Investment Strategy

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 […]

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 […]