Investment Strategy Insights

Knowing Enough to Know What I Do (and Don’t) Know

Recently, Jim O’Shaughnessy posted a series of tweets recounting some of the things he has (and admittedly hasn’t) learned over his 30-year career. My take...

Knowing Enough to Know What I Do (and Don’t) Know

Recently, Jim O’Shaughnessy posted a series of tweets recounting some of the things he has (and admittedly hasn’t) learned over his 30-year career. My take...

Thoughts on Volatility and the Markets

As we leave 2016 behind and prepare for 2017, I wanted to share some of the themes we have recently been speaking and writing about. Over the last quarter, we penned four articles, appeared in three videos, and were quoted several times in additional articles.

Lawrence Solomon Published in WealthManagement.com: Time for Wall Street to Produce Prodcuts for People, Not Robots

Wealthmanagement.com published a piece written by Exceed’s COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.

Lawrence Solomon Published in WealthManagement.com: Time for Wall Street to Produce Prodcuts for People, Not Robots

Wealthmanagement.com published a piece written by Exceed’s COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.

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Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

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The Calm Before the Storm: A Volatility Pro’s Reflection on Markets at All-Time Highs

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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