective metric to screen for large-cap value through ETFs such as the VictoryShares Free Cash Flow ETF (VFLO). However, investors are increasingly recognizing that cash generation …

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US construction spending tumbles in September

The CPI print landed hot at 3.7%, and stocks, bonds and the dollar all moved the same direction at once for the first time in weeks. That kind of alignment usually means the Fed's next move just got harder to read.

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Why Large-Cap Stocks Hold the Edge in a 5% Rate World

Many of the most popular stocks trading today are also some of the most volatile ones in the markets. Artificial intelligence (“AI”), energy, fintech, and even some of the “Magnificent Seven” stocks can take investors o…

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German retail sales falls unexpectedly in September

The EUR/GBP cross pares gains near 0.8345 during the early European session on Monday. The Euro (EUR) edges slightly lower following weaker German Retail Sales data. However, the stronger-than-expected Q3 Gross Domestic…

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An Investor’s Guide to Efficient Scale

Over the last two years, artificial intelligence has captured investors’ attention as the main driving force for technology markets. Whereas debates around names like Nvidia, AMD, or Super Micro were previously limited …

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Who Gets Paid for AI?

The worlds of artificial intelligence and blockchain are converging in groundbreaking ways. As AI systems become more autonomous and data-hungry, blockchain technology offers a secure, transparent, and decentralized inf…

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Moving Averages of the Ivy Portfolio and S&P 500: October 2026

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. Key Takeaways The Ivy Portfolio 10-month simple moving…

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Got Retirement on the Mind? Explore the Income Potential of CLOs

Inflation and rising rates have affected a variety of investment goals and approaches, particularly for investors focused on retirement. Key Takeaways: Retirement-focused investors are often seeking income, which CLOs c…

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Is the Uranium Miner Dip a Buying Opportunity?

Investors in the nuclear energy sector are witnessing a stark contradiction. In the last 30 days, market sentiment has soured, pushing key sector benchmarks like the Sprott Uranium Miners ETF NYSEARCA: URNM down a stagg…

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Confluence Asset Allocation Quarterly

Redmond Asset Management LLC purchased a new position in The Clorox Company (NYSE:CLX - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 1…

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Polish inflation falls to 3.5% in October, below forecasts

As anticipated in our last global economic outlook, elections around the world have driven notable policy changes that altered the trajectories of inflation, borrowing costs, currency values, and trade and capital flows…