Research

Speculative Mania – Was 2021 The Peak?

"Speculative" is a word that aptly sums up the year 2021. The question that remains, however, is whether we have seen the peak in that speculative behavior, or will 2022 continue the trend?

Chart of the Week: Soft Commodities Remain Poised to Continue Outperformance

Soft Commodities Remain Poised to Continue Outperformance

Small Caps Could Be In Trouble In 2022

"Small caps," or small-capitalization companies, could be in trouble next year if signs from the NFIB survey are correct.

Small Caps Could Be In Trouble In 2022

"Small caps," or small-capitalization companies, could be in trouble next year if signs from the NFIB survey are correct.

“Wipe Out” Below The Calm Surface Of The Bull Market

"Wipe Out" is an appropriate description of what is happening beneath the calm surface of the bull market. As we head into the end of the year, many are hoping for "Santa to visit Broad and Wall." However, those hopes are not just about adding to this year's already excessive annual gains. Instead, for many, it's the hope to recover some brutal losses.

“Wipe Out” Below The Calm Surface Of The Bull Market

"Wipe Out" is an appropriate description of what is happening beneath the calm surface of the bull market. As we head into the end of the year, many are hoping for "Santa to visit Broad and Wall." However, those hopes are not just about adding to this year's already excessive annual gains. Instead, for many, it's the hope to recover some brutal losses.

2022 Market Outlook: The Hunt for Stabilization

The year 2021 was a mixed bag of innovation, value vs. growth debates, equity recalibrations, high supply side inflation (stagflation), structurally challenged employment data, new virus variants and projected rate hikes. Going into the end of the year, the highly transmissible Omicron variant is roiling markets, overshadowing the Federal Reserve’s (“Fed”) policy guidance of rate hike to rein in inflation.

2022 Market Outlook: The Hunt for Stabilization

The year 2021 was a mixed bag of innovation, value vs. growth debates, equity recalibrations, high supply side inflation (stagflation), structurally challenged employment data, new virus variants and projected rate hikes. Going into the end of the year, the highly transmissible Omicron variant is roiling markets, overshadowing the Federal Reserve’s (“Fed”) policy guidance of rate hike to rein in inflation.

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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

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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?