Economic Insights

Finding Investment Opportunities as U.S. Mortgage Debt Surpasses 2008 Peak

While the risk of another consumer credit meltdown might be rising, the structure of the consumer credit market, particularly with respect to residential mortgage backed securities (RMBS), is fundamentally less vulnerable than it was in the 2005-2008 period.

Bond Buyers Should Buy Pipeline Stocks

Yields on McDonalds’ Euro-denominated bonds recently joined European sovereign debt in negative territory. It’s a headline writers dream (juicy burgers, not yields…customers and investors...

Trade Wars: End in Sight

Last week’s fears of global recession herald the late stages of Trump’s trade war. It’s already possible to see the outlines of a triumphant...

Art of the Tariff

Yesterday’s White House announcement that newly imposed tariffs on Chinese goods would be delayed three months sent stocks higher. The trade dispute hasn’t hurt...

Protecting Intellectual Property is Key to Trade War Resolution

News related to progress (or rather lack thereof) on the trade front with China has moved the financial markets year-to-date and for a good portion of last year.

Protecting Intellectual Property is Key to Trade War Resolution

News related to progress (or rather lack thereof) on the trade front with China has moved the financial markets year-to-date and for a good portion of last year.

Stocks Offer Bond Investors an Opening

The Federal Open Market Committee probably feels pretty good about last week’s decision to cut rates. We noted the multiple macro issues confronting decision...

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How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

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.

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