Corporate Insights

Pipeline Earnings Confirm Positive Trends

Energy remains probably the least loved of the S&P500’s 11 sectors. Over-investing in new projects has turned off many investors, who would like to...

Pipeline Earnings Confirm Positive Trends

Energy remains probably the least loved of the S&P500’s 11 sectors. Over-investing in new projects has turned off many investors, who would like to...

IPO of the Week: Guardant

Founded in 2011, Guardant Health is a Redwood City, CA-based precision oncology company. The company provides blood tests (or liquid biopsy) for recurrence and early detection for cancer diagnosis and treatment (cancer continuum of care).

IPO of the Week: Stitch Fix

Founded in 2011 as Rack Habit Inc, Stitch Fix is a San Francisco-based online personal styling retailer. As an eCommerce company, Stitch Fix combines data science and human judgment to deliver periodic or on-demand personalized merchandise subscription box (Fix).

IPO of the Week: Stitch Fix

Founded in 2011 as Rack Habit Inc, Stitch Fix is a San Francisco-based online personal styling retailer. As an eCommerce company, Stitch Fix combines data science and human judgment to deliver periodic or on-demand personalized merchandise subscription box (Fix).

Is NextEra Running in Place?

Investing in midstream energy infrastructure today means pipelines, storage, gathering and processing and all the physical networks that sit between oil and gas wells...

IPO of the Week: Twilio

Founded in 2008 and headquartered in San Francisco, Twilio develops and provides a cloud-based communication platform that enables developers to integrate voice, messaging and video capabilities into their software applications via Application Programming Interfaces (APIs).

Hedge Your Spending by Investing in the Brands You Like Most

As consumers, we work in order to spend our hard-earned money daily on both essential and discretionary products and services. But have you ever given it a thought to connect the dots between your spending patterns and your investment decisions?

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Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

Income Shines: November 2024 HANDLS Monthly Report

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Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

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.