Investment Strategy
Weekly investment strategy
MARKETS & INVESTING May 27, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Misconceptions with ‘sell in May, go away’ expression The S&P 500’s history of a summer slowdown Keeping an eye on a multitude of events this summer As we prepare to celebrate the long Memorial Day Weekend, the […]
How many more hits can U.S. consumers absorb?
MARKETS & INVESTING May 20, 2022 The Fed needs to consider the consumer when planning interest rate increases, says Raymond James Chief Investment Officer Larry Adam. We are of the opinion that the U.S. economy will not enter into a recession over the next twelve months or so. For the most part, none of […]
Weekly investment strategy
MARKETS & INVESTING May 20, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Rate hikes cannot solely resolve pricing pressures Sentiment may become a self-fulfilling prophecy Retailer earnings calls conveyed cautionary trends We remain in the camp that the US economy will not enter a recession over the next 12 […]
Weekly investment strategy
MARKETS AND INVESTING May 13, 2022 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Consumer, business, & investor sentiment have declined The macroeconomic backdrop may turn more favorable Mistiming the market can be detrimental to a portfolio The equity market was on cruise control, but now headline congestion has the S&P […]