Economic Insights

The Lag Effect Of The Fiscal Pig & Economic Python

For those unfamiliar with the term “pig in a python,” it refers to when a python consumes its prey. It does so by swallowing it whole, in this case, a pig. The American-English definition of “pig in a python” became an analogy for the demographic bulge in the U.S.

The Lag Effect Of The Fiscal Pig & Economic Python

For those unfamiliar with the term “pig in a python,” it refers to when a python consumes its prey. It does so by swallowing it whole, in this case, a pig. The American-English definition of “pig in a python” became an analogy for the demographic bulge in the U.S.

Is the Fed Trying to Wean the Markets Off Monetary Policy?

That is a powerful assessment that, if true, has an overarching impact on the economic and financial markets over the next decade. Such is especially important when considering the effect these repeated monetary and fiscal interventions had on financial market returns over the previous decade.

Is the Fed Trying to Wean the Markets Off Monetary Policy?

That is a powerful assessment that, if true, has an overarching impact on the economic and financial markets over the next decade. Such is especially important when considering the effect these repeated monetary and fiscal interventions had on financial market returns over the previous decade.

Investor Resolutions & January Stats For 2023

With 2022 finally over, and not soon enough, such is an excellent time to review our "investor resolutions." However, before we commit to our resolutions, let's check what the month of January may have in store.

Investor Resolutions & January Stats For 2023

With 2022 finally over, and not soon enough, such is an excellent time to review our "investor resolutions." However, before we commit to our resolutions, let's check what the month of January may have in store.

Few Got Asset Allocation Right in 2022

For those who malign 2022 simply because of lousy investment returns, poor asset allocation is the cause. More energy exposure and no bonds would have made the year more agreeable.

Few Got Asset Allocation Right in 2022

For those who malign 2022 simply because of lousy investment returns, poor asset allocation is the cause. More energy exposure and no bonds would have made the year more agreeable.

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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?