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The Next Potential Volatility Explosion: Oil

Oil Shocks and Their Impact on the Stock Market: A Historical Overview Oil shocks throughout history, whether caused by geopolitical conflicts or disruptions in production,...

Navigating the Rate Cut: A Guide for Advisors

Introduction The ongoing Federal Reserve cycle has sparked intense debate regarding its resemblance to the 2007 and 1998 financial crises. While a definitive answer remains...

My 50-Cents – Fed Analysis from Leland Abrams of Wynkoop, LLC

The Federal Reserve Board cut their benchmark rate this week by 50 bps to a new range of 4.75% - 5.00%.  They indicated this...

Consumer Spending: Are Consumers Tapped Out or Pushing Back?

Consumer Spending: Are Consumers Tapped Out or Pushing Back?  Key Summary: Sentiment towards the consumer and spending is about as negative as I’ve seen. Assets...

Is the 60/40 Portfolio Dead? Exploring Alternatives for Smarter Asset Allocation

For a long time, the 60/40 portfolio was the cornerstone of financial planning for advisors. This simple strategy, allocating 60% to stocks and 40% to bonds, offered a balance between growth potential and stability. However, recent market trends are challenging the effectiveness of this traditional approach.

How Strong or Weak is the Consumer Halfway Through 2024?

Mean reversion is one of the most powerful and predictable phenomena inside markets.

The Average Annualized Return of Stocks in Higher Interest Rate Regimes Might Surprise You

Key Summary: Conventional wisdom states that stocks generally struggle in periods of higher rates. Fact: stocks generally perform above long-term averages in higher for...

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. 

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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.

How Advisors Can Prepare for Turbulent Times by Exploring a Risk Balanced Approach

Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...

Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.