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Economic Insights

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

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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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