Economic Insights

Commodity & Infrastructure Insights

Can Trump Manage the Economic Cycle?

Simon Lack, Portfolio Manager -
The current economic recovery, launched out of the cauldron of the 2008-09 financial crisis, continues to percolate. Directly following the 2016 presidential election, many...
Commodity & Infrastructure Insights

Miscounting America’s Crude

Simon Lack, Portfolio Manager -
Wednesday’s report on crude oil stocks from the Energy Information Administration (EIA) showed a sharp jump in storage of 1 million barrels per day...
Corporate Insights

Trade War Discussion: China, Trump and Tariffs

Eric Clark, Portfolio Manager -
The deadline for a trade deal has come and gone and starting today, the U.S. will add more tariff money to the U.S. treasury...
Corporate Insights

Trade War Discussion: China, Trump and Tariffs

Eric Clark, Portfolio Manager -
The deadline for a trade deal has come and gone and starting today, the U.S. will add more tariff money to the U.S. treasury...
Commodity & Infrastructure Insights

A Reactive Federal Reserve

Simon Lack, Portfolio Manager -
The other morning a CNBC guest was able to share an insight not normally found on TV. The need for ten-second ideas greatly limits...
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Economic Insights

The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

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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.
Corporate Insights

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

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Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.
Corporate Insights

How Leading Consumer Brands Have Emerged Stronger Since 2019

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The last five years have been among the most intense stress tests in modern business history.
Economic Insights

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

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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.
Economic Insights

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

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Politics Trumps the Numbers, Can Markets Keep Their Cool?

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