Investment Strategy

MARKETS AND INVESTING February 18, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After bouncing from oversold levels, the S&P 500 stalled out at 4590 and is currently pulling in to the midpoint of its recent ~4600-4200 trading range on Russia/Ukraine concerns. […]

MARKETS AND INVESTING February 11, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Markets pricing in a more hawkish Fed Consumers & businesses splurging for the big game Retailers may boost 4Q21 earnings growth Are you ready for the football finale? A potentially record setting 117 million fans are expected […]

MARKETS AND INVESTING February 11, 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 has experienced a good bounce over the past couple of weeks- up ~8% from the lows. It is not abnormal to get sharp snapbacks like this […]

ECONOMY AND POLICY February 11, 2022   Chief Economist Scott Brown discusses the latest market data. The headline Consumer Price Index (CPI) figures for January were a bit higher than expected (up 0.6% overall and ex-food & energy), bringing the year-over-year pace to 7.5% – the largest 12-month gain since February 1982. Ex-food & energy, […]