Investment Strategy Insights

5 Nasdaq Stocks with Most and Least Economic Exposure to Oil

The global COVID-19 pandemic and disagreements between Russia and Saudi Arabia caused a one-two punch to the oil prices back in March of 2020. This has created a glut in the oil Market creating disarray amongst OPEC leaders and investors with the futures prices turning negative in April of 2020 for the first time in history.

Your Portfolio on Politics

We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an...

Your Portfolio on Politics

We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an...

Unemployment is Significant: A List of NASDAQ Stocks Expected to Benefit from Unemployment Changes

Financial advisors need to pay special attention to the unemployment rate and understand which stocks are expected to benefit from a decrease or an increase in the unemployment rate and potentially adjust the portfolios of their clients accordingly.

Unemployment is Significant: A List of NASDAQ Stocks Expected to Benefit from Unemployment Changes

Financial advisors need to pay special attention to the unemployment rate and understand which stocks are expected to benefit from a decrease or an increase in the unemployment rate and potentially adjust the portfolios of their clients accordingly.

The Most Admired & Relevant Brands Drive Outperformance

Clearly I am a believer in the investment thesis of investing in the most powerful and relevant brands. It’s nice to see some third party validation on a regular basis and as of last week, we have an updated datapoint via the 2020 BrandZ Top Global Brands Report. 2020 Top 100 Most Valuable Brands Report.

The Most Admired & Relevant Brands Drive Outperformance

Clearly I am a believer in the investment thesis of investing in the most powerful and relevant brands. It’s nice to see some third party validation on a regular basis and as of last week, we have an updated datapoint via the 2020 BrandZ Top Global Brands Report. 2020 Top 100 Most Valuable Brands Report.

Third Quarter 2020: Rebound versus Recovery

Stocks posted a sharp rebound during the second quarter, as investors bid up prices in anticipation that the economy would enjoy a sharper than expected bounce-back from depths of the COVID-19 nationwide shutdowns that occurred in late March and early April.

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Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

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.