Market Trends & Outlook

Did The Fed’s Monetary Policy Experiment Just Fail?

Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer confidence and the financial markets may indicate just that.

July Retail Sales: Focus on the Story Behind the Headlines

Drawing conclusions about the state of mind of consumers from one month to the next can be dangerous to your wealth. Our spending can be episodic at times but when you look back over one year, it’s highly predictable.

July Retail Sales: Focus on the Story Behind the Headlines

Drawing conclusions about the state of mind of consumers from one month to the next can be dangerous to your wealth. Our spending can be episodic at times but when you look back over one year, it’s highly predictable.

Headlines from Across the MAP

The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.

Headlines from Across the MAP

The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.

When is the Next Bear Market? 3-things Will Tell You

The question I get most often is, “when is the next bear market?” Three specific items tend to predict bear markets and recessions with some accuracy.

When is the Next Bear Market? 3-things Will Tell You

The question I get most often is, “when is the next bear market?” Three specific items tend to predict bear markets and recessions with some accuracy.

The Infrastructure Deal’s Impact on the Markets

The re-establishment of coronavirus restrictions will likely not be as extreme of an impact on society and business operations as the “growing pains” and social and business adjustments weathered after March of 2020 contain any large economic event.

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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.