Tag: economic insights

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Market Matters: What Happens After Bitcoin Halving?

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds discuss Bitcoin Halving and the potential investment opportunities that follow, the latest in volatility markets, and much more. 

Inflation & Rates Update: Higher for Longer Continues to be the Base Case

March’s Inflation report highlights the last mile of inflation will be tougher to solve

Inflation & Rates Update: Higher for Longer Continues to be the Base Case

March’s Inflation report highlights the last mile of inflation will be tougher to solve

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. 

Market Matters: This Happens Every Time the Fed Tries to Cut Rates

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the direction of the market after Q1, gold, and much more in the latest edition of Market Matters.

Market Matters: This Happens Every Time the Fed Tries to Cut Rates

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the direction of the market after Q1, gold, and much more in the latest edition of Market Matters.

Market Matters: A Deep Dive into the Semiconductor Sector and More

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.

Market Matters: A Deep Dive into the Semiconductor Sector and More

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.

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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?
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