In this week’s edition of the LPAM Review, we will assess the impact of rising fear over the spread that the COVID-19 Delta variant has had on economically sensitive stocks and how investors with a long-term mindset can turn the tables against fear.

In this week’s edition of the LPAM Review, we will focus on how investors can avoid trying to beat the Wall Street computers at short-term market timing and staying focused on a game that clients can win, which is investing over the long term.

In this week’s edition of the LPAM Review, we will address the ongoing uncertainty in capital markets and the factors driving the economic growth scare over the past month.

In this week’s edition of the LPAM Review, we will address the ongoing uncertainty in capital markets and the factors driving the economic growth scare over the past month.

In this week’s stock market update, we’re going to review our performance year-to-date and how we’re navigating the intensifying stock market civil war that has been taking place between the deflationists and those that see inflation as the emerging trend.

In this week’s stock market review, we are going to review the state of U.S. economic health, and what it may portend for the stock market in the back half of 2021. Following our breakdown of the U.S. economy, we will illustrate how the structural shifts in economic growth are influencing portfolio design.

In this week’s edition of the LPAM Review, we will take a step back and review performance through the first half of the year. More specifically, we want to walk through the reasons why the strategy has underperformed in the first half of 2021 and why we remain incredibly optimistic moving forward.

In this week’s edition of the LPAM Review, we will discuss what it means for investments when the Federal Reserve lets the economy run hot and what are the specific areas of the stock market that outperform and underperform when nominal growth runs above trend.

In this week’s stock market review, we review our asset allocation playbook on how to manage assets in a bearish U.S. dollar environment, characterized by rising long-term interest rates, reflation, and accelerating economic growth.

In this week’s edition of the LPAM Review, we will discuss the breakdown in technology stocks and how investors can use the U.S. dollar and 10-year treasury rates as important tools to identify other sectors of the market that may benefit from a broad reallocation of dollars away from technology.

In this week’s edition of the LPAM Review, we will review why it’s important to have a strategy that can respond to major leadership changes in the stock market, which tend to occur every decade or so and is a primary factor that drives portfolio performance vs. the broader market.

In this week’s edition of the Market & Portfolio Review, we will review how we have rotated the portfolio into companies that make up the nuts and bolts of the western economy and away from technology, which may be topping out after a period of dominance over the past 10 years.

In this week’s edition of the Market & Portfolio Review, our investment team will discuss the big shifts we are making in the portfolio to reflect the potential impact of the new commodity cycle, powered by Western investment in infrastructure.

In this week’s edition of the LPAM Review, we discuss that if the United States achieves herd immunity, the foundation could be in place for a prolonged economic boom, fueled by a massive economic reopening, a cheap and rising supply of money, and a booming jobs market.

In this week’s edition of the Market & Portfolio Review, our investment team will discuss that as COVID cases continue to fall across the U.S., investors are becoming more confident that the recovery has legs and will continue to mature upward over the course of 2021.

In this week’s edition of the Market & Portfolio Review, the message is that the big rotation into boom/bust cyclical stocks appears to be losing team while companies that are considered long-term growth leaders appear to be reasserting leadership.

In this week’s edition of the Market & Portfolio Review, our investment team will discuss how stock prices in the short term can be noisy, swinging up or down, and will explain how wealth is created and sustained in the long term.

In this week’s edition of the LPAM Review, our investment team will review our “all-clear market signal” that we tweeted out and what that means in practice for investors and clients.