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Global Manager on China: 83 Tons of Fraudulent Gold

The last few months have continued to cement our conviction to avoid investment in China- based companies. The Senate passed a bill that could force the delisting of China-based stocks on U.S. exchanges.

Investing in Commodities: Seasonal Factors Make Active Management Necessary

This whitepaper provides trade examples using seasonal charts as guidance for positioning when taking seasonal factors into consideration. Long-only, indexing, and other passive commodity investing strategies may not address seasonal factors, treating investing in commodities as if they were equities, even though they are very di¬fferent.

5 Nasdaq Stocks with Most and Least Economic Exposure to Oil

The global COVID-19 pandemic and disagreements between Russia and Saudi Arabia caused a one-two punch to the oil prices back in March of 2020. This has created a glut in the oil Market creating disarray amongst OPEC leaders and investors with the futures prices turning negative in April of 2020 for the first time in history.

5 Nasdaq Stocks with Most and Least Economic Exposure to Oil

The global COVID-19 pandemic and disagreements between Russia and Saudi Arabia caused a one-two punch to the oil prices back in March of 2020. This has created a glut in the oil Market creating disarray amongst OPEC leaders and investors with the futures prices turning negative in April of 2020 for the first time in history.

Your Portfolio on Politics

We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an...

Your Portfolio on Politics

We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an...

The Most Admired & Relevant Brands Drive Outperformance

Clearly I am a believer in the investment thesis of investing in the most powerful and relevant brands. It’s nice to see some third party validation on a regular basis and as of last week, we have an updated datapoint via the 2020 BrandZ Top Global Brands Report. 2020 Top 100 Most Valuable Brands Report.

The Most Admired & Relevant Brands Drive Outperformance

Clearly I am a believer in the investment thesis of investing in the most powerful and relevant brands. It’s nice to see some third party validation on a regular basis and as of last week, we have an updated datapoint via the 2020 BrandZ Top Global Brands Report. 2020 Top 100 Most Valuable Brands Report.

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Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

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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.