In this week’s edition of the LPAM Review, we will recap performance in Q2 for the LPAM Tactical Opportunity strategy and the factors that drove the results.

In this week’s edition of the LPAM Review, we are going to review our performance through June 22nd, along with a quick summary of the most recent high-frequency economic data to gain insight into the health and sustainability of the nascent economic recovery taking place in the U.S.

In this week’s edition of the LPAM Review, we are going to review recent COVID-19 data after concerns over a second wave began to emerge last week, and what that could mean for the stock market and overall asset allocation.

In this week’s edition of the LPAM Review, we will take a close look at investor positioning and sentiment data to assess whether the recent rally in stocks has led to euphoric behavior or continued resistance and apathy.

In this week’s edition of the LPAM Review, we will take a close look at the ongoing jobless claims data and what some of the trends both in the initial and continuing claims are hinting at about the state of the U.S. economy as we emerge from the COVID-19 shutdown.

In this week’s edition of the LPAM Review, we will review recent 1-2 day rotation away from high quality, secular growth stocks toward highly cyclical businesses that have low margins, high levels of debt and are highly exposed to negative economic shocks.

In this week’s edition of the LPAM Review, we will review recent performance results of our flagship, Tactical Opportunity strategy, and more specifically, address how companies are expected to perform in an uncertain economic environment that could be stronger or weaker than expected.

In this week’s edition of the LPAM Review, we will review recent performance results of our flagship, Tactical Opportunity strategy, what’s driving those results and how we are positioning the portfolio going forward.

In this week’s edition of the LPAM Review, we will review recent performance results of our flagship, Tactical Opportunity strategy, what’s driving those results, and how we are positioning the portfolio going forward.

In this week’s edition of the LPAM Review, we will focus on market sentiment after a month of rising stock prices and more importantly, the actions of investors in the form of investor flows.

In this week’s edition of the LPAM Review, we going to review how we got back to positive 2020 returns and what the path forward looks like for client portfolios. Today’s report will involve a general discussion and overview of both the bear and bull thesis’ are for stock prices going forward, what side of the fence we are leaning on and why we are positioning that way.

In this week’s edition of the LPAM Review, we will provide an update on performance, along with a discussion on how investors can use stock market pullbacks to increase your potential long-term growth rate through a combination of time budgeting, discipline, and emotionless opportunism.

In this week’s edition of the LPAM Review, we provide an update on where markets stand two months after the onset of the COVID-19 outbreak, how much bad news is potentially priced into asset prices, and how we are positioning client portfolios over the next 12-24 months as long term rate of return assumptions are adjusted for various asset classes such as equities, bonds, and real estate.

In this week’s edition of the LPAM Review, we provide an update on the stimulus package that was recently passed by Congress as well as taking a look at the current level of demand for safety, along with investor sentiment and what it all means for client portfolios.

In this week’s edition of the LPAM Review, we will provide a guide on navigating market panics and how clients can use these moments of fear to target above average long term returns while securing the money they need over the short term to help them sleep well in all sorts of market environments.

In this week’s edition of the LPAM Review, we go over our investor playbook that will take a step by step approach on prudent ways to navigate market uncertainty and to use periods of peak panic to our long-term investment advantage.

In this week’s edition of the LPAM Review, we will walk through the uncertainty created by the market selloff over the past two weeks and how we are navigating the current market environment to position clients for future success.

In this week’s edition of the LPAM Review, we will tackle the recent market selloff, the factors responsible and most importantly, how we are positioning client portfolios to take advantage of the selloff over the long term.

In this week’s edition of the LPAM Review, we review the state of market health in light of slowing Chinese growth but still robust labor and consumer spending figures here in the U.S.

In this week’s edition of the LPAM Review, we review the progression of the Coronavirus, its evolving impact on the market, and how a disciplined investment process remains our weapon of choice to successfully navigating times of short-term uncertainty.

In this week’s edition of the LPAM Review, we review how LPAM is approaching the recent Coronavirus scare and how moments like these are what set apart successful investors that have a disciplined asset allocation process vs. those that trade based on headlines.

In this week’s edition of the LPAM Review, we review how we tackle the benefits and risks associated with an interconnected world that spreads wealth and knowledge to the masses, but can also spread viruses and fear that can distract investors from the facts that impact the long-term trajectory of the stock market.