Equity Insights

Broad Market Participation Could be the Story in 2024

CPI is now stable and trending modestly lower with the Fed able to be patient. The stage is now set for broader participation across size & style boxes.

Navigating Economic Volatility Amidst Crucial CPI Data

This week stands as a pivotal moment, with the eagerly anticipated Consumer Price Index (CPI) poised to send ripples through the economic landscape.

Navigating Economic Volatility Amidst Crucial CPI Data

This week stands as a pivotal moment, with the eagerly anticipated Consumer Price Index (CPI) poised to send ripples through the economic landscape.

A Market Sentiment Check: Bearishness is High, Forward Expectations are Low.

One report I always enjoy getting is the AAII individual investors’ stock sentiment survey. In yesterday’s report, 50.3% of investors reported they are bearish on stocks. For reference, the historical average for bearishness is 31%.

A Market Sentiment Check: Bearishness is High, Forward Expectations are Low.

One report I always enjoy getting is the AAII individual investors’ stock sentiment survey. In yesterday’s report, 50.3% of investors reported they are bearish on stocks. For reference, the historical average for bearishness is 31%.

Volatility Zone: Joe Tigay on the Market’s Early Week Rebound and October’s Jobs Report

Volatility is down to start the week as the market is rebouding. Look for the market to move on the Jobs number on friday.  Watch OIL as a sign for global growth and the risks of escalation in war.

Volatility Zone: Joe Tigay on the Market’s Early Week Rebound and October’s Jobs Report

Volatility is down to start the week as the market is rebouding. Look for the market to move on the Jobs number on friday.  Watch OIL as a sign for global growth and the risks of escalation in war.

The Magnificent Fab Four

It’s been hard to beat the S&P500 so far in 2023. And yet, midstream energy infrastructure continues to close in on a third successive calendar year of outperformance.

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The Volatility Trader’s Reality Check: Markets Do What Markets Do

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Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

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Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

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Markets Gone Wild: April 2025 HANDLS Monthly Report

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