Investment Strategy Insights

Explaining to Clients Why Chasing the S&P 500 May Not Work in the 2020’s

This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not been nearly as exciting.

With Spending in Our DNA Expect a Surge in Stock Prices and Revenues

There’s no precedent for what we are seeing today. When industries and small businesses are on lock-down and employees are without work and a paycheck, this is becoming real for individuals.

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...

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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

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.