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 September 19, 2022
This week is set to be a busy one for investors with several key market events taking place, including the US Federal Reserve’s decision on interest rates. Hunter Frey of Catalyst Funds,…
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Latest News
Fed Rate Hike Analysis – Interest Rates Up 75 bps; What It Means for Investors
As the Fed continues to push interest rates higher to combat inflation (today announcing a 0.75% increase), investment professionals from across the Catalyst Funds and Rational Funds network…
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Analysis: Cost Averaging Adds Significant Value
In last week's blog, I highlighted the positive long-term track records of a handful of the most admired brands to show how important the consumption thematic is for investors. I also showed…
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Asset Bubbles & Forward Returns
Asset bubbles have been prevalent throughout history. Whether it was the “Tulip bubble” in the 1600s, the South Sea bubble of the 1700s, or the Dot.com bubble of 2000, they were all a result…
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The Fed Is Misreading Housing Inflation
The August CPI report that came out last Tuesday was the catalyst for a sharp market reversal. The headline number was a benign 0.1%, helped by falling gasoline prices. But the “core” number…
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Corrections In Leading Companies Are for Buying
Historically, equity markets are positive roughly 80% of the time, or 8 out of 10 years. So far this year, they are negative. In addition, the average annual drawdown peak to trough is ~14%…
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The Strong Fundamentals Underpinning Pipelines
Since 2016 the payout on the MLP-dedicated Alerian MLP ETF (AMLP) is down by half. Corporations have done better because they generally have higher coverage. Today’s pipeline CFO is building…
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Recession Signals Abound As Fed Hikes Rates
While the Federal Reserve is focused on fighting inflation and willing to cause “some pain” to achieve victory, they hope to do so without evoking a recession. Such may be a challenge for two…
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The Rule Of 20 & Why The Bear Market Remains
The “Rule Of 20” says the “bear market” may just be resting despite much commentary to the contrary. In a recent Investing.com article, Bank of America strategist Savita Subramanian warned…
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August Market Recap from HANDLS Indexes: In Like a Bull, Out Like a Bear
Markets enjoyed a strong start to August, continuing a rally that saw rising asset values across the board in July. Alas, the second half of the month proved more challenging for investors,…
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How Occidental Invests In Lower Taxes
Occidental Petroleum (OXY) has a checkered history. In 2019 CEO Vicki Hollub snatched Anadarko away from Chevron (CVX), who already had a signed deal in place. CVX CEO Mike Wirth showed…
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ReSolve Riffs: Mutineer Jason Buck on All Weather and Cockroach Portfolios for the Long Run
This week we welcomed back our good friend Jason Buck (founder and CIO of Mutiny Fund) for the final episode before the summer break. Our conversation included:
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The Bear Market Is Over. Or, Is It Just Hibernating?
The bear market is over. While that statement fills the mainstream media, it remains a hotly debated question in every media forum. It is an interesting point considering that it was just in…
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