Market Trends & Outlook

Top Performing Consumer Stock of the Past Decade

As a follow-up to my last post on the massive investment opportunity in leading luxury goods brands, I wanted to drill down into a particular category within the luxury goods industry. 

COVID-19 Steps Down as the Market’s Biggest Domestic Threat: So What’s Next?

The most considerable risk to markets has naturally started to shift as COVID-19 uncertainty fizzles out. Inflation, monetary policy shifts, and accelerated economic recovery have emerged as the refocused market risks.

The Forces of Inflation and Preparing your Portfolio

The seemingly unlimited fiscal and monetary stimulus seen in the past 14 months will have consequences. We believe part of these consequences will show up in the form of inflation.

The Forces of Inflation and Preparing your Portfolio

The seemingly unlimited fiscal and monetary stimulus seen in the past 14 months will have consequences. We believe part of these consequences will show up in the form of inflation.

How to Weather the Risks of an Economic Recovery: Inflation, Increasing Rates, & Tapering

Social status quos will remain challenging to break as excuse maintenance of present circumstances for many will likely linger for years. Permanent changes to the 5-day work week, city living, suburban population increases, and significant public events will probably take many years to normalize as the stigma of COVID-19 will remain challenging to ignore.

The Physics of Markets: Synergy of Cavitation and Financial Bubbles

As COVID-19 uncertainty starts normalizing, social investing subsiding (post-stimulus checks), and stock market appreciation stalling (compared to mid- 2020 and early 2021 levels), many investors began to seek answers to the most coveted questions in finance: "When is the next market bubble?", "What is the catalyst of this market bubble?" and "How do we (investors) profit or avoid its shockwaves?"

The Current Global Luxury Goods Investment Opportunity

Wealth around the world has never been higher. Between​​ strong home price appreciation globally and a decade long equity market bull market, total household wealth is approximately $400 trillion. Yes, you heard that right, $400 trillion.

Savings Rates are Back to Historic Levels. Here’s What it Means for Investors

Wow is all I can say after looking at the BEA’s Savings Rate report. Total personal saving was $6 trillion in March which drove the savings rate just over 27% when you add the epic amounts of new cash people are getting.

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Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

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.