Economic Insights

Buying Stocks Is Easy, Selling Is The Hard: 7 Rules to Manage Risk

Buying stocks is easy; the hard part is knowing when to sell. I read an excellent article recently by Michael Batnick on his trials and tribulations in owning a stock. To wit:

Is Mining the Next Shale?

Before there were Saudis – there were Texans. In 1948, U.S. oil production and reserves accounted for 64 percent and 34 percent of the global total. Texas was the largest U.S. producer by far, accounting for 45 percent of total U.S. production.

The Gray Rhinos: The Long-Term Investment that Hedges Tactical Volatility Opportunities

Last week inflation reached its highest level since 1981 (CPI MoM = 8.5%), aligning with the whirlwind of macro, policy, geopolitical, and social uncertainty, putting downside pressure across asset classes throughout 2022.

The Gray Rhinos: The Long-Term Investment that Hedges Tactical Volatility Opportunities

Last week inflation reached its highest level since 1981 (CPI MoM = 8.5%), aligning with the whirlwind of macro, policy, geopolitical, and social uncertainty, putting downside pressure across asset classes throughout 2022.

Don’t Fight the Fed

Investors concerned about the prospect of future interest rate hikes by the Federal Reserve may find it beneficial to review the historical performance of balanced portfolios during previous periods of rising interest rates.

Don’t Fight the Fed

Investors concerned about the prospect of future interest rate hikes by the Federal Reserve may find it beneficial to review the historical performance of balanced portfolios during previous periods of rising interest rates.

Goldman Sachs Destroys An Investing Myth?

Did Goldman Sachs destroy a persistent myth about investing in stocks? Sam Ro recently suggested such was the case for the “sacred CAPE ratio.”

Bailouts and the Demise Of Capitalism and Free Markets

Bailouts are the root cause of the dysfunction of capitalism and the demise of free markets.

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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.