• Battling Market Headwinds

    By Portfolio Manager, Randall Coleman I’ve made analogies between investing and bicycling before. Even though it takes fortitude, endurance and stamina to invest through market cycles, particularly nasty periods occur when a rider (investor) is heading straight into ferocious winds (bad news). Every pedal stroke is a struggle and reaching the goal feels impossible. As…

  • Sanctions Against Russia Failing – What Now?

    By David Ruff, Portfolio Manager The magnitude of the current economic sanctions leveled against Russia by the US and Western countries exceed anything imposed to date on a major global power. The intent is to debilitate Russia’s economy to starve their War machine, resulting in a swift end of the Ukrainian War with its bloodshed…

  • In Search of a Soft Landing

    By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Investors can’t decide if they should worry more about inflation or recession. The Fed is clearly more concerned about inflation right now, even as it hopes to avoid triggering a recession down the road. We agree. So, we expect the Fed to continue with a string…

  • Dr. Chuck Lieberman: Fed Invokes Biggest Rate Hike Since 2000 to Fight Inflation

    The Fed raised rates by half a percentage point on Wednesday. Chuck Lieberman, Partner & CIO at Advisors Capital Management, joins Cheddar News’ Closing Bell, where he explains how Fed Chair Jerome Powell’s declaration that the Fed won’t be even more hawkish in raising rates is good news for Wall Street. The foregoing content reflects…

  • The Fate of Globalization

    By Senior Economic Advisor, Dr. Alan Greenspan In The Age of Turbulence, I opined that World War I was more devastating to civility and civilization than the physically far more destructive World War II: the earlier conflict destroyed an idea. I cannot erase the thought of those pre-World War I years when the future of…

  • Nowhere to Hide

    By Senior Economic Advisor, Dr. Alan Greenspan In The Age of Turbulence, I opined that World War I was more devastating to civility and civilization than the physically far more destructive World War II: the earlier conflict destroyed an idea. I cannot erase the thought of those pre-World War I years when the future of…

  • How Much Will Earnings Matter?

    By Dr. JoAnne Feeney, Portfolio Manager The headlines of late have indeed been worrisome, whether it be high inflation, rising interest rates, China’s zero-Covid policy, or war in Europe. (But that is the nature of headlines.) Market risks remain above normal. Elevated risk and higher interest rates tend to lower stock valuations, while higher future…

  • Bright, Shiny Objects

    By Randall Coleman, Portfolio Manager Since their advent in the 1990s, Exchange Traded Funds, or ETFs, have become wildly popular and have grown in scope to account for a massive amount of tradeable global securities. By some estimates, the global market cap of all ETFs is north of $8 trillion, with seemingly endless growth. A…

  • The Economy Keeps Rolling

    By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Stories abound regarding the impending recession, either as signaled by the inversion of the yield curve or due to excessive Fed rate hikes to contain inflation, take your pick. I can’t figure out if the recession forecast is reckless or just incompetent economics. Strong growth continues…