Key Summary:
• Chart of the Week: The market is not as expensive as the media describes it.
• Brand update #1: Live Nation – robust demand continues & the stock is on sale.
• Brand update #2: Uber – strong trends and the shift to profitability continues.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
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.
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.