Insights

Uncommon Sense

Challenge Conventional Thinking

Avoiding crowded thinking is more important than ever in today’s complex and dynamic market. With Uncommon Sense, Michael Arone, Chief Investment Strategist for the US SPDR® business, provides contrarian perspectives on US and global markets that encourage investors to think beyond consensus opinion to identify and capitalize on new opportunities.

August

Stellar Earnings Are Silencing Market Noise…But Will They Last?

If earnings are the engine keeping stocks climbing the wall of worry to reach new heights, Michael Arone argues that future earnings results could be the market’s biggest risk.

June

Late Summer Data Key to Answering Transitory Inflation Question

Michael Arone outlines the data to watch to determine if inflation is transitory or more permanent.

April

Unappreciated Business Spending Boom Set to Send Stocks Higher

Aided by huge cash reserves, cheap financing costs and sky-high stock prices, businesses are likely to unleash massive spending this year. Michael Arone examines the shopping list.

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