In theory, a group of leading companies serving a very large and growing market should also be a solid investment opportunity. Testing this theory using a look-back of the actual performance of a basket of leading Consumer Discretionary brands offers some proof to this thesis.
With the exception of MLPs, securities markets continued to deliver robust gains across the board in December as the markets began to divine measurable rate cuts by the Fed in 2024.
Sometimes, investors over-complicate the investment process. It’s important to remember to start with the long-term returns shown by markets and compare them to the shorter-term experience.
Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.
Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.
Securities markets shrugged off a challenging three months and delivered robust gains across the board in November as hopes for a soft economic landing gained ground among investors.
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.
Catalyst Funds
Rational Funds
Strategy Shares