Investment Strategy Insights

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...

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...

An Alternative Perspective on Economic Risk: How Economic Shocks Impact Twenty S&P 500 Stocks

By measuring and understanding sensitivities to economic changes, financial advisors can avoid investing or not investing in companies just because these companies fall or...

An Alternative Perspective on Economic Risk: How Economic Shocks Impact Twenty S&P 500 Stocks

By measuring and understanding sensitivities to economic changes, financial advisors can avoid investing or not investing in companies just because these companies fall or...

Despite the Headlines, Volatility Presents a Buying Opportunity for Long-Term Investors

What a wild week in equity markets it was. Markets took the escalator up over the last five months and took the elevator down...

Credit Expert Discusses Coronavirus Impact and Investment Opportunities

This week has brought incredible single day moves in financial markets — the largest in a couple of years. The chief culprit is the...

What Golf and Investing Can Tell Us About the Benefits of a Hybrid Approach

Despite being practically nonexistent 20 years ago, hybrid golf clubs are now used by most professional golfers, regularly part of a golfer’s set, and in two-thirds of golf iron sets sold today.

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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.