The Average Annualized Return of Stocks in Higher Interest Rate Regimes Might Surprise You

Key Summary: Conventional wisdom states that stocks generally struggle in periods of higher rates. ...

Gains All Around: March 2024 HANDLS Monthly Report

Investors seeking clarity on the future path of inflation and interest rates struggled to find it in March as key economic indictors sent mixed signals. The month kicked off with a strong February jobs report, with the Labor Department reporting that nonfarm payrolls increased by 275,000 for the month (against expectations of 198,000). While the February numbers suggested the economy continues to run hot, downward revisions to the December and January reports reduced the initial estimates for those months by 167,000 jobs and the unemployment rate rose from 3.7% to 3.9% in February.

The Consumer and Consumer Spending Continues to be Stable & Positive

Very Important thesis: If equities generate roughly 8-10% a year over time, leading brands serving the dominant driver of the economy, in theory, should compound at 13%+ over time. We have significant proof on this topic below. For a variety of reasons, the last few years has been difficult for the average stock. Betting against consumption-focused stocks after a below-average 3 years has been a poor investment decision. History is very clear on this topic.

Is the AI Bubble about to Burst?

Market Matters Presented by Miax Exchange group. Options pros Joe Tigay and Brian Stutland talk about the weeks news, the bubble forming in AI, and trade earnings in CRWD Crowdstrike.

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Retail Sales Data Suggests A Strong Consumer Or Does It

The latest retail sales data suggests a robust consumer, leading economists to become even more optimistic about more robust economic growth this year.

Market Matters: What Happens After Bitcoin Halving?

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds discuss Bitcoin Halving and the potential investment opportunities that follow, the latest in volatility markets, and much more. 

The Average Annualized Return of Stocks in Higher Interest Rate Regimes Might Surprise You

Key Summary: Conventional wisdom states that stocks generally struggle...

Is Gold Warning Us Or Running With The Markets?

Having risen by about 40% since last October, Gold is on a moonshot. Many investment professionals consider gold prices to be a macro barometer, measuring the level of anxiety in the economy, inflation, currency, and geopolitics. Therefore, we must investigate what is and isn’t driving the price of gold higher.

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How Strong or Weak is the Consumer Halfway Through 2024?

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Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the latest inflation expectations, volatility, Nvidia, and much more in the latest edition of Market Matters. 

The Largest Wealth Transfer in History Has Begun – Brands Benefit Most

The opportunity in front of investors is unlike anything we have ever seen because the size of the current wealth transfer is unprecedented in world history.

A Showery Spring: April 2024 HANDLS Monthly Report

While March signaled gains, April proved challenging, culminating in widespread losses.