Investment Strategy

MARKETS AND INVESTING February 25, 2022   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Putin wants to cement his legacy and Russia’s influence Russia & Ukraine both have essential exports Prior geopolitical events reveal an equity market pattern With headlines, political rhetoric, and the financial markets bracing for an “imminent” attack […]

MARKETS AND INVESTING February 25, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: The Russia/Ukraine situation escalating to full-scale invasion undoubtedly adds uncertainty to a market already struggling from the headwinds of high inflation and the coming transition toward tighter monetary policy- […]

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. […]