Investment Strategy Insights

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.

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.

Exploring New Volatility Products: The Rise of SPIKES Futures

In the dynamic world of volatility trading, the demand for innovative derivatives contracts has been on the rise.

Exploring New Volatility Products: The Rise of SPIKES Futures

In the dynamic world of volatility trading, the demand for innovative derivatives contracts has been on the rise.

Navigating Market Uncertainty with Dollar Cost Averaging

As the year began with grim predictions and market uncertainties, investors faced a tough choice: selling assets and holding onto cash or jumping into stocks. Fear of significant financial losses during turbulent times is entirely understandable. However, there’s a prudent and reliable investment strategy that can help our clients sail through these challenging waters: dollar cost averaging (DCA).

Business Insider: The Manager Behind An Award-Winning Fund That’s Beaten 99% Of Peers Over 5 Years Shares The Investing Strategy That’s Brought Him So...

Business Insider Recently Profiled David Miller, CIO For Catalyst Funds, In An Article That Discusses The Catalyst Systematic Alpha Fund (ATRFX).

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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.

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

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