Corporate Insights

Peter Lynch: Why his track record at Magellan was #1

There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...

Peter Lynch: Why his track record at Magellan was #1

There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...

IPO of the Week: The Trade Desk

Established in 2009, Trade Desk is an advertising technology company. Trade Desk provides a self-serve technology platform for ad buyers, which the programmatic advertising...

IPO of the Week: The Trade Desk

Established in 2009, Trade Desk is an advertising technology company. Trade Desk provides a self-serve technology platform for ad buyers, which the programmatic advertising...

Chevron Writes Shale’s Next Chapter

In the 1990s U.S. bankers were consolidating. My own career spans several bank mergers. Manufacturers Hanover merged with Chemical Bank in 1992, followed by...

Shale Cycles Faster, Boosting Returns

Chevron (CVX) CEO Mike Wirth must have used the term “short-cycle” at least half a dozen times on Friday’s conference call discussing their $33BN...

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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.

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.