Research

Chart of the Week: 20 Month Performance of the S&P 500 TR Index After a Recession

20 Month Performance of the S&P 500 TR Index After a Recession

Chart of the Week: 20 Month Performance of the S&P 500 TR Index After a Recession

20 Month Performance of the S&P 500 TR Index After a Recession

Japanization: The S&P 500 Is Tracking The Nikkei Of 1980

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.

Japanization: The S&P 500 Is Tracking The Nikkei Of 1980

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.

Chart of the Week: Small-Cap Value Outperforms Large-Cap Value Over the Past 20 Years

Small-Cap Value Outperforms Large-Cap Value Over the Past 20 years

This Won’t End Well – Gen Z’ers Take on Debt to Invest

Young investors are taking on personal debt to invest in stocks. I have not personally witnessed such a thing since late 1999. At that time, “day traders” tapped credit cards and home equity loans to leverage their investment portfolios.

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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.