Economic Insights

The Ripple Effect: Reflecting on August 2023

There’s always something to fret about in the world of finance. Yet, more often than not, the market defies our worries and continues its ascent. We’ll remain vigilant and prepared for the worst while continuing to expect the best.

A Consumer Health Update

The longer the prices of everything we consumer regularly, stays elevated; the more discerning consumers will be regarding spending.

A Consumer Health Update

The longer the prices of everything we consumer regularly, stays elevated; the more discerning consumers will be regarding spending.

Earnings updates from 3 Mega Brands Serving Important Mega Trends.

Leading companies serving large end-markets will tend to outperform over time. On the rare occasions when they struggle, that’s usually a time to be adding to those companies.

July HANDLS Market Recap: Equities Continue to Run

Equity categories that make up the Nasdaq Dorsey Wright Explore portion of HANDLS Indexes generally outperformed the fixed-income categories, with MLPs leading the way with a 6.4% return for the month.

Tracking the Brands & Trends Younger Generations Love Offers Great Insights for Investors

Younger consumers create long-term trends. The brands they love are a key focus for our team.

Analysis: July PCE/ECI Data Points to Goldilocks Economy

Today's much anticipated release of economic data including the Employment Cost Index (ECI) and the Fed's preferred inflation measure, the Personal Consumption Expenditure (PCE) all painted the picture of a goldilocks scenario.  Inflation is abating, wages and labor market conditions are cooling, while the economy continues to grow, and spending remains resilient.

Exploring New Volatility Products: The Rise of SPIKES Futures

In the dynamic world of volatility trading, the demand for innovative derivatives contracts has been on the rise.

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

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

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

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

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.