Featured

Robotics Manager Takes a Look Inside Stereotaxis: Cutting-edge Tele-Robotic Surgery

Stereotaxis (NYSE: STXS) is the global leader in innovative tele-robotic technologies designed to enhance the treatment of arrhythmias and perform endovascular procedures. The company’s surgical robotic system has been used by hundreds of leading physicians at over 100 hospitals globally and has treated over 100,000 patients with their technology.

Retail Investors Are Long On Confidence & Short On Experience

In a “market mania,” retail investors are generally “long confidence” and “short experience” as the bubble inflates. While we often believe each “time” is different, it rarely is. It is only the outcomes that are inevitably the same.

Are Commodities on the Brink of a “Supercycle”?

The economic recovery and reflation tailwinds wreaked havoc on stocks and other risk assets last week. As predicted in “Fixed Income’s year Ahead 2021: Short-Term Corporate Bonds & Legacy Non-Agency RMBS” yields at the longer end of the yield curve surged (bear steepening) with the US 10-Year Treasury reaching 1.61% (highest level in almost a year).

Are Commodities on the Brink of a “Supercycle”?

The economic recovery and reflation tailwinds wreaked havoc on stocks and other risk assets last week. As predicted in “Fixed Income’s year Ahead 2021: Short-Term Corporate Bonds & Legacy Non-Agency RMBS” yields at the longer end of the yield curve surged (bear steepening) with the US 10-Year Treasury reaching 1.61% (highest level in almost a year).

How to Evaluate an Investment Strategy: Returns Do Not Tell the Whole Story

It can be difficult decide on a strategy and investment team in a sea of performance statistics. There is no perfect statistic or number for selecting a specific strategy; however, we believe some measures can be useful. This essay will walk through the common metrics used when discussing portfolio performance and provide some context for these numbers.

The Inflation Debate: A Macro Perspective on Finding Value in a Hazy Economy

The inflation debate rages on. Will inflation pick up amid vaccine rollouts, fiscal stimulus, accommodative monetary policy, and federal reserve quantitative easing (QE)?

Don’t Ever Underestimate the Consumer

January Retail Sales Explodes Past Estimates to $568 Billion Making the Trailing 1-year $6.2 Trillion.

Don’t Ever Underestimate the Consumer

January Retail Sales Explodes Past Estimates to $568 Billion Making the Trailing 1-year $6.2 Trillion.

Newsletter

Don't miss

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.

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.