Economic Insights

June Retail Sales Report Leads to More Questions

Today's retail sales release has us scratching our heads. The posted number showed strong retail sales for the month of June (ex-autos) with the control...

June HANDLS Monthly Report: Summer Heat

The graph and table above provide return data for major income-oriented asset categories for the month of June 2024 and YTD 2024. Returns for...

The Fed is Fighting Yesterday’s Problem & Creating Tomorrow’s Economic Challenge

While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).

Monetary Policy Is Increasing The Deficit

Last week the Congressional Budget Office (CBO) released their latest ten-year budget projection. Significant deterioration in our fiscal outlook is visible with every release.

Is it time to carve off some capital from todays most crowded trades?

The longer the period one gets rewarded, the less risky we feel the investment becomes. Risk happens slowly and then all at once.

Trading Zone: Massive rebalancing in the Tech Sector

This week on the Trading Zone, we explore the complexities of volatility as we approach the upcoming presidential election and also the massive rebalancing in the tech center following the Nvidia hit this past week.

Is the 60/40 Portfolio Dead? Exploring Alternatives for Smarter Asset Allocation

For a long time, the 60/40 portfolio was the cornerstone of financial planning for advisors. This simple strategy, allocating 60% to stocks and 40% to bonds, offered a balance between growth potential and stability. However, recent market trends are challenging the effectiveness of this traditional approach.

How Strong or Weak is the Consumer Halfway Through 2024?

Mean reversion is one of the most powerful and predictable phenomena inside markets.

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Thematic Investing Can Add a Ton of Value to Portfolios

Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.

Investing in Big Rivers is a No-Brainer, Common Sense Decision.

The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.

The Next Potential Volatility Explosion: Oil

Oil Shocks and Their Impact on the Stock Market:...

The Future is Finally Here: September 2024 HANDLS Monthly Report

The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).

Navigating the Rate Cut: A Guide for Advisors

Introduction The ongoing Federal Reserve cycle has sparked intense debate...