Investment Strategy

MARKETS AND INVESTING February 18, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways A diplomatic resolution remains our base case Higher oil prices would impact the global economy Energy prices could force the Fed to be more aggressive A picture is worth a thousand words. And the satellite images and […]

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 […]