Market Trends & Outlook

Why Gardening Can Help You Manage Your Portfolio Better

Managing your portfolio has more to do with gardening than you might imagine. Over the last decade, behavioral finance studied investor psychology and identified the repeated behaviors investors make throughout market cycles. As you can probably surmise, investors tend to develop many “bad” behaviors, which are the biggest reason for underperformance over time.

Volatility 411 – Upside Moves In The Bear Market

With inflation easing to 7.1% in November and a Fed interest rate decision on deck, Joe Tigay of Equity Armor Investments provides updates on developments in the S&P500 and the VIX in this brief video.

Volatility 411 – Upside Moves In The Bear Market

With inflation easing to 7.1% in November and a Fed interest rate decision on deck, Joe Tigay of Equity Armor Investments provides updates on developments in the S&P500 and the VIX in this brief video.

Will A Dollar Decline Be Good For Stocks? – Part 1

Will a dollar decline be good for stocks? It is an interesting question, given that during 2022 there was a significant non-correlation between the dollar and the stock market. The strong dollar rally was something I suggested could be a problem for stocks, given what happened in 2020. It was a running debate with Michael Brush, who writes for MarketWatch.

Will A Dollar Decline Be Good For Stocks? – Part 1

Will a dollar decline be good for stocks? It is an interesting question, given that during 2022 there was a significant non-correlation between the dollar and the stock market. The strong dollar rally was something I suggested could be a problem for stocks, given what happened in 2020. It was a running debate with Michael Brush, who writes for MarketWatch.

November HANDLS Market Recap: Return of the Bulls?

Financial markets rallied across the board in November, with the Core Equity Large Cap Equity category returning 5.5% for the second month in a row. Unlike in October, fixed-income markets joined the rally, with the Core Fixed Income category rebounding 3.7%

November HANDLS Market Recap: Return of the Bulls?

Financial markets rallied across the board in November, with the Core Equity Large Cap Equity category returning 5.5% for the second month in a row. Unlike in October, fixed-income markets joined the rally, with the Core Fixed Income category rebounding 3.7%

A Historic Amount of Wealth is Transferring

Millennials and Gen-Z are likely the primary beneficiaries of the wealth that's being transferred from Boomers & their parents. I've seen it firsthand across my friend cohort, a handful of friends have been the beneficiaries of some large pools of assets as their parents and grandparents pass away and their assets get passed down.

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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.