Economic Insights

What Higher-Than-Expected Jobless Claims Could Mean for the Economy, Fed’s Path Forward, and More

Leland Abrams of Wynkoop, LLC and a portfolio manager of a fixed income fund at Catalyst, provides his analysis and snapshot of the current economy...

CPI Instant Reaction – Inflation is Not 5%!

Following the May 10 CPI report that shows inflation has dipped under 5%, Leland Abrams of Wynkoop, LLC and a portfolio manager of a...

CPI Instant Reaction – Inflation is Not 5%!

Following the May 10 CPI report that shows inflation has dipped under 5%, Leland Abrams of Wynkoop, LLC and a portfolio manager of a...

Instant Fed Reaction – Fed Raises Rates 25 bps; Pause Ahead?

Following the Federal Open Market Committee’s decision to raise interest rates 25 bps this afternoon, Leland Abrams, portfolio manager of a fixed income fund, provided his initial market insights.

Instant Fed Reaction – Fed Raises Rates 25 bps; Pause Ahead?

Following the Federal Open Market Committee’s decision to raise interest rates 25 bps this afternoon, Leland Abrams, portfolio manager of a fixed income fund, provided his initial market insights.

Portfolio Construction Ideas: Clients Love Commonsense Ideas

In a bull market, generally every asset goes up and to the right. Some portfolios perform better than others but overall, everyone is making money and happy. Thankfully, markets go up roughly 80% of the time. I've been working with Advisors for 28 years now and have had the opportunity to analyze portfolio construction through the lens of a holdings-based approach. There is no right or wrong way to build a portfolio but today I wanted to highlight the potential benefits of a simple, 3-pronged approach driven by commonsense, logic, and robust data.

Portfolio Construction Ideas: Clients Love Commonsense Ideas

In a bull market, generally every asset goes up and to the right. Some portfolios perform better than others but overall, everyone is making money and happy. Thankfully, markets go up roughly 80% of the time. I've been working with Advisors for 28 years now and have had the opportunity to analyze portfolio construction through the lens of a holdings-based approach. There is no right or wrong way to build a portfolio but today I wanted to highlight the potential benefits of a simple, 3-pronged approach driven by commonsense, logic, and robust data.

How to Play Offense & Defense in a Portfolio – Part 2: Offense

For Part 2 of the portfolio creation topic, I wanted to shift to offense. There’s thoughtful, steady growth while paying attention to costs and maintaining high operational efficiency and there’s growth at all-cost. When rates were at zero and access to capital was plentiful, the “growth-at-all-cost” companies performed exceptionally well.

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