Hunter Frey, Analyst
Hunter Frey, Analyst

Chart of the Week: Opportunistic Soft Commodities Drive Alpha YTD

Chart of the Week

Chart of the Week | March 07, 2022
Macro Insights

Opportunistic Soft Commodities Drive Alpha YTD

  • Amid the uncertainty of the Russia-Ukraine war in eastern Europe weighing on equity returns, strategic investment opportunities remain, aligning with our Market Outlook for 2022.
  • Wheat demand and supply dynamics continue to diverge as the wheat supply outlook worsens with war ravaging Ukraine, one of the largest wheat producers in Europe.
  • Other commodities remain poised to continue relative outperformance including other grains such as corn and soybean and fertilizers/agrichemical companies.
[vc_btn title=”Download this Chart of the Week” color=”primary” link=”url:https%3A%2F%2Fcatalyst-insights.com%2Fwp-content%2Fuploads%2F2022%2F03%2FCI_ChartOfTheWeek_03-07-22.pdf||target:%20_blank|”]

Latest

Economic Insights

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

0
Politics Trumps the Numbers, Can Markets Keep Their Cool?
Economic Insights

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

0
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
Economic Insights

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

0
An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend
Economic Insights

The Volatility Trader’s Reality Check: Markets Do What Markets Do

0
For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

Newsletter

Don't miss

Economic Insights

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

0
Politics Trumps the Numbers, Can Markets Keep Their Cool?
Economic Insights

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

0
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
Economic Insights

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

0
An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend
Economic Insights

The Volatility Trader’s Reality Check: Markets Do What Markets Do

0
For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.
Economic Insights

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

0
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
Hunter Frey, Analyst
Hunter Frey, Analyst
Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

David Cohen -
Politics Trumps the Numbers, Can Markets Keep Their Cool?
Read more

The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

Joe Tigay, Portfolio Manager -
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
Read more

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

Joe Tigay, Portfolio Manager -
An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend
Read more

About us

Most recent

Most popular

Subscribe

© Catalyst Insights - 2024 - All rights reserved.