Research

Chart of the Week: 20 Month Performance of the S&P 500 TR Index After a Recession

20 Month Performance of the S&P 500 TR Index After a Recession

Chart of the Week: 20 Month Performance of the S&P 500 TR Index After a Recession

20 Month Performance of the S&P 500 TR Index After a Recession

Japanization: The S&P 500 Is Tracking The Nikkei Of 1980

The question of Japanization in the U.S. continues as the S&P 500 tracks the Nikkei of 1980. An email question I received recently is worth discussing in more detail.

Japanization: The S&P 500 Is Tracking The Nikkei Of 1980

The question of Japanization in the U.S. continues as the S&P 500 tracks the Nikkei of 1980. An email question I received recently is worth discussing in more detail.

Chart of the Week: Small-Cap Value Outperforms Large-Cap Value Over the Past 20 Years

Small-Cap Value Outperforms Large-Cap Value Over the Past 20 years

This Won’t End Well – Gen Z’ers Take on Debt to Invest

Young investors are taking on personal debt to invest in stocks. I have not personally witnessed such a thing since late 1999. At that time, “day traders” tapped credit cards and home equity loans to leverage their investment portfolios.

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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.