Featured
Stability in Chaos: The Market Moves Forward Despite Global Tensions
Explore Catalyst Funds | Explore Rational Funds The Macro View: Volatility, Tariffs, and Fed Jitters By David Miller, Co-Founder and Chief Investment Officer, Catalyst Capital Advisors LLC and Rational Advisors, Inc. As we begin Q3 2025, the investing landscape continues to be shaped by three dominant macro forces: persistent trade tensions, evolving interest rate policy, and […]
Corporate Insights
Short-Term Noise Can Lead to Long-Term Opportunity
If you only take one thing from today’s musing, take this: storms are a sideshow to sunnier days. Markets go up 80-85% of the time so it’s in the down periods that we get an opportunity to buy great merchandise on sale.
Economic Insights
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.
Economic Insights
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.
Economic Insights
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.
Economic Insights
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.
Economic Insights
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.
Economic Insights
What’s the Real Value of Active Management?
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.
Corporate Insights
Thematic Investing Can Add a Ton of Value to Portfolios
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
Corporate Insights
Investing in Big Rivers is a No-Brainer, Common Sense Decision.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
Economic Insights
The Future is Finally Here: September 2024 HANDLS Monthly Report
The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).
