Tag: economic insights

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Powerful Demographic Trends Can Drive Secular Portfolio Performance

Roughly 4 billion Millennials and Gen-Z globally offer massive tailwinds to certain brands.

What the Largest, Smartest Investors See Going Forward

I’ve always believed watching what the smartest investors in the world are doing, offers the average HNW investor a wonderful advantage. The largest alternative asset managers, including the private equity and private credit firms, have an information advantage over the typical individual investor.

What the Largest, Smartest Investors See Going Forward

I’ve always believed watching what the smartest investors in the world are doing, offers the average HNW investor a wonderful advantage. The largest alternative asset managers, including the private equity and private credit firms, have an information advantage over the typical individual investor.

Navigating Volatility: The Ripple Effect

In the world of trading and investing, volatility is an ever-present force that can either make or break portfolios. It requires astute decision-making, a solid plan, and the ability to seize opportunities while staying true to your strategy.

May HANDLS Market Recap: Cloudy with a Ray of Sunshine

The graph and table above provide return data for major income-oriented asset categories for the month of May 2023 and YTD 2023. Returns for...

Consumer Spending on “Selective Indulgences” Remains Strong

Aggregate spending is a bit above the long-term trend, so we expect the spending dynamic to change as consumers continue to make important choices. As personal income goes positive as inflation cools over time, positive spending and saving dynamics will emerge.

Consumer Spending on “Selective Indulgences” Remains Strong

Aggregate spending is a bit above the long-term trend, so we expect the spending dynamic to change as consumers continue to make important choices. As personal income goes positive as inflation cools over time, positive spending and saving dynamics will emerge.

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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?
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