Tag: fixed income

spot_imgspot_img

The Laws of Attracting Alpha – Portfolio Manager Profile of Eric S. Meyer, PhD, J.D., CFA

In this portfolio manager profile, you’ll learn how Portfolio Manager Eric Meyer’s career led him to find interesting investing opportunities that resulted in the...

CPI June Reaction: Don’t Be Fooled by the 0.4% Month-Over-Month Gain in the Core!

Following the June 13 CPI report that shows inflation has dipped to 4% year-over-year (YoY) but Core inflation is up 0.4% on the month,...

May HANDLS Market Recap: Cloudy with a Ray of Sunshine

The graph and table above provide return data for major income-oriented asset categories for the month of May 2023 and YTD 2023. Returns for...

CPI Instant Reaction – Inflation is Not 5%!

Following the May 10 CPI report that shows inflation has dipped under 5%, Leland Abrams of Wynkoop, LLC and a portfolio manager of a...

CPI Instant Reaction – Inflation is Not 5%!

Following the May 10 CPI report that shows inflation has dipped under 5%, Leland Abrams of Wynkoop, LLC and a portfolio manager of a...

Stay in touch:

255,324FansLike
128,657FollowersFollow
97,058SubscribersSubscribe

Newsletter

Don't miss

A Summer Surge: August 2024 HANDLS Monthly Report

After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.

Where are the Hidden Risks in Your Portfolio Currently? Plus, an idea.

Allocators add new exposures for a variety of reasons; diversification, returns, risk mitigation, etc. Understanding this, what is the most over-owned and expensive sector today?

Consumer Spending: Are Consumers Tapped Out or Pushing Back?

Consumer Spending: Are Consumers Tapped Out or Pushing Back?  Key...

Knocked Down Inflation: July 2024 HANDLS Monthly Report

After a red-hot June built on expectations that the Federal Reserve may succeed at killing inflation without killing the economy, July saw investors begin to question the soft-landing narrative.

Carry Traders Get Carried Out

It looks like a big margin call started in Japan. The Japanese Yen has become a funding currency in recent years, a source of cheap financing with the proceeds reinvested in better returning assets – such as US$ listed AI stocks.
spot_img