Investment Strategy Insights

Understanding Your Holdings in a Time of Market Uncertainty is Key

It is difficult to watch portfolio values decline. Spurred by fears of the Coronavirus and exacerbated by the precipitous drop in energy prices, stock prices experienced dramatic declines over the past few weeks

Despite the Coronavirus, Short-term Pain Will Result in Long-Term Gain for Investors!

The COVID-19 virus (Coronavirus) and the economic damage from it coupled with an already slowing global economy has now fully been expressed in the stock market, commodity prices, and interest rates.

Despite the Coronavirus, Short-term Pain Will Result in Long-Term Gain for Investors!

The COVID-19 virus (Coronavirus) and the economic damage from it coupled with an already slowing global economy has now fully been expressed in the stock market, commodity prices, and interest rates.

Coronavirus, Plunging Oil Prices, Record Low Interest Rates, Falling Stock Prices. What’s next?

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...

Coronavirus, Plunging Oil Prices, Record Low Interest Rates, Falling Stock Prices. What’s next?

Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus,...

The Economic Climate is Stormy for Most NASDAQ Stocks

The market is getting whipsawed by negative news regarding the coronavirus and potential profit and supply chain disruptions, at the same time unemployment rates...

The Economic Climate is Stormy for Most NASDAQ Stocks

The market is getting whipsawed by negative news regarding the coronavirus and potential profit and supply chain disruptions, at the same time unemployment rates...

Connecting the Dots of Media Hype and Market Panic

Investors and algorithms can panic sell at any time and for any reason. We should expect volatility to stay high and short-term moves will...

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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.