Beyond Sectors: Finding True Defensive Stocks in 2026's Volatile Market
Sector labels can mislead. This guide outlines how patient investors can screen for genuinely defensive stocks on the NYSE, Nasdaq and TSX.
The Fed's Dilemma: Rate Hike Pause Under Pressure From Oil Shock and Dissent?
A sudden Iran war oil shock forces the Fed into a high-stakes choice — pause, pivot, or tighten — and markets …
Canadian REITs Shine as CPI Looms: A Safe Haven in a Volatile Market?
Canadian retail REITs (CHP.TO, CRR.TO) look defensive ahead of Canadian CPI — but higher rates and tenant risk…
Empire State Manufacturing Slump: A Warning Sign for the US Economy?
March's Empire State Manufacturing index unexpectedly slipped to -0.2 (vs. +3.0 est.), a regional wobble that …
Decoding Baron Opportunity Fund's 25-Year Success: A Growth‑Meets‑Value Masterclass
A data-first look at how Michael Lippert’s Baron Opportunity blends growth and value, outperforming the S&P 50…
Cramer Doubles Down on Boeing and Goldman Sachs: A Contrarian Bet on Value?
Jim Cramer ups Boeing and Goldman Sachs in his Charitable Trust — a contrarian, value-driven move that could n…
Gold vs. Bonds: The Battle for Safe-Haven Dominance Intensifies
Gold's safe-haven status is being challenged by bonds as yields rise. Is this a temporary wobble or a structur…
Divided Fed: Will Hawks Dissent Amid Iran War's Inflationary Pressure?
Hawkish Fed members may dissent in March amid rising inflation from geopolitical tensions, potentially impacti…
Maple Leaf Advantage? Exploring Canadian Value Portfolios Amid US Market Uncertainty
Amid US market volatility, Canadian value portfolios offer diversification & stability. Are lower P/E ratios n…
Beyond Sectors: A Systematic Approach to Screening for Defensive Stocks in 2026
Don't just look at sector names. Find defensive stocks with predictable demand, strong cash flow, and conserva…
Are Bonds Broken? Iran Conflict Tests Traditional Safe-Haven Status
Bonds fail to buffer portfolios amid Iran tensions. Is it time to rethink safe-haven assets?
PPI Data Looms: Will Wholesale Inflation Reignite Stagflation Fears?
Traders brace for PPI data amid stagflation whispers. Will wholesale inflation force the Fed's hand and roil m…
North American Economic Crossroads: Will CPI and Industrial Production Data Steer Policy?
Upcoming CPI and industrial production data releases could be pivotal in shaping central bank policies and mar…