One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position,...
One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position,...
Recently, Jim O’Shaughnessy posted a series of tweets recounting some of the things he has (and admittedly hasn’t) learned over his 30-year career.
My take...
Recently, Jim O’Shaughnessy posted a series of tweets recounting some of the things he has (and admittedly hasn’t) learned over his 30-year career.
My take...
As we leave 2016 behind and prepare for 2017, I wanted to share some of the themes we have recently been speaking and writing about. Over the last quarter, we penned four articles, appeared in three videos, and were quoted several times in additional articles.
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.
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.
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.
Catalyst Funds
Rational Funds
Strategy Shares