Stretched valuations in many stock and bond markets are challenging investors to look farther afield to meet investor return targets. Many investors find themselves recommending portfolios that are uncomfortably far out along the risk curve, stretching for higher yields and increasing pro-cyclical asset exposure.
The question of Japanization in the U.S. continues as the S&P 500 tracks the Nikkei of 1980. An email question I received recently is worth discussing in more detail.
The question of Japanization in the U.S. continues as the S&P 500 tracks the Nikkei of 1980. An email question I received recently is worth discussing in more detail.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
Catalyst Funds
Rational Funds
Strategy Shares