The Reality that Lurks Beneath the Surface


October 11, 2021

The Reality that Lurks Beneath the Surface

By Dr. Charles Lieberman
By Dr. Charles Lieberman The September jobs report disappointed with a mere 194,000 new payroll jobs, a totally misleading sense of how the labor market is performing. Everything else in the report was consistent with the ongoing solid recovery of the labor market. So, we expect the Federal Reserve...

Advisors Capital’s Feeney on how to balance inflation and interest rate risk

Dr. JoAnne Feeney
September 30, 2021
JoAnne Feeney, Advisors Capital Management partner, joins ‘Squawk on the Street’ to discuss the state of the market as investors await Jerome...

Advisors Capital’s Lieberman on Investment Strategies

Dr. Charles Lieberman
September 27, 2021
Advisors Capital’s Lieberman on Investment Strategies. The foregoing content reflects the opinions of Advisors Capital Management, LLC and is...


    Contact us to learn more about the ACM 
    Advantage: personalized portfolios 
    that align seamlessly with your clients’ 
    financial plans.

    What should you be worried about?

    Dr. JoAnne Feeney
    September 27, 2021
    By Dr. JoAnne Feeney, Portfolio Manager September has been a little bumpy, as history suggested it might be. As my colleague, Paul Broughton, wrote...

    Dr. JoAnne Feeney: Investors should buy ‘resilient’ growth names
    September 22, 2021
    CNBC’s “Squawk Box” team discusses the best stock picks with Joanne Feeney of Advisors Capital Management. The foregoing content reflects the...

    Everything’s a Derivative and a New Take on Crypto

    Randall Coleman
    September 20, 2021
    By Randall Coleman, Portfolio ManagerFootball is back. I’m not much of a sports fan, but I’m vaguely aware of the phenomenon. I know the basic...

    Dr. JoAnne Feeney on Fox Business News: Should investors worry ‘stagflation’ is coming back?
    September 17, 2021
    Stifel chief economist Lindsey Piegza and Advisors Capital Management partner JoAnne Feeney provide insight into today’s economic and market trends...

    Alan Greenspan Remembers 9/11

    Dr. Alan Greenspan
    September 13, 2021
    On the afternoon of September 11, 2001, I was flying back to Washington on Swissair Flight 128, returning home from a routine international...

    Dr. Chuck Lieberman: Weekly Unemployment Claims Lift Optimism on Wall Street
    September 7, 2021
    U.S. futures pointed to a higher open on Thursday ahead of weekly jobless data which was expected to fall to 345,000 from 353,000 a week prior. Chuck...

    Waiting for the Fed

    Dr. Charles Lieberman
    September 7, 2021
    By Chuck Lieberman, Co-founder & CIO The August employment report actually fit in quite well with investor expectations, even though job growth...

    Dr. JoAnne Feeney: Investors should be positioned in stocks that will do well as Fed tapering begins
    September 3, 2021
    JoAnne Feeney of Advisors Capital Management says the reopening trade isn’t dead, but it’s postponed, and discusses how investors should position...

    Animal Spirits and Economic Modeling

    Dr. Alan Greenspan
    August 31, 2021
    By Dr. Alan Greenspan, Senior Economic Advisor Unprecedented amounts of fiscal and monetary stimulus have driven stock prices to all-time highs, now...