Equity Insights

Consensus Views for 2024: Where are the Opportunities?

Investors are still neutral on opportunities for risk taking in 2024.

Santa Provides a Boost: December 2023 HANDLS Monthly Income Report

With the exception of MLPs, securities markets continued to deliver robust gains across the board in December as the markets began to divine measurable rate cuts by the Fed in 2024.

Heading Into 2024: There’s Still Plenty of Room for Recovery in Stocks & Great Brands

Sometimes, investors over-complicate the investment process. It’s important to remember to start with the long-term returns shown by markets and compare them to the shorter-term experience.

Positive Inflections Everywhere: Short-term Overbought, Intermediate Term Still Oversold

Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.

Positive Inflections Everywhere: Short-term Overbought, Intermediate Term Still Oversold

Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.

Ending the Fall Season Strong: November 2023 HANDLS Monthly Income Report

Securities markets shrugged off a challenging three months and delivered robust gains across the board in November as hopes for a soft economic landing gained ground among investors.

Monitoring Extremes in Retail Investor Sentiment Offers a Wonderful Edge

There are many ways to track consumer and investor sentiment. Generally, only at extremes does the data offer very compelling investment opportunities.

Navigating the Santa Claus Rally

Last week’s market surge carried the November rally forward, a momentum fueled by a significant repricing of interest rates in the bond market. Since the last Federal Reserve meeting, rates have taken a dramatic dip, sparking optimism in the market.

Newsletter

Don't miss

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.

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.