Corporate Insights

IPO of the Week: Planet Fitness

Incorporated in 2007 as SafeChannel, Zscaler is a cloud security company headquartered in San Jose, California. Zscaler offers a cloud platform, together with related support services to provide privacy and security for both internal and external network connections.

IPO of the Week: Zscaler

Incorporated in 2007 as SafeChannel, Zscaler is a cloud security company headquartered in San Jose, California. Zscaler offers a cloud platform, together with related support services to provide privacy and security for both internal and external network connections.

The Most Crowded Trade of the Year: Fear, Uncertainty, and Doubt

As one would expect euphoric periods offer poor returns and periods with horrendous sentiment tend to offer more attractive returns. Let’s see where the crowded trades are now.

IPO of the Week: Invitation Homes, Inc.

Founded in 2012, Invitation Homes is a single-family homes rental company. The company owns and operates homes for lease in the United States.

Our Prosperity is Tied to the U.S. Economy

Hypothetically speaking, if you had to invest in a particular area of the U.S. economy, which do you think would offer the best investment opportunity?

IPO of the Week: MongoDB, Inc.

Incorporated in 2007 under the name 10Gen, and launched the Server in 2009, MongoDB is a database software provider.

IPO of the Week: MongoDB, Inc.

Incorporated in 2007 under the name 10Gen, and launched the Server in 2009, MongoDB is a database software provider.

A Podcast on stock screening techniques and recent consumer trends

Brand guru Eric Clark did a recent podcast on Investing City where he talks about identifying great stocks as well as recent consumer trends.

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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

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

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.