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Thematic Investor Provides Consumer Economic Update and Sector Opportunities

The financial health of consumers and households is a very important variable driving the U.S. economy. As a thematic investor, I am anchored to...

Gulf Tensions Back in Play

Just over three months ago, Saudi Arabian oil facilities were put out of action by a drone and missile strike. Oil prices jumped. It...

Gulf Tensions Back in Play

Just over three months ago, Saudi Arabian oil facilities were put out of action by a drone and missile strike. Oil prices jumped. It...

Portfolio Optimization and the Sharpe Multiplier: A Case Study on Managed Futures

We’ve spent a great deal of time in past articles discussing the merits of portfolio optimization. In this article we will examine the merits...

Holiday Shopping Performance Wrap-Up and Brands 200 Index Outlook for 2020

In order to track an important theme, global lifetime spending, one needs a dedicated universe of the leading companies or brands that are serving...

Why the 60/40 Investment Portfolio May Not Survive the 2020s

It’s no secret that the S&P 500 index has been on a bull market run since the global financial crisis. In fact, the index is currently having its best streak in six years. Against the backdrop of geopolitical concerns, trade wars between China and the U.S., and recession worries, however, investors have pulled a record $135.5 billion from U.S. stock-focused mutual funds and exchange traded funds so far in 2019, according to the Wall Street Journal.

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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?

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