Economic Insights

Are The FANG Stocks Dead?

Are the FANG stocks dead? Or, to be clear, are the MANNGMAT stocks dead? Of course, we are talking about the big technology heavyweights of Meta (FB), Apple (AAPL), Netflix (NFLX), Nvidia (NVDA), Google (GOOG), Microsoft (MSFT), Amazon (AMZN) and Tesla (TSLA). According to a recent article via the WSJ, such seems to be the case.

The Treasury Market Is The Fed’s Next Crisis

The Fed’s next crisis is already brewing. Unlike 2008, where “subprime mortgages” froze counter-party trading in the credit markets as Lehman Brothers failed, in 2022, it might just be the $27 Trillion Treasury market.

Lessons From Peter Lynch: Invest In What You Know

There are a handful of investors that have risen above everyone else over time. Peter Lynch was one of the titans of investing. Peter ran the Fidelity Magellan Fund from May 1977 to April 1990. Over that period, the Magellan Fund was the top performing equity fund. His “invest in what you know” approach is quite similar to what we preach with the top global brands approach to investing.

The Last “Lost Decade” Favored Top Brands

Absolutely no one knows what will happen in the future. When you come across a person or firm that says they can predict the future, ask yourself why they aren't sitting on a 100-foot yacht in St. Barts versus talking to the media or you about their knowledge of the future.

The Last “Lost Decade” Favored Top Brands

Absolutely no one knows what will happen in the future. When you come across a person or firm that says they can predict the future, ask yourself why they aren't sitting on a 100-foot yacht in St. Barts versus talking to the media or you about their knowledge of the future.

Where Will Stocks Hit The Bottom?

We have all heard the adage, “the stock market is a discounting mechanism”. Stocks tell a story of the future long before the facts confirm it. Most growth stocks peaked in late 2021 and have experienced significant drawdowns ever since.

Where Will Stocks Hit The Bottom?

We have all heard the adage, “the stock market is a discounting mechanism”. Stocks tell a story of the future long before the facts confirm it. Most growth stocks peaked in late 2021 and have experienced significant drawdowns ever since.

The Strong Dollar Is A Risk To Corporate Profits

While many commentators argued the dollar would go bust due to the excessive debt levels in the U.S., such has hardly been the case. In 2022, as the U.S. economy is the “cleanest shirt in the dirty laundry,” the dollar rose sharply.

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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?