Investment Strategy

January 22, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways 4Q20 earnings season is about to be ‘rockin’ n’ rollin’’ Revisions ‘marching to the beat of their own drum’ 2021 earnings rebound could ‘soothe’ the market’s ‘soul’ Tomorrow is the 35th Anniversary of the first induction into the Rock and Roll […]

January 22, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary Q4 earnings season is off to a solid start fundamentally. 87% of S&P 500 companies are beating their earnings estimates by an aggregate surprise of 20.4% so far, in line with the historically […]

January 15, 2021 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Democratic sweep may ‘preserve’ tax policy shifts Biden administration vows to ‘protect’ against cyber threats The Fed may have to ‘defend’ against inflation spikes Next Wednesday, January 20, Joe Biden will be sworn in as the 46th President of the United […]

January 15, 2021 Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary Since breaking out to new highs in November, the S&P 500 has continued to glide higher through the seasonally strong period of the year. Enormous strength from the most risk-on areas during this […]