Key Points
• Stock markets often over-react, the truth mostly lives in the middle.
• We have likely begun the stagnation part of our economic reality.
•...
Most energy investors wish the Shale Revolution had never happened. Energy independence was realized through sharply higher oil and gas output. But the promise...
The headlines are still unnerving and volatility remains a worry. Many asset classes have yet to recover and countless investors fear additional losses. Fundamentals, investor positioning and sentiment are all conveying mixed signals.
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