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Latest Commentary

"It's the Economy, Stupid"
By: Dr. Charles Lieberman, Chief Investment Officer

Date: 9/7/2010

Stocks are so totally out of favor, any excuse will suffice to justify investing elsewhere. Such rationalizations can overcome depressed equity valuations and record low bond yields, at least until the market rallies and investors suddenly confront that new reality. But the key is the economy. If...
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Previous Reports

• 8/30/2010
In Need of Reassurance

• 8/16/2010
The Fear and the Flight of the Individual Investor

• 8/2/2010
The Bubble in Bonds vs. Cheap Stocks

• 7/26/2010
Back to Even and Still Bullish

• 7/19/2010

Sovereign Risks

• 7/12/2010
It's A Slow Grind

• 7/7/2010

Lebron James and Earnings Season

• 7/6/2010
It's a Long Way to Tipperary

• 7/2/2010
Employment Report: Just Fair

• 6/28/2010
Are We Greece or Are We Japan?

• 6/21/2010
Why Own Gold?

• 6/20/2010
Implications of a Stronger Yuan

• 6/14/2010
The Wisdom of Peter Lynch

• 6/7/2010
Decoupling

• 6/1/2010
Back to Armageddon

• 5/24/2010
Driven by Psychology

• 5/17/2010
Why Be Bullish?

• 5/10/2010
Europe Fires the Bazooka

• 5/6/2010
Greece and Contagion

• 5/3/2010
Is the Economic Recovery for Real?

• 4/26/2010
Stocks Still Have Limited Downside

• 4/19/2010
Goldman, As Scapegoat

• 4/12/2010
Gluttons... for Bad News

• 4/5/2010
Houston, We Have Ignition

• 3/29/2010
I'm Entitled

• 3/22/2010
Sex Sells...And So Does Fear

• 3/15/2010
Getting Healthy

• 3/8/2010
What A Difference A Year Makes

• 3/1/2010
M&A Is Back

• 2/22/2010
Getting Back to Normal

• 2/16/2010
It's the Budget, Not the European Union at Risk

• 2/8/2010
Another (Half) Step Forward

• 2/1/2010
Well, Better Late Than Never

• 1/25/2010
Keep Focus on the Recovery

• 1/21/2010
Policy Incompetence

• 1/11/2010
Low Expectations Are Made to be Exceeded

• 1/4/2010
2010: The Year of Economic Recovery

• 12/28/2009
Where Does Cash Go in 2010?

• 12/21/2009
Looking Backwards to Look Forward

• 12/14/2009
Gathering Momentum

• 12/7/2009
Recovery on Track; Buy Equities, Sell Bonds

• 11/30/2009
It's A Weak Recovery, Or Is It?

• 11/23/2009
Too Big to Fail vs. Too Political to Regulate

• 11/16/2009
   Debunking Policy and Economic Myths

• 11/9/2009
   Buffett's Message

• 11/2/2009
   "I'll Get Back in When the Market Corrects"

• 10/27/2009
    Policy Needs and Timing Concerns

• 10/19/2009
   Yet another Quarter of Better-Than-Expected Earnings Growth

• 10/16/2009
   ACM Q3 2009 Private Account Performance

• 10/12/2009
    Is There A "New Normal" for Growth?

• 10/5/2009
   The Recovery Process

• 9/28/2009
   Unappreciated Risk

• 9/21/2009
   Stocks Have Moved From Being "Ridiculously Cheap" to "Very Undervalued"

• 9/14/2009
   One Year After Lehman

• 9/8/2009
   Slow Turn

• 8/24/2009
   There's A Strong Recovery Ahead in Housing

• 8/17/2009
   Will Commercial Real Estate Defer Recovery?

• 8/10/2009
    It Is Looking More Like A V-Shaped Recovery

• 8/3/2009
   Still Missing the Last Piece: Jobs

• 7/27/2009
   Revenues Down, Profits Up, Is This A Problem?

• 7/20/2009
   From Green Shoots to Flowering Buds

• 7/13/2009
   The Shin Bone Is Connected to the Knee Bone...

• 7/6/2009
   Disappointment, Not Tragedy

• 6/29/2009
   The Message of the Bond Market

• 6/22/2009
   (The Economy) and Housing are Bottoming

• 6/15/2009
   What if the Chinese Sell Treasuries?

• 6/8/2009
   Why Are Interest Rates Rising on Treasuries?

• 6/1/2009
   Where Are the Land Mines Hidden?

• 5/26/2009
   Is the Stock Market Rally for Real?

• 5/18/2009
   Seeds of Recovery

• 5/11/2009
   Inflation Fears Are Overblown

• 5/4/2009
   The Upside Case for the Stock Market

• 4/27/2009
   The Ship Is Turning

• 4/20/2009
   Step by Step

• 4/13/2009
   A Little Healthier, Psychologically

• 4/6/2009
   Not Out of the Woods Quite Yet

• 3/30/2009
   International Economic Games at the G20

• 3/23/2009
   Policy Engaged

• 3/16/2009
   Early Green Shoots

• 3/9/2009
   Accounting Gone Wild

• 3/2/2009
   A Good Strategic Move

• 2/27/2009
   The Value of Trust Preferred Shares

• 2/23/2009
   Nationalization Fears

• 2/17/2009
   Stop Talking, Just Do It

• 2/9/2009
   Even Bonds Offer Good Value Now

• 2/2/2009
   Dismal News Is Not Quite So Dismal

• 1/26/2009
   Two Steps Forward, One Step Back

• 1/12/2009
   Dismal Economy

• 12/22/2008
   Winter Thaw?

• 12/15/2008
   It's All about the Credit Markets

• 12/1/2008
   Still Working to Restore Confidence

• 11/24/2008
   Restoring Confidence

• 11/17/2008
   The Power of Lower Oil Prices

• 11/11/2008
   Expectations for a Long Recession

• 10/20/2008
   Coordinated Rescue Strategies

• 10/13/2008
   Seriously, Finally

• 10/8/2008
   Exceptional Action for Extraordinary Times

• 10/6/2008
   A Stitch in Time Would Have Saved Nine

• 9/29/2008
   The Melodrama Continues

• 9/28/2008
   Behind the Scenes at the Credit Crisis

• 9/22/2008
   Sifting Through the Carnage

• 9/16/2008
   Thoughts at the End of the Day

• 9/15/2008
   Wheres the Safety Net?

• 9/8/2008
   Help for the GSEs and Housing

• 9/2/2008
   Hopeful Signs of Improvement

• 8/25/2008
   Academic Debate

• 8/18/2008
   Problematic Credit Risks

Favorites

• 8/31/2009
Cash Is A Clunker

• 3/18/2009
Unraveling the Housing Market

• 1/30/2009
Leading Advisory Firm Provides Check List to Help Investors Reduce the Risk of Becoming a Ponzi Scheme Victim

• 1/5/2009
The Outlook for 2009

• 12/17/2008
This is not Your Father's Bond Market

• 12/8/2008
Mr. Market's Manic Moods

• 11/3/2008
Looking for Value; It's Everywhere

• 10/27/2008
A Letter to Treasury Secretary Paulson

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