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The Fed has a credibility problem.

Volatility experts, financial advisors Brian Stutland and Joe Tigay break down last weeks federal reserves statement coupled with Jerome Powel's interview on 60 minutes. Brian has an earnings trade on Palantir. Joe explains long call spreads in options 101.

Consumer Stocks: The Mean Reversion Opportunity

In theory, a group of leading companies serving a very large and growing market should also be a solid investment opportunity. Testing this theory using a look-back of the actual performance of a basket of leading Consumer Discretionary brands offers some proof to this thesis.

Abrams: PPI Data Shows Continued Disinflation; Rate Cuts Could Be On Deck

January 12, 2024 - Today’s Producer Price Index report supports the notion that inflation has essentially been defeated.  PPI fell to negative headline MoM, 0% core MoM, 1.8% YoY core change, and 1.0% YoY headline change.

Abrams: PPI and CPI Data Releases Show We’ve Essentially Reached Fed’s Target

The producer price index (PPI) release, which generally reflects wholesale prices, which ultimately feed into consumer prices, was below estimates on all fronts this morning (including core).

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.

Analysis: The End of Fed Hikes? And When Markets Are Pricing in the First Cut of 2024

When looking at the markets on the day of the October CPI release (Nov. 14) vs. later in the week (Nov. 16), you’ll notice there’s been a big shift in thinking, with ZERO additional rate hikes priced in from the Federal Reserve, signaling their fight against inflation may be coming to an end. A June rate cut has actually been priced in, and there are signs that it’s inching even earlier.

Was the Fed’s November Pause an Ease in Disguise?

Leland Abrams, who serves as Chief Investment Officer for the investment manager Wynkoop LLC and a portfolio manager of a fixed income strategy at...

Trade Talks: Brian Stutland Featured on NASDAQ’s News Program

Volatility indexes are often seen as barometers for how the market is reacting to newsworthy events, so how are they behaving in light of heightened geopolitics and higher rates?

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Navigating the Rate Cut: A Guide for Advisors

Introduction The ongoing Federal Reserve cycle has sparked intense debate...

My 50-Cents – Fed Analysis from Leland Abrams of Wynkoop, LLC

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A Summer Surge: August 2024 HANDLS Monthly Report

After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.

Where are the Hidden Risks in Your Portfolio Currently? Plus, an idea.

Allocators add new exposures for a variety of reasons; diversification, returns, risk mitigation, etc. Understanding this, what is the most over-owned and expensive sector today?

Consumer Spending: Are Consumers Tapped Out or Pushing Back?

Consumer Spending: Are Consumers Tapped Out or Pushing Back?  Key...