Income Insights

June HANDLS Market Recap: Return of the Equities

Markets were a mixed bag in June. Optimism about the Federal Reserve ending or at least slowing its rate-rising program pushed up the equity markets, with the Large Cap Core Equity category delivering a 6.4% return for the month. Nevertheless, inflation remained persistent, albeit at a lower annualized rate, and the Core Fixed Income category responded with a -0.3% return in June.

David Cohen Joins “Behind the Ticker” with Brad Roth of ETF Central to Discuss the HANDLS Indexes

David Cohen, Co-Founder of the HANDLS Indexes, two of which are generally correlated with two ETFs from Strategy Shares, recently joined Brad Roth on the "Behind the Ticker" podcast.

The Laws of Attracting Alpha – Portfolio Manager Profile of Eric S. Meyer, PhD, J.D., CFA

In this portfolio manager profile, you’ll learn how Portfolio Manager Eric Meyer’s career led him to find interesting investing opportunities that resulted in the...

Economic Data Analysis for June 15 – Market Sees What the Fed Won’t Admit To (Just Yet)

Leland Abrams of Wynkoop, LLC and a portfolio manager of a fixed income fund at Catalyst, provides his analysis of the June 15 economic data...

CPI June Reaction: Don’t Be Fooled by the 0.4% Month-Over-Month Gain in the Core!

Following the June 13 CPI report that shows inflation has dipped to 4% year-over-year (YoY) but Core inflation is up 0.4% on the month,...

May HANDLS Market Recap: Cloudy with a Ray of Sunshine

The graph and table above provide return data for major income-oriented asset categories for the month of May 2023 and YTD 2023. Returns for...

The Future Of Mortgage Rates & U.S. Real Estate With Leland Abrams

Leland Abrams recently joined Alexander Fleiss at Rebellion Research for a lively discussion.

The Future Of Mortgage Rates & U.S. Real Estate With Leland Abrams

Leland Abrams recently joined Alexander Fleiss at Rebellion Research for a lively discussion.

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Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.