Whatever Happened to the Impending Recession?
June 5, 2023
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer What if they scheduled a recession and no one showed up? We still see no...
Market Commentary
June 12, 2023
Turkey – Friend or Foe? And is it Investable?
By David Ruff, Portfolio Manager Turkey’s equities rallied an impressive 22.01% over the last 30 days through June 8th in local currency terms, reflecting investor enthusiasm following the election. This continues an impressive run for Turkey stocks, measuring 578.82% or 46.64% annualized...
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Rational Exuberance
May 30, 2023
By Dr. JoAnne Feeney, Portfolio Manager Investors headed into Memorial Day weekend worried about the debt ceiling crisis and breathed a sigh of...
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,...
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...
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