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Global Portfolio Strategy | June 2, 2022

Global Portfolio Strategy | June 2, 2022

by lpladvisorsadmin | Jun 5, 2022 | Global Portfolio Strategy, Research

Key changes from May report: § Upgraded view of energy to positive from neutral Downgraded view of communications services from neutral to negative Stocks staged a furious late-month rally to break even in May, but the S&P 500 Index ended the month down more than...
Client Letter | Bull Market Hangs By a Thread | June 1, 2022

Client Letter | Bull Market Hangs By a Thread | June 1, 2022

by lpladvisorsadmin | Jun 5, 2022 | Client Letter, Research

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on May 19, the S&P 500...
Looking Through the Clouds | Weekly Market Commentary | May 31, 2022

Looking Through the Clouds | Weekly Market Commentary | May 31, 2022

by lpladvisorsadmin | Jun 1, 2022 | Research, Weekly Market Commentary

At the risk of sounding cliché, making the case for stocks to stage a second half rally back to the prior highs requires investors to see through some heavy cloud cover. If you prefer another market cliché, it’s times like these when investors need a crystal ball. We...
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  • Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025
  • Tariff Turmoil: Where Do We Go From Here? | Weekly Market Commentary | April 7, 2025

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