Investors are slowly waking up to the realization that "stagflation" is a problem. For years, the term "stagflation" has been thrown around and dismissed like a sighting of "Bigfoot." However, rising inflationary pressures are now colliding with slowing economic growth. This collision presents a challenge for Central Bankers and their monetary policy experiments.
Investors are slowly waking up to the realization that "stagflation" is a problem. For years, the term "stagflation" has been thrown around and dismissed like a sighting of "Bigfoot." However, rising inflationary pressures are now colliding with slowing economic growth. This collision presents a challenge for Central Bankers and their monetary policy experiments.
The fact we have the lowest interest rates in 5000-years is indicative of the economic challenges we face. Such was a note brought to my attention by my colleague Jeffrey Marcus of TPA Analytics
Is "buy and hold" always the best way to invest? It is common to see increasing numbers of articles touting the benefits of "armchair" investing during long bull market advances. The last decade has been a boon for the index ETF industry, financial applications, and media websites promoting "buy and hold" investing and diversification strategies.
Is "buy and hold" always the best way to invest? It is common to see increasing numbers of articles touting the benefits of "armchair" investing during long bull market advances. The last decade has been a boon for the index ETF industry, financial applications, and media websites promoting "buy and hold" investing and diversification strategies.
Dow 40000! Yes, it will eventually happen. Such should not be surprising given the massive amounts of global liquidity chasing fewer assets. But while Dow 40,000 will undoubtedly bring out the “Party Hats,” it is also a massive disappointment of the promises made to investors.
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