The opportunity in front of investors is unlike anything we have ever seen because the size of the current wealth transfer is unprecedented in world history.
Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the latest in Volatility, Nvidia, CPI and Yields, and much more in the latest edition of Market Matters.
Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.
Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.
As we begin 2024, the state of the consumer is a great place to start. As dedicated consumer spending-focused investors, the state of the consumer is an important variable to understand.
Could there be a better core than the global consumption theme? Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.
Could there be a better core than the global consumption theme? Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.
Positive seasonality is upon us at a time when breadth measures are extreme. Markets are currently in extreme FEAR mode, offering a contrarian opportunity.
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
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