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Have Stocks Already Priced in the “Economic Boom?”

The media is buzzing with claims of an “Economic Boom” in 2021. While the economy will most certainly grow in 2021, the question is how much is already “baked in?”

How to Weather the Risks of an Economic Recovery: Inflation, Increasing Rates, & Tapering

Social status quos will remain challenging to break as excuse maintenance of present circumstances for many will likely linger for years. Permanent changes to the 5-day work week, city living, suburban population increases, and significant public events will probably take many years to normalize as the stigma of COVID-19 will remain challenging to ignore.

The European Enigma: A Macroeconomic & Geo-Political Review of the EU

Predicting the future of any country in the long-term is not easy – which is precisely why the future of that great sleeping geopolitical behemoth, the European Union, is so hard to do.

The Physics of Markets: Synergy of Cavitation and Financial Bubbles

As COVID-19 uncertainty starts normalizing, social investing subsiding (post-stimulus checks), and stock market appreciation stalling (compared to mid- 2020 and early 2021 levels), many investors began to seek answers to the most coveted questions in finance: "When is the next market bubble?", "What is the catalyst of this market bubble?" and "How do we (investors) profit or avoid its shockwaves?"

As U.S. Stimulus Tops $10 trillion; Inflation Indicators and Debates Explode Higher

The convergence of ultra-easy fiscal and monetary policy with global supply chain disruptions, which became ever more prominent as U.S. consumers, having saved around 8% of GDP began to unleash their pent-up demand, resulted in inflation indicators and debates exploding higher.

Hackers Highlight Pipelines’ Value

The hacking into Colonial Pipeline’s network demonstrated the high-tech vulnerability of some infrastructure as well as society’s reliance on it. Colonial is the largest privately owned pipeline in the U.S., carrying up to 45% of the east coast’s gasoline supply from refineries in Texas to New Jersey.

Convertibles Offer Participation in the M&A Cycle or Growth Stocks With Less Volatility

Following strong performance and record issuance of convertible bonds over the last several years, investors are beginning to take notice of the attractive characteristics of this unique asset class.

How Investors Can Leverage Constructive Return of Capital Distributions

Return of capital (ROC) or nondividend distributions are among the least understood type of distribution that investors receive. This is largely because an ROC distribution is a tax concept and not an economic concept, meaning that it tells an investor little about whether the distribution was earned but rather how the IRS will classify this distribution.

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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.

The Ripple Effect: How Smart Money Uses the VIX to Beat Market Panic

An options trader’s perspective on why the “fear index” is actually your portfolio’s best friend

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

For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.

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.