Income Insights

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.

The Duration Equation

What is duration? It is a risk by definition. The risk that the value of a fixed rate bond will decline or rise as a result of a change in interest rates.

These Core Investment Themes Remain => Inflation, Interest Rates, Policy and Recovery

May kicked off with a stunning miss on the previous month’s employment report which came in at a disappointing 266k and confirmed recent anecdotal evidence from across the economy that if the government incentivizes its labor force to stay home, it will do just that.

These Core Investment Themes Remain => Inflation, Interest Rates, Policy and Recovery

May kicked off with a stunning miss on the previous month’s employment report which came in at a disappointing 266k and confirmed recent anecdotal evidence from across the economy that if the government incentivizes its labor force to stay home, it will do just that.

As U.S. Stimulus Tops $10 trillion; Inflation Indicators and Debates Explode Higher

The convergence of ultra-easy fiscal and monetary policy with global supply chain disruptions, which became ever more prominent as U.S. consumers, having saved around 8% of GDP began to unleash their pent-up demand, resulted in inflation indicators and debates exploding higher.

Convertibles Offer Participation in the M&A Cycle or Growth Stocks With Less Volatility

Following strong performance and record issuance of convertible bonds over the last several years, investors are beginning to take notice of the attractive characteristics of this unique asset class.

How Investors Can Leverage Constructive Return of Capital Distributions

Return of capital (ROC) or nondividend distributions are among the least understood type of distribution that investors receive. This is largely because an ROC distribution is a tax concept and not an economic concept, meaning that it tells an investor little about whether the distribution was earned but rather how the IRS will classify this distribution.

Newsletter

Don't miss

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