Economic Insights

Art of the Tariff

Yesterday’s White House announcement that newly imposed tariffs on Chinese goods would be delayed three months sent stocks higher. The trade dispute hasn’t hurt...

Protecting Intellectual Property is Key to Trade War Resolution

News related to progress (or rather lack thereof) on the trade front with China has moved the financial markets year-to-date and for a good portion of last year.

Protecting Intellectual Property is Key to Trade War Resolution

News related to progress (or rather lack thereof) on the trade front with China has moved the financial markets year-to-date and for a good portion of last year.

Stocks Offer Bond Investors an Opening

The Federal Open Market Committee probably feels pretty good about last week’s decision to cut rates. We noted the multiple macro issues confronting decision...

Stocks Offer Bond Investors an Opening

The Federal Open Market Committee probably feels pretty good about last week’s decision to cut rates. We noted the multiple macro issues confronting decision...

Fed Ponders Multiple Uncertainties

If not today, then within a few weeks the Federal Reserve is likely to acquiesce to President Trump’s call for lower rates. Ten year...

Natural Gas: The Big Energy Story

The world’s energy sector is undergoing a transformation. Widespread press coverage of the growth in renewables reflects increasing concern about climate change. Nextera Energy,...

Brexit Meets the Shale Revolution

Britain’s new prime minister, Boris Johnson, sports a mop of blond hair, shuns conventionality and routinely spins facts to suit his purpose. The photo...

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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.