This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not been nearly as exciting.
Last month, I discussed how there are many similarities to 2007, with volatility and bond prices moving together. Couple some economic data like housing permit growth, PE for stocks, a rally in gold, and household debt all looking like 2007 numbers with volatility and bonds looking like investors are getting ready to head for the hills in the stock market, and the backdrop looks like a recession was imminent.
Last month, I discussed how there are many similarities to 2007, with volatility and bond prices moving together. Couple some economic data like housing permit growth, PE for stocks, a rally in gold, and household debt all looking like 2007 numbers with volatility and bonds looking like investors are getting ready to head for the hills in the stock market, and the backdrop looks like a recession was imminent.
It’s no secret that the coronavirus (COVID-19), which started in China and has now spread to other nations including the U.S., is negatively impacting...
It’s no secret that the coronavirus (COVID-19), which started in China and has now spread to other nations including the U.S., is negatively impacting...
As you are probably aware, stocks have recently retreated as investors are trying to determine the economic and financial implications of the Coronavirus, or...
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