Full Speed Ahead

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December 11, 2023

Full Speed Ahead

By Dr. Charles Lieberman
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer The latest jobs data is consistent with the soft landing thesis, but such a conclusion is still far from definitive, so more data is needed and the Fed will likely remain on pause for several months, quite possibly for all of...
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Is A Soft Landing in the Offing?

Dr. Charles Lieberman
December 4, 2023
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer A month ago, I wrote: “It may take months, possibly even quarters, to answer...

Your Electric Vehicle Future

Randall Coleman
November 27, 2023
Randall Coleman, CFA Climate change is real! Climate change is a hoax! Man-made carbon emissions are the cause of climate change! Man has nothing to...

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    Be thankful for the compelling opportunity in fixed income

    Kevin Kelly
    November 20, 2023
    By Kevin Kelly, Partner/Portfolio Manager Fixed income is considered boring and simply can’t compete with the latest “hot” stock on...

    Bloomberg Markets: The Close 11/16/2023

    Advisor Capital Management
    November 17, 2023
    JoAnne’s segment starts at 1:28:30 JoAnne Feeney, partner and portfolio manager at Advisors Capital Management, discusses Apple’s...

    Episode 13:  The Fed is Done for Now

    Advisor Capital Management
    November 16, 2023
    The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any time without notice. Content provided...

    Headwinds

    Paul Broughton
    November 13, 2023
    By Paul Broughton, Portfolio Manager In mid-July, the Goldman Sachs Financial Conditions Index hit a 2023 year-to-date low (i.e., loose) and a few...

    Bloomberg Markets: Americas 11/06/2023 (Dr. JoAnne Feeney)

    Advisor Capital Management
    November 6, 2023
    JoAnne appears at 00:37 JoAnne Feeney, partner and portfolio manager at Advisors Capital Management, joins BNN Bloomberg to discuss her market...

    Is A Soft Landing in the Offing?

    Dr. Charles Lieberman
    November 6, 2023
    By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer Hiring has slowed, but it is yet to be determined if it has moderated enough or...

    The Great Fall of China?

    David Ruff
    October 30, 2023
    By Portfolio Manager, David Ruff In correction mode since mid-Summer, global equities slumped 10.12% for the three months ending October 27th. ...

    Bloomberg Markets: Americas 10/23/2023 (Dr. JoAnne Feeney)

    Advisor Capital Management
    October 24, 2023
    JoAnne’s segment starts at 11:00 Alix Steel and Guy Johnson bring you the news you need to know and trends you need to watch as US markets get...

    Political Meddling: Just Another Feature of the Investing Environment

    Dr. JoAnne Feeney
    October 23, 2023
    By Partner & Portfolio Manager, Dr. JoAnne Feeney Economists regularly plead for politicians to seek efficiency in the pursuit of any fiscal...