What Do Market Leaders and Politicians Have in Common?

Market Commentary

March 25, 2024

What Do Market Leaders and Politicians Have in Common?

By Randall Coleman
By Randall Coleman, Portfolio Manager, CFA Tick-tock! Tick-tock! Tick-tock! No, not the Chinese-owned social media/video platform, TikTok, with over 100 million US users and currently in the crosshairs of an angry Congress, but tick-tock! tick-tock! the clock! The clock is running to November 5....

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The Three Main Ingredients for Fixed Income Success

Kevin Kelly
March 18, 2024
By Kevin Kelly, Partner/Portfolio Manager Many investors pay little attention to their fixed income holdings, although the past few years have...

Animal Spirits

Paul Broughton
March 11, 2024
By Paul Broughton, Portfolio Manager The S&P 500 has rallied by over 46% in the last seventeen months and has been setting new record highs. ...

Solid Foundations

Dr. Charles Lieberman
March 4, 2024
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer  The market has largely wrung out unrealistic expectations of a recession and a...

The Rise of Southeast Asia 2.0

David Ruff
February 26, 2024
By David Ruff, Portfolio Manager Indonesia recently held presidential elections and early results suggest Prabowo Subianto, frequently referred to by...

Despite Mixed Signals, U.S. Economy Still Humming Along

Dr. JoAnne Feeney
February 20, 2024
By Dr. JoAnne Feeney, Partner & Portfolio Manager Last week’s two inflation reports raised concerns among equity investors. They finally began...

Betting vs. Investing

Randall Coleman
February 12, 2024
By Randall Coleman, Portfolio Manager, CFA By the time you read this, Super Bowl LVIII will be history and the sports gods will have decided which...

The Recession is Cancelled

Dr. Charles Lieberman
February 5, 2024
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer The economy may have picked up some steam recently, although a strengthening of...

Fixed income should work in 2024 regardless of Federal Reserve action

Kevin Kelly
January 29, 2024
By Portfolio Managers: Kevin Kelly & Kevin Strauss We find corporate bonds yielding over 5% compelling in the current economic environment,...

Not So Fast

Paul Broughton
January 22, 2024
By Paul Broughton, Portfolio Manager Investors, in general, are bullish as we’re getting started in 2024.  The oft-mentioned soft-landing seems...

European Equities May Pay for Your European Vacation

David Ruff
January 16, 2024
By David Ruff, Portfolio Manager In our September 2022 commentary titled “European Equities – Winter is Coming?”, we highlighted the...

Steady As She Goes

Dr. Charles Lieberman
January 8, 2024
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer The economy seems to have settled down into a steady expansion.  It remains to...

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