Investment Strategy Insights

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. 

America is Making Investments in The Right Types of Energy

The US Energy Information Administration (EIA) released its Short-Term Energy Outlook (STEO) last week. It confirmed the current trends of increased production, improving mix and declining CO2 emissions.

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.

Recession Alarms Ring: Housing, Jobs Forecast 2024 Economic Storm!

As we welcome in the new year of 2024, the inevitability of an economic downturn lingers on the horizon. The question isn’t if a recession will materialize, but rather when its shadow will cast itself upon us.

Positive Inflections Everywhere: Short-term Overbought, Intermediate Term Still Oversold

Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.

Positive Inflections Everywhere: Short-term Overbought, Intermediate Term Still Oversold

Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.

Abrams: PPI and CPI Data Releases Show We’ve Essentially Reached Fed’s Target

The producer price index (PPI) release, which generally reflects wholesale prices, which ultimately feed into consumer prices, was below estimates on all fronts this morning (including core).

History is Projecting Volatility to SPIKE in 2024

The AAII Investor Sentiment is painting an intriguing picture as we step into the third week of increasing bullish sentiment.

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Small Cap Catch-Up: Market Reset?

This week marks the beginning of a significant earnings season, with reports expected from several major companies including NFLX, ASML, JNJ, BA, MS, UNH, TSM, and GS.

June Retail Sales Report Leads to More Questions

Today's retail sales release has us scratching our heads. The...

June HANDLS Monthly Report: Summer Heat

The graph and table above provide return data for...

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).

Monetary Policy Is Increasing The Deficit

Last week the Congressional Budget Office (CBO) released their latest ten-year budget projection. Significant deterioration in our fiscal outlook is visible with every release.