Economic Insights

Real Returns On Bonds Are Gone

A recent short term strategy outlook from a large buyside firm walked through market expectations for Fed policy, S&P earnings, the election and drew...

Texas Reconsiders Flaring

Nothing exemplifies America’s low natural gas prices more than its flaring where takeaway infrastructure is inadequate. In the Permian basin in West Texas and...

Texas Reconsiders Flaring

Nothing exemplifies America’s low natural gas prices more than its flaring where takeaway infrastructure is inadequate. In the Permian basin in West Texas and...

Our Prosperity is Tied to the U.S. Economy

Hypothetically speaking, if you had to invest in a particular area of the U.S. economy, which do you think would offer the best investment opportunity?

Companies Benefiting from Strong Chinese Consumer Demand

China continues to dominate market headlines, as global tariff wars heat up. Many companies are benefitting from growing domestic consumption and spending power in China and the rest of Asia.

Companies Benefiting from Strong Chinese Consumer Demand

China continues to dominate market headlines, as global tariff wars heat up. Many companies are benefitting from growing domestic consumption and spending power in China and the rest of Asia.

Can Trump Manage the Economic Cycle?

The current economic recovery, launched out of the cauldron of the 2008-09 financial crisis, continues to percolate. Directly following the 2016 presidential election, many...

Can Trump Manage the Economic Cycle?

The current economic recovery, launched out of the cauldron of the 2008-09 financial crisis, continues to percolate. Directly following the 2016 presidential election, many...

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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.

How Advisors Can Prepare for Turbulent Times by Exploring a Risk Balanced Approach

Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...

Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.