Featured

What Golf and Investing Can Tell Us About the Benefits of a Hybrid Approach

Despite being practically nonexistent 20 years ago, hybrid golf clubs are now used by most professional golfers, regularly part of a golfer’s set, and in two-thirds of golf iron sets sold today.

Brands Expert Comments on Whether the Stock Market is Immune from the Coronavirus

As I’ve said in many of these missives, there is always something to worry about. I get paid to look for the obvious punch as well as where the sucker punches may come from. Recently, we have a new brick to add to the “wall of worry”: the coronavirus outbreak.

Trade War Update: Ag Exports Are Up. What Stocks Are Impacted?

In the trade war, China targeted the U.S. farmers, who represent a sizeable voter base for President Trump, with its own tariffs on American farm products including soybeans, corn, cotton, and more. Now, the war is winding down, and U.S. ag exports are up. It’s time to start counting the winners and losers.

Is the Bond Market Giving us a Warning Sign?

I'm sorry to bring this to your attention, but as a close watcher of the Cboe Volatility Index (VIX) for the past 20 years I felt it was my duty bring to light some ominous notes, unfortunately, and see below two charts comparing TLT (ETF that tracks long-term Treasury bonds) and the VIX.

Is the Bond Market Giving us a Warning Sign?

I'm sorry to bring this to your attention, but as a close watcher of the Cboe Volatility Index (VIX) for the past 20 years I felt it was my duty bring to light some ominous notes, unfortunately, and see below two charts comparing TLT (ETF that tracks long-term Treasury bonds) and the VIX.

Looking Under the Hood of Structured Annuities Benefits and Detriments

In part two of my blog posts on structured annuities, I would like to discuss the benefits and detriments of the asset class, and then compare/contrast the two examples that I presented in our last post.

Top Mortgage Bond Manager Discusses Growing Interest in Non-Traditional Bonds

It's no secret that the financial crisis is now more than a decade old and the sub-prime market meltdown was the was the epicenter...

Income Investing in a World of Low Interest Rates

Although few realized it at the time, 1958 marked a turning point for income investors. Until that point, dividend yields on large capitalization stocks...

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.