Investment Strategy Insights

Wisdom Of Crowds Isn’t Always Wise To Follow.

The "wisdom of the crowd" isn't always wise to follow. A recent article by Scott Nations via MarketWatch made an excellent point.

The Gray Rhinos: The Long-Term Investment that Hedges Tactical Volatility Opportunities

Last week inflation reached its highest level since 1981 (CPI MoM = 8.5%), aligning with the whirlwind of macro, policy, geopolitical, and social uncertainty, putting downside pressure across asset classes throughout 2022.

The Gray Rhinos: The Long-Term Investment that Hedges Tactical Volatility Opportunities

Last week inflation reached its highest level since 1981 (CPI MoM = 8.5%), aligning with the whirlwind of macro, policy, geopolitical, and social uncertainty, putting downside pressure across asset classes throughout 2022.

Don’t Fight the Fed

Investors concerned about the prospect of future interest rate hikes by the Federal Reserve may find it beneficial to review the historical performance of balanced portfolios during previous periods of rising interest rates.

Don’t Fight the Fed

Investors concerned about the prospect of future interest rate hikes by the Federal Reserve may find it beneficial to review the historical performance of balanced portfolios during previous periods of rising interest rates.

Finding Opportunities in a Volatile 2022

Volatility has plagued the markets so far in 2022 as steadfast inflation at almost 8% (a 40 year high), geopolitical strife from the Russia-Ukraine war, commodity price appreciation from agricultural products to industrial metals (because of inflationary pricing and geopolitical sanction hurting supply), and the Federal Reserve’s quantitative tightening agenda (to tame inflation) have been risk-on trades for markets, highlighting macroeconomic uncertainty and projecting a possible slowdown in GDP growth globally.

A Potential Investment Opportunity of a Lifetime: And it’s Not Cryptocurrencies or Basic Innovation

By definition, "climate change" is the overarching shifts in global temperatures, resulting in atypical weather patterns. We are not referring to the natural weather changes that occur due to volcanic eruptions, changes in ocean currents, earthquakes, hurricanes, etc.

A Potential Investment Opportunity of a Lifetime: And it’s Not Cryptocurrencies or Basic Innovation

By definition, "climate change" is the overarching shifts in global temperatures, resulting in atypical weather patterns. We are not referring to the natural weather changes that occur due to volcanic eruptions, changes in ocean currents, earthquakes, hurricanes, etc.

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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.