Featured Case Study
Midyear Outlook 2022: How to Reap Returns During a Recession
As we enter the second half of the year, many questions remain regarding the trajectory of financial markets and the economy. Our stance on stagflation (or "recession-inflation") remains…
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“The Lookout” from Catalyst
The Lookout | Week of December 05, 2022
This week will be an important one for the energy sector with several important industry-related figures set to be released. To help investors make sense of what’s going on in the world of…
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A Historic Amount of Wealth is Transferring
Millennials and Gen-Z are likely the primary beneficiaries of the wealth that's being transferred from Boomers & their parents. I've seen it firsthand across my friend cohort, a handful of…
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Lessons From The “Nifty Fifty”
Recently, Bank of America discussed the “5-Lessons From The Nifty Fifty.” Of course, if you are unfamiliar with the importance of “The Nifty Fifty,” it is worth explaining.
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AMLP Trips Up On Tax Complexity
We all know the US tax code is complicated. ALPS Advisors, manager of the Alerian MLP ETF (AMLP), has been tripped up by the tax complexities inherent in their fund structure. As a result…
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A Historic Amount of Tax Loss Selling Today Leads to Great Buying Opportunities for Tomorrow
If you are an investor or a manager of other people's investments, 2022 has been a particularly difficult year. Generally, fixed income assets act as a safe haven when stocks are under siege.…
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Some Energy Forecasts Are Aspirational
Long term energy forecasts are nowadays subject to a partisan test by many readers based on whether or not they project a rapid energy transition. The biggest oil and gas producers such as…
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More Bearish Market Action Before The Bull Can Run
Following the weaker-than-expected October inflation report, stocks surged on hopes the Fed will “pivot” sooner than later. As we discussed recently, a “policy pivot” is not necessarily…
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Hard Landing Coming? Investors Don’t Think So.
Is a “hard landing” coming, economically speaking, as the Fed continues its most aggressive rate hike campaign in 40 years? Investors don’t seem to think so as investors continue to chase…
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Why Aren’t Renewables Stocks Soaring?
2022 should have been a great year for renewables. The prices of fossil fuels, which they are supposed to replace, have jumped. Russia’s invasion of Ukraine has heightened the importance of…
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Volatility 411 – Bear Market Rotation
As investors try to discern if the current market is a bear market rally or signaling the end of the bear market, Joe Tigay provides his analysis on this and other topics in this brief video…
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Crypto Currencies & Exchanges Versus Real Brands
By now, you have likely seen and heard the news about FTX’s epic collapse & bankruptcy filing last week. Over the last year, lots of smaller cryptocurrency platforms have gone under and the…
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David Miller Joins Money with Chuck Jaffe to Discuss Insider Buying
In the interview, David discusses the buying methodology for a number of Catalyst strategies, including two that track insider buying by executives to evaluate potential momentum inside each company.
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Energy Pragmatism Is Beating Extremism
As the world’s leaders meet in Egypt at the COP27 climate change conference, there are reasons for optimism among those who yearn for a pragmatic approach to reducing global Green House Gas…
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