As you’ve read and seen already, Saturday’s attack on Saudi Arabia’s oil facilities, including a processing plant, is the largest disruption to oil supply that the markets and world have seen in recent times.
I don’t remember a time when the macro environment has received as much attention as it does today. Perhaps this is understandable given how weak global economic data has been and how much money has flowed into negatively yielding bonds.
Even after crude oil’s reported reserves draw of over 10-million barrels (mb) reported when estimates were near 2 mb, the price of oil has still not been able to hold a substantial rally.
The yellow metal gold has received much attention lately after being “neglected” for so many years. Gold’s advance has reached the highest closing price since 2013. Multiple factors can attribute to the rise.
There is a $16 trillion pile of negative yielding debt around the world and global central banks are officially trying to out-dove each other as one after next slashes interest rates in a race to the bottom. Against this backdrop, what is an investor to do?!
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