Investment Strategy

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 […]

MARKETS & INVESTING July 01, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The first half of 2022 is coming to a close with the S&P 500 in a bear market and down ~21% year-to-date. The year was expected to be marked […]

MARKETS & INVESTING June 30, 2022   Markets prepare for challenging times as the Fed ramps up its inflation fight. As the Federal Reserve (Fed) committed itself to battling inflation this year, one question looming large was how aggressive a tack it would take. In June, we received a second, clarifying answer. In light of […]