Research

Inflation vs. Deflation – Which Is The Bigger Threat In 2022?

Inflation vs. deflation – while headlines get filled with “inflation” concerns, historical data shows “deflation” remains a threat.

Chart of the Week: Carbon Efficient Companies Outperform the Overall Market

Carbon Efficient Companies Outperform the Overall Market

Could The Fed Trigger The Next “Financial Crisis”

Could the Fed trigger the next "financial crisis" as they begin to hike interest rates? Such is certainly a question worth asking as we look back at the Fed's history of previous monetary actions. Such was a topic I discussed in "Investors Push Risk Bets."

Charting The Stock Market “Melt Up,” & The Fed’s Naivety

Charting the stock market “melt-up” in prices, and the Fed’s naivety of the laws of physics may be of benefit to younger investors. After more than a decade of rising prices, accelerating markets seem entirely normal, detached from underlying fundamentals. As a result, new acronyms like “TINA” and “BTFD” get developed to rationalize surging prices.

Chart of the Week: Events Causing Gold ($/Spot) Price Increases

Events Causing Gold ($/Spot) Price Increases

Chart of the Week: Events Causing Gold ($/Spot) Price Increases

Events Causing Gold ($/Spot) Price Increases

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Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

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.