Featured

Apple’s $Trillion Flywheel: The Gift that Keeps on Giving

As a stock, Apple continues to be under-appreciated and under-owned by asset managers and individuals. It’s not a hyper growth stock that typical growth investors love to buy and it’s not a classic value stock that a deep value manager gets intrigued by.

Apple’s $Trillion Flywheel: The Gift that Keeps on Giving

As a stock, Apple continues to be under-appreciated and under-owned by asset managers and individuals. It’s not a hyper growth stock that typical growth investors love to buy and it’s not a classic value stock that a deep value manager gets intrigued by.

MAP Views: Positioning Portfolios for a Higher Inflationary Environment

Stocks marched higher during the past three months, marking the fifth consecutive quarterly advance since the pandemic-induced crash last year. Value stocks continued their upward momentum but did give up some of their gains relative to growth stocks in June.

Life After Libor?

Debates​​ continue to run​​ rampant​​ during the last six months of the​​ London Interbank Offered Rate (LIBOR)​​ benchmark. Some think​​ the Secured Overnight Financing Rate (SOFR) benchmark​​ is the perfect unitary solution.​​ Meanwhile, others believe that a multi-benchmark environment is best. As a result, uncertainty, confusion, and opinions have started to muddle the path of​​ “Life after the LIBOR”.

Life After Libor?

Debates​​ continue to run​​ rampant​​ during the last six months of the​​ London Interbank Offered Rate (LIBOR)​​ benchmark. Some think​​ the Secured Overnight Financing Rate (SOFR) benchmark​​ is the perfect unitary solution.​​ Meanwhile, others believe that a multi-benchmark environment is best. As a result, uncertainty, confusion, and opinions have started to muddle the path of​​ “Life after the LIBOR”.

The Future Of Mortgage Rates & U.S. Real Estate With Leland Abrams

Leland Abrams recently joined Alexander Fleiss at Rebellion Research for a lively discussion.

The Future Of Mortgage Rates & U.S. Real Estate With Leland Abrams

Leland Abrams recently joined Alexander Fleiss at Rebellion Research for a lively discussion.

Market Rallies To All-Time Highs As Bulls Dismiss Fed

Well, that was undoubtedly an exciting bought of volatility. Last week, we reviewed our “signals” and the market sell-off.

Newsletter

Don't miss

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

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.