Celebrating 50 Years of Cambiar Investors
Tag: recession
It’s Tough Out There… But It’s Not a Bear Market in Value Stocks
2023 Outlook: Cost of Capital” Bear Market becomes a cost of liquidity slog and other things to consider.
Money Life Interview - Adam Ballantyne
Cambiar Senior Analyst Adam Ballantyne recently spoke with Chuck Jaffe about the Fed's recent actions and areas of the market we find interesting during these uncertain times.
Past Peak Hawkishness
The worst may be over, but we are heading into a dry desert of higher capital costs.
Bear Market Ruminations
Thoughts on a bear market, recession, and other financial developments.