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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?

0
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.

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Economic Insights

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

0
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

0
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

0
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?

0
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

0
Politics Trumps the Numbers, Can Markets Keep Their Cool?
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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

Joe Tigay, Portfolio Manager -
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.
Read more

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

David Cohen -
Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.
Read more

How Leading Consumer Brands Have Emerged Stronger Since 2019

Eric Clark, Portfolio Manager -
The last five years have been among the most intense stress tests in modern business history.
Read more

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