A Blue-Chip Update: Where do Amazon, Nike, and Meta Stand?
Core allocations should be highly correlated to core themes around the globe. Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.
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Options Action: Brian Stutland Featured on CNBC
Brian Stutland of Equity Armor Investments and a portfolio manager for Rational Advisors recently joined CNBC to discuss volatility in the NASDAQ, options trading, and more.
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The Summer Doldrums: August 2023 HANDLS Monthly Income Report
The Nasdaq 5HANDL Index was up 7.3% through the end of August, versus returns of 8.3% and 10.8% for the Nasdaq 7 HANDL Index and Nasdaq 10 HANDL Index, respectively.
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A Five-Minute Consumer Trends Update
if the S&P 500 Index has generated an annualized return of roughly 8-10% over the long-term, leading companies serving important industries should, in theory, generate 300bps+ more over long periods of time. Understanding this and investing for it offers investors a long-term edge.
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A Recession Is Coming, Or Is It?
Since the beginning of 2022, the media has regularly warned a recession is coming. As we suggested previously, if a recession DID occur, it would be the most well-forecasted recession ever on record.
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Analysis: July PCE/ECI Data Points to Goldilocks Economy
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.
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Navigating Market Uncertainty with Dollar Cost Averaging
As the year began with grim predictions and market uncertainties, investors faced a tough choice: selling assets and holding onto cash or jumping into stocks. Fear of significant financial losses during turbulent times is entirely understandable. However, there’s a prudent and reliable investment strategy that can help our clients sail through these challenging waters: dollar cost averaging (DCA).
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Business Insider: The Manager Behind An Award-Winning Fund That’s Beaten 99% Of Peers Over 5 Years Shares The Investing Strategy That’s Brought Him So Much Success
Business Insider Recently Profiled David Miller, CIO For Catalyst Funds, In An Article That Discusses The Catalyst Systematic Alpha Fund (ATRFX).
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