Featured Case Study
UPDATED – 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…
Share
“The Lookout” from Catalyst
The Lookout | Week of May 16, 2022
This week, Simon Lack of SL Advisors provides his insights into the Fed’s challenging path forward, and Dan Rudnitsky of SMH Advisors shares what he’s watching. Read more below.
Share
Latest News
Chart of the Week: Bonds Begin to Diversify Equity Volatility
Bonds Begin to Diversify Equity Volatility
Share
The Biggest Crash In History Is Coming? Kiyosaki Says So.
Robert Kiyosaki recently tweeted, “The best time to prepare for a crash is before the crash. The biggest crash in world history is coming. The good news is the best time to get rich is during…
Share
A Good Week For The Fed
Financial advisors probably feel that they’re more than earning their pay recently. Market volatility is high, which means clients want to know what’s going on. Advisors have in the past…
Share
ReSolve Riffs with Vincent Deluard on the Historical Trajectory of Inflation and Market Implications
Vincent Deluard is the Global Macro Strategist for StoneX, where he advises institutional investors on asset allocation and risk management. He joined us for an awesome conversation that…
Share
The Discipline of Forecasting: The Benefits of Systematic Approaches During Uncertainty (Part 1)
The second quarter of 2022 continues with intense volatility. Both equity markets and bond markets continue to unravel the complexities of supply constraints, stagflation, hawkish Fed policy…
Share
“Don’t Be Bearish.” The Inevitable End Of Bad Advice.
“Don’t be bearish.” That was the message delivered by a Wall Street Journal article in August 2021, discussing the “new generation” of “financial media stars.” To wit:
Share
High-Energy Earnings Boost Pipelines
Earnings for pipeline companies are generally devoid of excitement unless steady growth gets you animated, such is the stability of most business models. But 1Q22 earnings were full of…
Share
Catalyst/Rational Instant Reaction: Fed Raises Rates 50 Bps; Takes 75 bp Hike Off Table for June
Catalyst and Rational investment teams initial reaction to today’s 50 bps rate hike from the Federal Reserve and the subsequent Q&A session.
Share
Buying Stocks Is Easy, Selling Is The Hard: 7 Rules to Manage Risk
Buying stocks is easy; the hard part is knowing when to sell. I read an excellent article recently by Michael Batnick on his trials and tribulations in owning a stock. To wit:
Share
Why Recession Fears Can Help Energy Stocks
Last week recession questions were more common than in the past during our many conversations with clients. The likely performance of the energy sector during a slowdown is what they’re asking.
Share
Chart of the Week: Both Equities and Bonds Struggle to Start Q2: It is Time for Alternatives
Both Equities and Bonds Struggle to Start Q2: It is Time for Alternatives
Share
Is Mining the Next Shale?
Before there were Saudis – there were Texans. In 1948, U.S. oil production and reserves accounted for 64 percent and 34 percent of the global total. Texas was the largest U.S. producer by far,…
Share
