Featured Case Study
Case Study: Capitalizing on Stagflation
Even though the term “stagflation” remains an unconfirmed fear for investors as they try and draw parallels to the 1970s, that does not mean that opportunity does not exist. Rather, it is…
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Featured Events
Recap and Replay Available Now: Making Sense of Rising Inflation and the Global Energy Crisis with SL Advisors
On December 16, Simon Lack of SL Advisors and portfolio manager for an energy infrastructure fund at Catalyst Funds provided a market update on the current risks and opportunities in the…
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Latest News
A Potential Investment Opportunity of a Lifetime: And it’s Not Cryptocurrencies or Basic Innovation
By definition, "climate change" is the overarching shifts in global temperatures, resulting in atypical weather patterns. We are not referring to the natural weather changes that occur due to…
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ReSolve Riffs Digs into Physical Precious Metals with Mark Yaxley
This week we had the pleasure of hosting Mark Yaxley, founding partner of Strategic Wealth Preservation, which specializes in the acquisition and storage of precious metals for investors…
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Dreams into Action: Portfolio Manager Rob Gough’s Mission to Halt Climate Change
Rob Gough, Actor/Entrepreneur and Portfolio Manager at Strategy Shares, speaks to ABC’s Action News about the Halt Climate Change ETF that was launched this month, his personal journey to…
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The Upside Case For Pipelines – Part 2
Last week we published The Upside Case For Pipelines – Part 1. This examined factors unrelated to commodity prices that could provide the sector a boost. This blog post considers what might…
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Speculative Mania – Was 2021 The Peak?
"Speculative" is a word that aptly sums up the year 2021. The question that remains, however, is whether we have seen the peak in that speculative behavior, or will 2022 continue the trend?
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Chart of the Week: Soft Commodities Remain Poised to Continue Outperformance
Soft Commodities Remain Poised to Continue Outperformance
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Why Iron Ore Prices Mean More Than You Think
If you were a commodities-focused investor and had success over the last decade, iron probably had something to do with your performance. Indeed, according to this chart from S&P Global Platts…
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The Upside Case For Pipelines – Part 1
Part 1 of a two-part look at what could create upside surprises for midstream energy infrastructure. The downside is well understood and was experienced in full force quite recently. On March…
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Small Caps Could Be In Trouble In 2022
"Small caps," or small-capitalization companies, could be in trouble next year if signs from the NFIB survey are correct.
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2022 Market Outlook: The Hunt for Stabilization
The year 2021 was a mixed bag of innovation, value vs. growth debates, equity recalibrations, high supply side inflation (stagflation), structurally challenged employment data, new virus…
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“Wipe Out” Below The Calm Surface Of The Bull Market
"Wipe Out" is an appropriate description of what is happening beneath the calm surface of the bull market.
As we head into the end of the year, many are hoping for "Santa to visit Broad and…
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Inflation’s Upside Risk
The media referred to the Fed’s “hawkish pivot” following Wednesday’s revised dot plot and faster taper. More accurate is that chair Jay Powell confirmed that the FOMC was following the…
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