Equity Insights

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: 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.

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.

Market Matters: A Deep Dive into the Semiconductor Sector and More

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.

Market Matters: A Deep Dive into the Semiconductor Sector and More

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.

Equity Runs While Fixed Income Falters: February 2024 HANDLS Monthly Income Report

Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.

Equity Runs While Fixed Income Falters: February 2024 HANDLS Monthly Income Report

Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.

The Case For Real Assets

Real assets that can raise prices either on commercial terms or because their regulatory framework ensures a minimum return on invested capital can be an effective way to maintain the purchasing power of savings.

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How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.

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