Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.
Most investors have been caught flat-footed and under-exposed to stocks. More and more stocks, sectors and industries are breaking 2-year downtrends with fundamentals positively inflecting after a tough few years of rolling recessions and slowdowns.
There are many ways to track consumer and investor sentiment. Generally, only at extremes does the data offer very compelling investment opportunities.
CPI is now stable and trending modestly lower with the Fed able to be patient. The stage is now set for broader participation across size & style boxes.
It’s been hard to beat the S&P500 so far in 2023. And yet, midstream energy infrastructure continues to close in on a third successive calendar year of outperformance.
It’s been hard to beat the S&P500 so far in 2023. And yet, midstream energy infrastructure continues to close in on a third successive calendar year of outperformance.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
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