Economic Insights

David Cohen Joins “Behind the Ticker” with Brad Roth of ETF Central to Discuss the HANDLS Indexes

David Cohen, Co-Founder of the HANDLS Indexes, two of which are generally correlated with two ETFs from Strategy Shares, recently joined Brad Roth on the "Behind the Ticker" podcast.

The Laws of Attracting Alpha – Portfolio Manager Profile of Eric S. Meyer, PhD, J.D., CFA

In this portfolio manager profile, you’ll learn how Portfolio Manager Eric Meyer’s career led him to find interesting investing opportunities that resulted in the...

Economic Data Analysis for June 15 – Market Sees What the Fed Won’t Admit To (Just Yet)

Leland Abrams of Wynkoop, LLC and a portfolio manager of a fixed income fund at Catalyst, provides his analysis of the June 15 economic data...

“Talk is Cheap” – What the Fed’s Decision to Pause Interest Rate Hikes Could Mean for Investors

The FOMC left the benchmark federal funds rate unchanged this week at 5-5.25%. However, the summary of economic projections (SEP) dot plot indicated two more 25 bp rate hikes this year and higher rates in 2024 and 2025. The FOMC statement was decidedly hawkish as was the press conference.

CPI June Reaction: Don’t Be Fooled by the 0.4% Month-Over-Month Gain in the Core!

Following the June 13 CPI report that shows inflation has dipped to 4% year-over-year (YoY) but Core inflation is up 0.4% on the month,...

May HANDLS Market Recap: Cloudy with a Ray of Sunshine

The graph and table above provide return data for major income-oriented asset categories for the month of May 2023 and YTD 2023. Returns for...

In the Real World, We Love When Great Merchandise Goes on Sale. In the Investment World, Sales Can Offer Money-Making Opportunities.

We know intuitively, buying great merchandise on sale is something consumers love. Ironically, in the investment business, when great stocks go on sale, investors tend to freeze or sell. That’s a mistake.

Navigating Volatility: Portfolio Allocation Insights for Concerned Investment Advisors

Investment advisors face challenges in managing portfolios amidst a dynamic market. One notable trend is the flat performance of Russell 1000 value, coupled with suppressed volatility in a range-bound market. Concerns arise from the concentration of gains within a few names, particularly in the tech sector, within the S&P 500.

Newsletter

Don't miss

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?

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

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.

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.