The Resilient Consumer

Market Commentary

February 13, 2023

The Resilient Consumer

By Dr. JoAnne Feeney
By Dr. JoAnne Feeney, Partner & Portfolio Manager Time is money, they say, and that’s certainly true at the Super Bowl. $7 million bought some advertisers a mere 30 seconds to pitch their wares. The average price for a 30-second slot came in around $6.5 million this year, bringing the...

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Dr. Charles Lieberman
February 6, 2023
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Everyone was blown away by the huge 517,000 January increase in payrolls and...

Mexico as an Investment

Randall Coleman
January 30, 2023
By Portfolio Manager, Randall Coleman The biggest trade relationship between two countries in the world belongs to the United States and its northern...

The Recession That Hasn’t Happened Yet

Paul Broughton
January 23, 2023
By Portfolio Manager, Paul Broughton We seem to be waiting in slow-motion for an imminent recession that has yet to arrive, but is widely...

The Fixed Income Outlook is Much Brighter for 2023

Kevin Strauss
January 17, 2023
By Portfolio Managers, Kevin Strauss & Kevin Kelly After a challenging 2022 for fixed income, the outlook is much brighter for 2023. The yields...

The 2023 Outlook

Dr. Charles Lieberman
January 9, 2023
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Expectations for a mild recession are seemingly embedded most everywhere, even as...

How the EU Could Dominate US Tech Giants

David Ruff
December 19, 2022
By David Ruff, Portfolio Manager The US Federal Trade Commission recently filed suit to stop Microsoft’s $69 billion purchase of Activision...

A Tale of Two Economies

Dr. JoAnne Feeney
December 12, 2022
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...

Market Volatility Will Continue

Dr. Charles Lieberman
December 5, 2022
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer The sharp decline in stock and bond prices after the release of a strong jobs...

Money Has a Price Again

Randall Coleman
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...

Our Thoughts on China

David Ruff
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?

Paul Broughton
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...

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