Tag: equities

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A Five-Minute Consumer Focused Update

Core allocations should be highly correlated to core themes around the globe. Global consumer spending is 60% of the world’s $100 trillion GDP or $60 trillion per year.

The Ripple Effect: September 10th, 2023

As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.

The Ripple Effect: September 10th, 2023

As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.

The Ripple Effect: Reflecting on August 2023

There’s always something to fret about in the world of finance. Yet, more often than not, the market defies our worries and continues its ascent. We’ll remain vigilant and prepared for the worst while continuing to expect the best.

The Ripple Effect: Reflecting on August 2023

There’s always something to fret about in the world of finance. Yet, more often than not, the market defies our worries and continues its ascent. We’ll remain vigilant and prepared for the worst while continuing to expect the best.

Why Don’t Investors Want to Buy Stocks on Sale?

In every aspect of our lives, when we see bargains in merchandise we love, we buy more. As consumers, we get excited to capture a sale, but as investors, we run from sales. Flip this narrative around and we become great investors.

Earnings updates from 3 Mega Brands Serving Important Mega Trends.

Leading companies serving large end-markets will tend to outperform over time. On the rare occasions when they struggle, that’s usually a time to be adding to those companies.

July HANDLS Market Recap: Equities Continue to Run

Equity categories that make up the Nasdaq Dorsey Wright Explore portion of HANDLS Indexes generally outperformed the fixed-income categories, with MLPs leading the way with a 6.4% return for the month.

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