Leading companies serving large end-markets will tend to outperform over time. On the rare occasions when they struggle, that’s usually a time to be adding to those companies.
Equity categories that make up the Nasdaq Dorsey Wright Explore portion of HANDLS Indexes generally outperformed the fixed-income categories, with MLPs leading the way with a 6.4% return for the month.
Today's much anticipated release of economic data including the Employment Cost Index (ECI) and the Fed's preferred inflation measure, the Personal Consumption Expenditure (PCE) all painted the picture of a goldilocks scenario. Inflation is abating, wages and labor market conditions are cooling, while the economy continues to grow, and spending remains resilient.
Leland Abrams, who serves as Chief Investment Officer for the investment manager Wynkoop LLC and a portfolio manager of a fixed income fund at Catalyst, provides...
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.