The Lookout

The Lookout | Week of October 03, 2022

This week will provide some crucial employment data that may shed light on the effects of the Fed’s fight against inflation. To help investors make sense of what’s ahead, Joe Tigay of Equity Armor Investments and Simon Lack of SL Advisors provide insights on what they’ll be watching as the week unfolds.

The Lookout | Week of September 26, 2022

Investors will have a lot on their plates this week with US Fed Chair Jerome Powell and European Central Bank President Christine Lagarde set to speak on both Tuesday and Wednesday. Hunter Frey of Catalyst Funds, Rational Funds, and Strategy Shares and Simon Lack of SL Advisors offer their insights on what investors should be watching ahead of several major market events this week.

The Lookout | Week of September 19, 2022

This week is set to be a busy one for investors with several key market events taking place, including the US Federal Reserve’s decision on interest rates. Hunter Frey of Catalyst Funds, Rational Funds, and Strategy Shares and Joe Tigay of Equity Armor Investments, LLC offer their insights into what investors should be watching.

The Lookout | Week of September 12, 2022

With several countries set to release August’s inflation numbers, investors will undoubtedly be curious to see the latest trend in the key economic indicator. With plenty at stake, Hunter Frey of Catalyst Funds, Rational Funds, and Strategy Shares offers his insights in this weeks edition of The Lookout.

The Lookout | Week of August 29, 2022

With several key economic indicators set to be released this week and markets still interpreting the latest speech from Fed Chair Powell given late last week, investors will have a lot to consider. In this week’s edition of The Lookout, we’re featuring insights from Hunter Frey of Catalyst Funds, Rational Funds, and Strategy Shares and Simon Lack of SL Advisors.

The Lookout | Week of August 22, 2022

It’s a packed week for investors as a number of data points crucial to the development of market sentiment will be released in the coming days. In this edition of The Lookout, we’re featuring insights from Hunter Frey of Catalyst Funds, Rational Funds, and Strategy Shares.

The Lookout | Week of August 22, 2022

It’s a packed week for investors as a number of data points crucial to the development of market sentiment will be released in the coming days. In this edition of The Lookout, we’re featuring insights from Hunter Frey of Catalyst Funds, Rational Funds, and Strategy Shares.

Special Feature on Wages and Inflation: “The Lookout” from Catalyst

Joe Tigay of Equity Armor Investments provides a broad market overview on inflation, the job market, and more in this extended edition of The Lookout. Simon Lack and his team at SL Advisors outlines their perspective on the transition to a green economy.

Newsletter

Don't miss

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.

Chart of the Week: is the Stock Market Getting Ahead of Itself?

In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.

What’s the Real Value of Active Management?

In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.