Inverted Yield Curve
May 22, 2023
By Portfolio Managers Kevin Kelly & Kevin Strauss While the media loves to discuss the gloom and doom associated with an inverted yield curve,...
Market Commentary
May 30, 2023
Rational Exuberance
By Dr. JoAnne Feeney, Portfolio Manager Investors headed into Memorial Day weekend worried about the debt ceiling crisis and breathed a sigh of relief as news of a tentative deal emerged during Saturday barbeques. While Congress still needs to deliver the votes, it’s looking increasingly likely...
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Rules & Regulations for International Investing
May 15, 2023
By Randall Coleman CFA, Portfolio Manager Get out your crystal ball and tell us what’s going to happen. Is there going to be a recession? Are we...
The Usual Game of Chicken
May 9, 2023
By Co-Founder & CIO, Dr. Charles Lieberman The debt ceiling debate is heating up and many investors are nervous, which is precisely what...
It’s Now a Waiting Game
May 8, 2023
By Co-Founder & CIO, Dr. Charles Lieberman The Fed would like to leave policy unchanged until it becomes clear whether it has succeeded in...
The. Most. Anticipated. Recession. Ever.
May 1, 2023
By Portfolio Manager, Paul Broughton What seems to be the most anticipated recession ever still has not arrived, but its effect on the market is...
Global De-Dollarization – What are the Investment Implications?
April 24, 2023
By David Ruff, Partner & Portfolio Manager The presidents of Brazil and China reportedly signed 15 new trade agreements covering an extensive...
Market Rallies in Advance of Gloomy Earnings Season: What Gives?
April 17, 2023
By Dr. JoAnne Feeney, Partner & Portfolio Manager If you weren’t already confused by talk of impending economic doom amidst one of the...
AI is coming for you! Or is it?
April 10, 2023
By Portfolio Manager, Randall Coleman The future is coming and you’re not in it. Rear Admiral Cain to Pete “Maverick” Mitchell in Top Gun:...
The Bank Run Drama is Largely Over
April 3, 2023
By Co-Founder & CIO, Dr. Charles Lieberman The major run of uninsured depositors that triggered the failures of Silicon Valley Bank and Signature...
Fixed Income Looking Attractive
March 27, 2023
By Portfolio Managers, Kevin Strauss & Kevin Kelly A relatively low duration, investment grade corporate portfolio yields approximately 5%...
How Will the Bank Crisis End?
March 20, 2023
By Co-Founder & Chief Investment Officer, Dr. Charles Lieberman Government officials did what they needed to do by guaranteeing Silicon Valley...
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