Rational Exuberance

Market Commentary

May 30, 2023

Rational Exuberance

By Dr. JoAnne Feeney
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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Inverted Yield Curve

Kevin Kelly
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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

Randall Coleman
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

Dr. Charles Lieberman
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

Dr. Charles Lieberman
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.

Paul Broughton
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?

David Ruff
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?

Dr. JoAnne Feeney
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?

Randall Coleman
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

Dr. Charles Lieberman
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

Kevin Strauss
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?

Dr. Charles Lieberman
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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