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Relief at the Pump and for Portfolios? | Weekly Market Commentary | June 27, 2022

Relief at the Pump and for Portfolios? | Weekly Market Commentary | June 27, 2022

by lpladvisorsadmin | Jun 28, 2022 | Research, Weekly Market Commentary

Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. Amid the cacophony of voices, we think the economy is slowing just like central bankers want but not shrinking. Further, we argue that a slowing economy is very different...
Bear Market Question and Answer | Weekly Market Commentary | June 21, 2022

Bear Market Question and Answer | Weekly Market Commentary | June 21, 2022

by lpladvisorsadmin | Jun 25, 2022 | Research, Weekly Market Commentary

The bear market that started on June 13 has left the S&P 500 Index 23.5% below its January 3 high. After the initial positive reaction to the Federal Reserve’s first 0.75% rate hike since 1994 and tough talk on inflation, heightened fears of recession and that the...
Client Letter | A Bear Market is Officially Here | June 14, 2022

Client Letter | A Bear Market is Officially Here | June 14, 2022

by lpladvisorsadmin | Jun 23, 2022 | Client Letter, Research

Dear Valued Investor, A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record high until...
Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022

Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022

by lpladvisorsadmin | Jun 15, 2022 | Research, Weekly Market Commentary

This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. Below we discuss the outlook for diversified portfolios of stocks and bonds to make the case that...
Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022

Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022

by lpladvisorsadmin | Jun 8, 2022 | Research, Weekly Market Commentary

Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. Amid the cacophony of voices, we think the economy is slowing just like central bankers want but not shrinking. Further, we argue that a slowing economy is very different...
« Older Entries
  • Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
  • The Growing List -and Politicization- of BRICS and Friends | Weekly Market Commentary | September 11, 2023
  • What is Normal? | Weekly Market Commentary | September 5, 2023
  • Lessons Learned From The Grand Tetons | Weekly Market Commentary | August 28, 2023
  • Pullback Perspective | Weekly Market Commentary | August 21, 2023

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