As earning season begins to wrap up and the eyes of the market turn to the Fed, here’s what our investment team is watching this week! We’re featuring insights from Dan Rudnitsky of SMH Advisors and Joe Tigay of Equity Armor in this edition of The Lookout.
This week we’re featuring insights from Simon Lack and his team at SL Advisors, and Joe Tigay of Equity Armor Investments in this edition of The Lookout.
It’s a short but packed week with several U.S. data releases, an ECB interest rate decision and press conference, and more ahead. This week we’re featuring insights from Matt Ferratusco of Lyons Wealth Management, Simon Lack and his team at SL Advisors, and Daniel Rudnitsky of SMH Capital Advisors on what they’re in the week ahead in this edition of The Lookout.
This week we’re introducing a new series named “Four Questions With” in which we discuss topical market events with an investment professional from the Catalyst and Rational network.
This week we’re introducing a new series named “Four Questions With” in which we discuss topical market events with an investment professional from the Catalyst and Rational network.
Daniel Rudnitsky of SMH Capital Advisors, Simon Lack and his team at SL Advisors, and Hunter Frey of Catalyst provide commentary on what markets might expect in the week ahead in this edition of The Lookout.
Daniel Rudnitsky of SMH Capital Advisors and Simon Lack and his team at SL Advisors provide commentary on what markets might expect in the week ahead in this edition of The Lookout.
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
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