Research

Chart of the Week: The Number of Stocks That Make a Portfolio Diversified

The Number of Stocks That Make a Portfolio Diversified

Knowledge Vs. Experience: Why Most Investors Wind Up Losing

Knowledge vs. experience. When it comes to investing, such is what separates long-term success from failure.

#MacroView: Bond Yields Send An Economic Warning

Bond yields are sending an economic warning as this past week 10-year Treasury yields dropped back to 1.3%. With the simultaneous surge in the dollar, there is rising evidence the economic “reflation” trade is getting unwound.

Chart of the Week: Insider Buying Outpaced the S&P 500 Index Over the Past 16 years

Insider Buying Outpaced the S&P 500 Index Over the Past 16 years

Chart of the Week: Insider Buying Outpaced the S&P 500 Index Over the Past 16 years

Insider Buying Outpaced the S&P 500 Index Over the Past 16 years

Technically Speaking: Warnings from Behind the Curtain

“Warnings From Behind The Curtain” almost sounds like the title of a good “Cold War” fiction novel. However, this time, the story is of warnings for investors not often discussed by the mainstream media.

Technically Speaking: Warnings from Behind the Curtain

“Warnings From Behind The Curtain” almost sounds like the title of a good “Cold War” fiction novel. However, this time, the story is of warnings for investors not often discussed by the mainstream media.

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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.

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.

Markets Gone Wild: April 2025 HANDLS Monthly Report

April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.

How Advisors Can Prepare for Turbulent Times by Exploring a Risk Balanced Approach

Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...