A Tale of Two Economies

Market Commentary

December 12, 2022

A Tale of Two Economies

By Dr. JoAnne Feeney
By Dr. JoAnne Feeney, Partner & Portfolio Manager All eyes will be on the Federal Reserve this week as it gets set to raise its policy rate, the Federal Funds Rate, yet again. Inflation remains a persisting threat and one the Fed has made clear it intends to defeat. Investors should not doubt...

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Market Volatility Will Continue

Dr. Charles Lieberman
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By Dr. Charles Lieberman, Co-founder & Chief Investment Officer The sharp decline in stock and bond prices after the release of a strong jobs...

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Randall Coleman
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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...

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Dr. Charles Lieberman
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Eddie Munster Week

Randall Coleman
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Dr. Charles Lieberman
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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

Kevin Strauss
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By Partner & Portfolio Managers, Kevin Strauss & Kevin Kelly Interest rates have risen dramatically in 2022 causing volatility and price...

The Fed’s Next Steps

Dr. Charles Lieberman
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By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Solid job numbers support the public comments of many Federal Reserve officials,...

Committed

Dr. Charles Lieberman
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...

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