Investment Strategy Insights

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.

Brands Expert Comments on Whether the Stock Market is Immune from the Coronavirus

As I’ve said in many of these missives, there is always something to worry about. I get paid to look for the obvious punch as well as where the sucker punches may come from. Recently, we have a new brick to add to the “wall of worry”: the coronavirus outbreak.

Trade War Update: Ag Exports Are Up. What Stocks Are Impacted?

In the trade war, China targeted the U.S. farmers, who represent a sizeable voter base for President Trump, with its own tariffs on American farm products including soybeans, corn, cotton, and more. Now, the war is winding down, and U.S. ag exports are up. It’s time to start counting the winners and losers.

Is the Bond Market Giving us a Warning Sign?

I'm sorry to bring this to your attention, but as a close watcher of the Cboe Volatility Index (VIX) for the past 20 years I felt it was my duty bring to light some ominous notes, unfortunately, and see below two charts comparing TLT (ETF that tracks long-term Treasury bonds) and the VIX.

Is the Bond Market Giving us a Warning Sign?

I'm sorry to bring this to your attention, but as a close watcher of the Cboe Volatility Index (VIX) for the past 20 years I felt it was my duty bring to light some ominous notes, unfortunately, and see below two charts comparing TLT (ETF that tracks long-term Treasury bonds) and the VIX.

Looking Under the Hood of Structured Annuities Benefits and Detriments

In part two of my blog posts on structured annuities, I would like to discuss the benefits and detriments of the asset class, and then compare/contrast the two examples that I presented in our last post.

The Definitive Book on Factor Based Investing

Smart beta. Empirical finance. Evidence-based investing. These terms have migrated from the periphery of the investment ecosystem just ten years ago to become the investment world’s most popular memes today. Why?

Top Mortgage Bond Manager Discusses Growing Interest in Non-Traditional Bonds

It's no secret that the financial crisis is now more than a decade old and the sub-prime market meltdown was the was the epicenter...

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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

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?