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Market & Portfolio Review: 1-20-21

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Never Short Humanity

Over the last year, we promised our clients and advisors that no matter what happened with the election, the sun would rise, life would continue and that America would remain the greatest country in the history of the world. Well it turns out that not only were we correct but that America is now poised to DOMINATE an exciting era of innovation and progress in the 2020’s. American companies are at the forefront of massive leaps in genomic editing, democratized finance and the digitization of everything, from workloads to social activities. In this era of great change, the greatest investment call we can make is to GO LONG AMERICA. Remember that those who short America, LOSE MONEY.

In this week’s market update, we will review where we are in the cyclical recovery after the harsh economic shutdowns of 2020. At the core of our analysis is a study of the inventory cycle, its impact on corporate earnings, and what it all means for stock prices. Second, we will study historical stock market and interest rate cycles over the past 100 years to assess the balance of evidence to help us understand whether we are in a long term, secular bull market, or on the verge of another lost decade, similar to the deflationary 2000-2010 time period. Lastly, we will wrap up the week with a credit market review and quick discussion of the performance of stocks vs. bonds. 

The information here is presented by licensed professionals and not specific to any individual’s personal circumstances. Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion of positions and/or recommendations may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. Forward-looking statements such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. LifePro Asset Management does not undertake any obligation to correct or update any forward-looking statements on the LPAM Site.

Robert Reaburn

Robert Reaburn

Robert Reaburn is the Executive Vice President and Head of Wealth Management at LifePro Asset Management. He works with financial advisors building diverse financial portfolios that best empower their clients with a lifetime of financial security.

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