July’s jobs report delivered the weakest labor growth in over three years, prompting markets to rethink the soft-landing narrative. With downward revisions and policy uncertainty mounting, investors are on alert.

A new class of IPO candidates is emerging — from Stripe and Databricks to WeWork India and Shein. Backed by real revenue and renewed investor interest, these companies are quietly preparing for public markets in 2025 and 2026.

U.S. markets are rallying on soft landing hopes—but with valuations stretched, is the good news already priced in? A closer look at the risks and realities.

A new wave of REIT leadership is emerging — and it’s not in office towers or mortgages. From data centers to Sunbelt multifamily, we break down the sectors quietly outperforming in 2025.

Oil prices have quietly surged to multi-month highs, driven by OPEC+ supply cuts, strong summer demand, and geopolitical risk. The rally threatens to reignite inflation pressures, complicate the Fed’s rate path, and trigger a sector rotation as investors reassess risk.

Markets hit new highs in mid-2025, but with Q2 earnings, Fed decisions, and trade risks looming, investors must stay sharp. Explore insights on how to position your portfolio for resilience, yield, and opportunity in the second half.

U.S. stocks surged to new highs as AI optimism, Fed steadiness, and strong earnings drove broad gains across the S&P 500, Nasdaq, and Dow.

Trade tensions are quietly pressuring inflation and limiting the Fed’s ability to cut rates. Monetary policy now hinges as much on geopolitics as on data.

Breakdown of the Fed’s June 2025 decision to hold rates steady, exploring the data, risks, and political dynamics shaping monetary policy at a critical inflection point.

A recap of the June 9–13, 2025 market action: inflation data came in cooler than expected, the Fed held rates steady, and rising geopolitical tensions sent oil surging to end the week.

HDA Capital’s Midyear 2025 Equity Outlook explores the economic, policy, and market forces shaping the investment landscape in the second half of the year. With inflation moderating and earnings stabilizing, we provide a clear view of where risks and opportunities lie across sectors.

High-yield bonds are quietly winning in 2025—delivering more income and better risk-adjusted returns than their investment-grade peers. Here's why.

The S&P breaks 6,000, Trump calls for rate cuts, and CPI is on deck. Catch what moved markets—and what could move them next.

AI isn't just a future investment—it’s already reshaping cost structures, margin profiles, and how companies are valued. This piece breaks down where AI is showing up on financial statements, how it's influencing EBITDA and capital treatment, and why investors are starting to price in its quiet impact.

Inflation cooled, markets steadied, and AI stocks blinked. Here’s your recap for May 28–30.

Salesforce is acquiring Informatica in an $8 billion deal to strengthen its enterprise data and AI strategy. The move expands Salesforce’s Data Cloud with advanced data integration and governance capabilities.

The Fed held its ground, bond yields climbed, and AI stocks finally blinked. Here’s your weekly recap.

As interest rates reach multi-decade highs, investors are trading growth narratives for grounded fundamentals. In this new era of expensive capital, cash flow, margin discipline, and strategic patience are redefining what it means to build a resilient portfolio.

Beneath the surface of America’s small business landscape lies a massive pool of under-optimized companies—steady, profitable, and structurally overlooked. With outdated systems and succession gaps holding them back, these firms present a unique opportunity for disciplined investors focused on operational performance, not speculation.