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Diversifying with Bonds
13 October, 2026 by Craig BasingerWith AI now driving stock prices and a material share of global growth, three scenarios for the AI bubble show why bonds, at yields near multi-decade highs, can offset that risk even when stock and bond correlations are positive.
Stealth Bear05 October, 2026 by Craig BasingerAs bond yields climb, we explain why weak market breadth beneath the S&P 500's headline strength matters for dividend portfolios, rate-sensitive sectors, and asset allocation.
Hot in Herre28 September, 2026 by Craig BasingerYields are up and markets aren't bothered because of stronger growth. For the economy, it's getting hot in herre.
Gold: Old and New21 September, 2026 by Craig BasingerGold used to be a reliable inflation hedge, but a new model built on ETF flows is now driving its price. And even though people call Bitcoin "digital gold," it might not offer the same protection in a portfolio.
Yields, Tariffs, Seasonality and Flows08 September, 2026 by Craig BasingerTariffs grabbed the headlines again, but yields, seasonality, and Canadian equity flows are also strong factors shaping markets right now.
More Debt, More Growth (For Now)31 August, 2026 by Craig BasingerRising debt and leverage are fueling today's growth and market highs, but understanding where that credit is flowing matters more than the headline numbers alone.