Market Trends & Outlook

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.

“Recession Fatigue” As Consumers Begin To Break

“Recession Fatigue” is setting in as consumers struggle under rising interest rates, high inflation, and a declining stock market. Such was a point made in a recent CNBC article:

“Recession Fatigue” As Consumers Begin To Break

“Recession Fatigue” is setting in as consumers struggle under rising interest rates, high inflation, and a declining stock market. Such was a point made in a recent CNBC article:

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.

Superbubble’s Final Act? Or Is This Time Different?

Is this the “Superbubble’s Final Act?” Such was a fascinating piece of commentary recently from Jeremy Grantham, famed investor and co-founder of GMO.

Superbubble’s Final Act? Or Is This Time Different?

Is this the “Superbubble’s Final Act?” Such was a fascinating piece of commentary recently from Jeremy Grantham, famed investor and co-founder of GMO.

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?