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 With outdated systems and succession gaps holding them back, these firms present a unique opportunity for disciplined investors focused on operational performance, not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.

Often overshadowed by Wall Street giants, small businesses quietly power nearly half of America's private workforce and contribute over 40% of GDP. Despite their economic weight, many operate with outdated systems and limited access to capital—leaving significant untapped potential on the table for those paying attention.