Investment Strategy

MARKETS & INVESTING July 25, 2022   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Investors often rationalize procrastinating investment decisions. The Fed is meeting later this week. GDP data reports are coming. Corporate earning releases are approaching. Future Fed hikes will raise rates. These are all upcoming realities with […]

MARKETS & INVESTING July 22, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Explaining a technical versus an actual recession The Fed has an 8-week hiatus after next week’s decision Pessimistic earnings narrative has not materialized so far Monday is National Thread the Needle Day, a holiday that acknowledges all […]

MARKETS & INVESTING July 22, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The S&P 500 is in the midst of its fourth ~10% oversold relief rally this year, up 8% from its mid-June lows. A positive development in the current bounce […]

MARKETS & INVESTING July 01, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Shift to services occurring at a rapid pace Positive returns often follow depressed sentiment Strong correlation- between gas prices & sentiment It’s been over 200 years since the discovery of the Rosetta Stone. The 2,000 year-old carving enabled […]