Corporate Insights

Energy Transfer’s Weak Governance Costs Them

Three years ago, Energy Transfer Equity (then ETE, now ET following its 2018 simplification) cleverly extricated itself from a ruinous attempted acquisition of Williams...

Energy Transfer’s Weak Governance Costs Them

Three years ago, Energy Transfer Equity (then ETE, now ET following its 2018 simplification) cleverly extricated itself from a ruinous attempted acquisition of Williams...

Bull/Bear Spread Back to Extremes

Tracking Teen Favorites Could Be A Portfolio Alpha Generator.

Bull/Bear Spread Back to Extremes

Tracking Teen Favorites Could Be A Portfolio Alpha Generator.

IPO of the Week: Coupa

Founded in 2006 and headquartered in San Mateo, CA, Coupa Software provides a cloud-based spend management platform for businesses. The platform consists of procurement, invoicing, expense management and other supporting modules that help companies to manage spend.

IPO of the Week: Coupa

Founded in 2006 and headquartered in San Mateo, CA, Coupa Software provides a cloud-based spend management platform for businesses. The platform consists of procurement, invoicing, expense management and other supporting modules that help companies to manage spend.

IPO of the Week: Floor & Decor

Founded in 2000, Floor & Decor is a private equity-backed specialty retailer of hard surface flooring and related accessories with warehouse-format stores. The company offers in-stock tile, wood, laminate and natural stone flooring along with decorative and installation accessories.

IPO of the Week: Floor & Decor

Founded in 2000, Floor & Decor is a private equity-backed specialty retailer of hard surface flooring and related accessories with warehouse-format stores. The company offers in-stock tile, wood, laminate and natural stone flooring along with decorative and installation accessories.

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David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.

Chart of the Week: is the Stock Market Getting Ahead of Itself?

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

What’s the Real Value of Active Management?

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.

Election Trepidation: October 2024 HANDLS Monthly Report

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.

The Election Results Are In. The Market Likes the Results.

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.