Fed Cuts, Yet 10-year Rises
October 21, 2024
By Portfolio Managers – Kevin Kelly & Kevin Strauss The Federal Reserve (Fed) cut rates for the first time post-Covid in September, yet in the...
Market Commentary
October 28, 2024
Only the Paranoid Survive
By Randall Coleman, Portfolio Manager, CFA “Made in Japan” used to be derogatory, meaning low quality, inferior, cheap. Somewhere along the line, “Made in Japan” flipped in meaning, signifying the point when Japan’s manufacturing and engineering talent became world class. Indeed, the 1969...
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Getting Healthier
October 14, 2024
By Paul Broughton, Portfolio Manager With less than three months to go in 2024, its worth examining recent market trajectories and noting some of the...
What Recession?
October 7, 2024
By Dr. Charles Lieberman, Co-founder and CIO The unambiguously strong increase in September payroll employment, reinforced by upward revisions to the...
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