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 the volatility markets, and much more ..read more

[vc_row][vc_column][vc_column_text]Key Summary: Conventional wisdom states that stocks generally struggle in periods of higher rates. Fact: stocks generally perform above long-term averages in higher for longer regimes. Historically speaking, value has a slight edge versus growth in these periods but be careful of where you seek “value.”   Very Important thesis: If equities generate roughly 8-10% a year over time, leading brands serving the dominant driver of the economy, in theory, should compound at 13%+ over time. We have significant proof on this topic. In a world where rates and in ..read more

Having risen by about 40% since last October, Gold is on a moonshot. Many investment professionals consider gold prices to be a macro barometer, measuring the level of anxiety in the economy, inflation, currency, and geopolitics. Therefore, we must investigate what is and isn’t driving the price of gold higher. The Divorce Between Gold and Real Yields To help us figure out what may be driving the momentum in Gold, it is worth first considering that a trusty relationship that largely explained the movement in gold prices broke down about two years ago. The graph below, courtesy of Matt Weller ..read more

Key Summary: March’s Inflation report highlights the last mile of inflation will be tougher to solve for. Consumer behavior has changed since the pandemic, we expect these trends to persist. With equity markets a bit volatile under the surface of the index, opportunities abound. Very Important thesis: If equities generate roughly ~10% a year over time, leading brands, high quality franchises, serving the dominant driver of the economy, in theory, should compound at 13%+ over time. We have significant proof on this topic. The world’s most dominant brands could not be a timelier investment for ..read more

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.  The post Market Matters: Nvidia’s Secret Weapon Just Received a Huge Upgrade appeared first on Catalyst Insights ..read more

Gains All Around Investors seeking clarity on the future path of inflation and interest rates struggled to find it in March as key economic indictors sent mixed signals. The month kicked off with a strong February jobs report, with the Labor Department reporting that nonfarm payrolls increased by 275,000 for the month (against expectations of 198,000). While the February numbers suggested the economy continues to run hot, downward revisions to the December and January reports reduced the initial estimates for those months by 167,000 jobs and the unemployment rate rose from 3.7% to 3.9% in Fe ..read more

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. The post Market Matters: This Happens Every Time the Fed Tries to Cut Rates appeared first on Catalyst Insights ..read more

Watch Joe Tigay and Brian Stutland, co- portfolio managers of a hedged-equity strategy for Catalyst Funds, discuss the semiconductor industry, upcoming events, and much more in the latest edition of Market Matters.   The post Market Matters: A Deep Dive into the Semiconductor Sector and More appeared first on Catalyst Insights ..read more

Household equity allocations are again sharply rising, as the “Fear Of Missing Out” or “F.O.M.O.” fuels a near panic mentality to chase markets higher. As Michael Hartnett from Bank of America recently noted: “Stocks are up a ferocious +25% in 5 months, which has happened just 10 times since the 1930s. Normally, such surges occur from recession lows (1938, 1975, 1982, 2009, 2020), but, of course, we did not have a recession in 2023, according to the Biden administration. These surges also occur at the start of bubbles (Jan’99).” As discussed in the recent Bull Bear Report, we can only i ..read more

The Artificial Intelligence boom means there is a need for vastly more computing power. This is leading to a sharp jump in data centers, with a consequent increase in projected electricity demand (see AI Boosts US Energy). Elon Musk noted the pressure this is putting on the supply of electric infrastructure. Electricity is stepped up to very high voltage for transmission before being transformed back down to the familiar 110V we use. For example, generator transformers now have a two-year waiting list. Most regions of the US are planning for increased power demand. The PJM region attributes it ..read more