Investment Strategy Insights

Pipeline Stocks Get That Warm Feeling Again

A common concern of both existing and potential investors in energy infrastructure is the relatively high volatility of recent years. Many recall the “toll-model”...

Peter Lynch: Why his track record at Magellan was #1

There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...

Peter Lynch: Why his track record at Magellan was #1

There are lots of great investors. Everyone has short term wins but very few investors had the track record of Peter Lynch when he...

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...

Changing Chinese Consumption: An Opportunity for Alibaba and TenCent

The new era in Chinese domestic consumption offers a glimpse into the likely future of global retail patterns. More than $413 billion of goods...

AMLP’s Shrinking Investor Base

The Alerian MLP ETF (AMLP) remains the largest ETF in the sector, in spite of its ruinous tax drag (see MLP Funds Made for...

How big is the GAMING opportunity?

Investing in Entertainment: I spend an enormous amount of time looking at consumer trends and one theme in particular is “entertainment”. As human beings we...

MLP Humor — A Target-Rich Environment

Humor can be a most effective weapon against your adversaries, especially when more extreme measures are unavailable.  MLP management teams have made many poor...

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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?

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