Tag: outlook

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.

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.

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.

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

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the latest inflation expectations, volatility, Nvidia, and much more in the latest edition of Market Matters. 

The opportunity in front of investors is unlike anything we have ever seen because the size of the current wealth transfer is unprecedented in world history.

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.