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Investment Strategy

Five key takeaways from Q2 earnings season

MARKETS & INVESTING August 18, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer remains healthy but spending is shifting Earnings recession has likely bottomed Margins are likely to remain resilient Summer is quickly coming to an end, and while the official end of the season doesn’t arrive until mid-September, […]

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Consumer strength likely to hit some crosswinds

MARKETS & INVESTING August 11, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Tailwinds to consumer strength are fading Labor market cracks are becoming evident Higher borrowing costs a headwind for capex plans Planes, trains, and automobiles! That’s what this summer’s travel season has felt like for millions of Americans […]

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Don’t slight historical wisdom

MARKETS & INVESTING August 07, 2023   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. In an era of instant gratification, it should not be a surprise that the market has been trending ahead of itself. The competitive nature of this country has developed technology, produced goods, created wealth and […]

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July employment comes in weaker than expected

MARKETS & INVESTING August 04, 2023   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economy likely to start cruising at a lower altitude Gravity is setting in on equity valuations Soaring stocks entering a weak seasonal period Happy August! As sky gazers and astronomy enthusiasts know, August is the best time for stargazing! […]

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