Market Trends & Outlook

Volatility Zone: Joe Tigay Discusses Market Uncertainty and What to Watch This Week

"Don't follow the headlines...follow the trendlines, follow the chart lines, and they're going to tell you everything we need to know," says Joe Tigay of Equity Armor, who provides his insights on how investors should follow the markets in the wake of recent current events.

Look Out Below: September 2023 HANDLS Monthly Income Report

A stubbornly hot economy drove a large upward move in interest rates that took a bite out of the securities markets in September.

“Soft Landing” Hope By The Fed Is Likely Optimistic

The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context of the recent #BullBearReport, which discussed the long record of the Fed’s economic growth projections.

Navigating Market Trends: Q3 Recap and Q4 Outlook

As we bid farewell to the third quarter of 2023, it’s time to reflect on the market’s performance and prepare for what lies ahead in the final stretch of the year.

Volatility 411: Joe Tigay on Interest Rates, Market Movers, and More

The final week of September is often the most volatile in a historically unpredictable month, according to Joe Tigay of Equity Armor Investments and...

“That 70s Show”

The hit TV series “That 70s Show” aired from 1998 to 2006 and focused on six teenage friends living in Wisconsin in the late 70s. The irony was that the actors playing the teenagers were not born in the late 70s and had never experienced life during that period. Many alive today cannot fathom a lifestyle devoid of the internet, cable television, mobile phones, and social media. Oh…the horrors.

Crude Climbs the Wall of Supply Worries

Crude oil has rallied recently, in a much-delayed reaction to numerous analyst forecasts that have been bullish all year.

A Five-Minute Consumer Focused Update

Core allocations should be highly correlated to core themes around the globe. Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.

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Short-Term Noise Can Lead to Long-Term Opportunity

If you only take one thing from today’s writing, take this: storms are a sideshow to sunnier days.

Navigating Tariff Tangles: January 2025 HANDLS Monthly Report

The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.

Private Markets: The Largest Mega Trend in Financial Services

There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.

Income Shines: November 2024 HANDLS Monthly Report

November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.

Building a Winning Portfolio for Trump’s Second Term

Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.