Introducing: Headlines from Across the MAP

Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Starting this week, we will be publishing a weekly curation of our favorite reads. Here is the first edition:

Bloomberg: “Two Ex-Fed Officials Offer a Faster Way to Make Stimulus Payments”

Omninvest: “The Dollar as a Reserve Currency and the State of Currency Markets”

CNBC: “Op-ed: Keep your Eyes on Russia for an August Surprise of Putin’s Making”

NBC News: “Hong Kong Elections Postponed Following Crackdown on Opposition Candidates”

Institutional Investor: “They’d Find Fraud, Fraud, Fraud”

NPR:“State Unemployment Agencies could Take Months to Adapt to White House Proposal, Memos Show”

Techspot: “The Rise, Fall and Revival of AMD”

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Newsletter

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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.

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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.

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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.
Michael Dzialo, Portfolio Manager
Michael Dzialo, Portfolio Manager
Michael Dzialo is President, Portfolio Manager and founder of MAP, a sub-advisor to Catalyst Funds. Mr. Dzialo is Portfolio Manager of a global equity strategy and a global balanced strategy fund at Catalyst Funds and has over 31 years of investment experience.

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.

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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.