Featured

Doomsayers Aside, Base Case for Credit Markets Looks Positive in 2020

The Armageddonists have cost many investors money over the years and we suspect 2019 was another example. As a good reminder for us all,...

Brand Investor Discusses Portfolio Benefits of Going on the Offensive with Consumer Defensive Stocks

We know the consumer drives 70% of U.S. economic output and drives 60% of world GDP or roughly a $44 trillion yearly addressable market...

What a Difference a Year Makes for Financial Markets!

What a difference a year makes! Despite the bear market forecast a year ago, 2019 turned out to be a stellar year for global equity markets paced by the S&P 500. The Dow Jones Industrial Average and NASDAQ Composite also posted record highs.

Should the Global Consumer Spending Theme be a Sector Allocation or the Core of Every Portfolio?

One of the most asked questions in my meetings with clients is whether an allocation to the global consumer should be viewed as a...

Looking Under the Hood of Structured Annuities Pricing and Construction

Structured annuities are a category within annuities that have gone from zero to $12 billion dollars in annual issuance over the last nine years. Structured annuities are also known as buffered annuities, indexed variable annuities, and index-linked variable annuities.

Newsletter

Don't miss

The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

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?