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What Brands will be the Winners this Holiday Season?

It’s Black Friday and let the holiday shopping games begin! American shoppers are expected to spend an average of $1,048 during the 2019 holiday shopping season. And how will they pay for it?

Why Ratings are not a Significant Factor When Trading Legacy Non-agency RMBS

When investors first familiarize themselves with corporate and municipal bonds, they quickly learn that credit ratings from S&P, Fitch, and Moody’s are of paramount importance when it comes to pricing bonds and assessing risk.

Improving an Investor’s Managed Futures Strategy

There’s no denying that managed futures mutual funds have underwhelmed recently. There are two major reasons for this recent performance...

Improving an Investor’s Managed Futures Strategy

There’s no denying that managed futures mutual funds have underwhelmed recently. There are two major reasons for this recent performance...

Tactical Investing: The Surprising Fragility of Simplicity

In 2012, Andrew Haldane – currently Chief Economist and the Executive Director of Monetary Analysis and Statistics at the Bank of England – delivered a speech to the Federal Reserve Bank of Kansas City’s annual Jackson Hole, Wyoming meeting titled, “The Dog and the Frisbee.”

Boosting Managed Futures Returns: Putting Cash to Work

The beginning of the 21st century in investing has witnessed two significant market crashes, including the tech bubble crash and the Great Financial Crisis in 2008. It should surprise no one that up until March 2009, managed futures trounced the returns of both stocks and bonds.

Using Option Duration to Mitigate Market Volatility

Historically, scheduled releases of market-impacting news, such as Federal Reserve meetings, quarterly earnings announcements, and other “known-unknowns” presented pre-determined times where stock market volatility might increase.

Search for Yield: Opportunities and Pitfalls in Bonds

Investors have faced a near constant barrage of headlines about the U.S. Treasury curve. The spread between 2-year and 10-year Treasury notes has been negative, and at the time of writing this, it’s only barely positive. This undoubtedly leaves us with questions like: Does this mean a recession is imminent?

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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.