Economic Insights

Market Matters: Eye-Opening Inflation & Looking at Volatility

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.

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. 

Inflation & Rates Update: Higher for Longer Continues to be the Base Case

March’s Inflation report highlights the last mile of inflation will be tougher to solve

Inflation & Rates Update: Higher for Longer Continues to be the Base Case

March’s Inflation report highlights the last mile of inflation will be tougher to solve

Market Matters: Nvidia’s Secret Weapon Just Received a Huge Upgrade

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

Market Matters: This Happens Every Time the Fed Tries to Cut Rates

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the direction of the market after Q1, gold, and much more in the latest edition of Market Matters.

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The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend

The Volatility Trader’s Reality Check: Markets Do What Markets Do

For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.