Investment Strategy

MARKETS AND INVESTING October 08, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: Anxiety surrounding the debt ceiling has contributed to recent market weakness in our view, though also accompanied by supply chain issues, inflation concerns, and details on the coming infrastructure/tax […]

MARKETS AND INVESTING October 04, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. I decided to create my own acronym, MEMS. Why not? This melodrama, embellishment, madness and sensationalism of reporting economic news and market forecasting invents my “MEMS” acronym. Of course, this is pure ridiculousness but humor […]

MARKETS AND INVESTING October 01, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The legislative agenda is heating up with government funding expiring at midnight Thursday in order to avoid a “government shutdown.” US Treasury Secretary Janet Yellen also estimates that the […]

MARKETS AND INVESTING October 01, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Matter of when not if supply chain constraints resolve Ratio of deficit funding could be an upside catalyst Concerns about fuel inflation heading into coldest months A clean slate for the start of a new month? The […]