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An Alternative Perspective on Economic Risk: How Economic Shocks Impact Twenty S&P 500 Stocks

By measuring and understanding sensitivities to economic changes, financial advisors can avoid investing or not investing in companies just because these companies fall or...

The Virus That’s Plaguing the Market

As you are probably aware, stocks have recently retreated as investors are trying to determine the economic and financial implications of the Coronavirus, or...

The Virus That’s Plaguing the Market

As you are probably aware, stocks have recently retreated as investors are trying to determine the economic and financial implications of the Coronavirus, or...

Despite the Headlines, Volatility Presents a Buying Opportunity for Long-Term Investors

What a wild week in equity markets it was. Markets took the escalator up over the last five months and took the elevator down...

Credit Expert Discusses Coronavirus Impact and Investment Opportunities

This week has brought incredible single day moves in financial markets — the largest in a couple of years. The chief culprit is the...

Hedging Your Portfolio in Volatile Markets

In my colleague’s recent blog post (https://catalyst-insights.com/is-the-bond-market-giving-us-a-warning-sign/), he cautioned that bonds and the Chicago Board Options Exchange's CBOE Volatility Index (VIX) were giving us...

Hedging Your Portfolio in Volatile Markets

In my colleague’s recent blog post (https://catalyst-insights.com/is-the-bond-market-giving-us-a-warning-sign/), he cautioned that bonds and the Chicago Board Options Exchange's CBOE Volatility Index (VIX) were giving us...

What Golf and Investing Can Tell Us About the Benefits of a Hybrid Approach

Despite being practically nonexistent 20 years ago, hybrid golf clubs are now used by most professional golfers, regularly part of a golfer’s set, and in two-thirds of golf iron sets sold today.

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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.

Private Markets: The Largest Mega Trend in Financial Services

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Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.