Money Has a Price Again
November 28, 2022
By Randall Coleman, Portfolio Manager No spoiler alert here: money has a price again. Warning bells went off a year ago when the Federal Reserve...
Market Commentary
December 5, 2022
Market Volatility Will Continue
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer The sharp decline in stock and bond prices after the release of a strong jobs report for November was quite appropriate, so it was a surprise that both markets rebounded over the course of the day. While most economists expect the...
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Our Thoughts on China
November 21, 2022
By David Ruff, Portfolio Manager China’s 20th Communist Party Congress concluded on October 22nd. The week-long, semi-decade, seminal event...
Is a Recession Imminent?
November 14, 2022
By Paul Broughton, Portfolio Manager It seems that certain sectors and industry groups in the market haven’t gotten the memo yet that a recession...
The Fed Will Pump the Brakes
November 7, 2022
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer The Fed will likely downshift from 0.75% hikes to 0.50% each meeting, but this...
Eddie Munster Week
October 31, 2022
By Randall Coleman, Portfolio Manager Happy Halloween! It’s all about eddies this week. Eddie Munster because it’s Halloween and eddy currents...
Earnings: The Other Shoe to Drop?
October 24, 2022
By Dr. JoAnne Feeney, Partner & Portfolio Manager Investors remain on edge as interest rates climb, inflation remains stubbornly high, and...
Searching for a Bottom
October 17, 2022
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Strong job gains and high inflation pose an extreme challenge to equity (and...
Volatility Creates Opportunity in Fixed Income
October 10, 2022
By Partner & Portfolio Managers, Kevin Strauss & Kevin Kelly Interest rates have risen dramatically in 2022 causing volatility and price...
The Fed’s Next Steps
October 7, 2022
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Solid job numbers support the public comments of many Federal Reserve officials,...
Committed
September 26, 2022
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Fed Chair Powell made crystal clear with his Jackson Hole speech and the Fed’s...
Eating Your Vegetables
September 19, 2022
By Paul Broughton, Portfolio Manager This equity market is the equivalent of having to eat your vegetables when you were a kid before you were...
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