Tag: consumer trends

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Investing in Big Rivers is a No-Brainer, Common Sense Decision.

The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.

How Strong or Weak is the Consumer Halfway Through 2024?

Mean reversion is one of the most powerful and predictable phenomena inside markets.

Inflation & Rates Update: Higher for Longer Continues to be the Base Case

March’s Inflation report highlights the last mile of inflation will be tougher to solve

Inflation & Rates Update: Higher for Longer Continues to be the Base Case

March’s Inflation report highlights the last mile of inflation will be tougher to solve

Monitoring Extremes in Retail Investor Sentiment Offers a Wonderful Edge

There are many ways to track consumer and investor sentiment. Generally, only at extremes does the data offer very compelling investment opportunities.

Trade Talks: Brian Stutland Featured on NASDAQ’s News Program

Volatility indexes are often seen as barometers for how the market is reacting to newsworthy events, so how are they behaving in light of heightened geopolitics and higher rates?

Trade Talks: Brian Stutland Featured on NASDAQ’s News Program

Volatility indexes are often seen as barometers for how the market is reacting to newsworthy events, so how are they behaving in light of heightened geopolitics and higher rates?

A Five-Minute Consumer Trends Update

if the S&P 500 Index has generated an annualized return of roughly 8-10% over the long-term, leading companies serving important industries should, in theory, generate 300bps+ more over long periods of time. Understanding this and investing for it offers investors a long-term edge.

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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

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?
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