Never miss an update! Subscribe to LifePro Asset Management’s YouTube Channel!

Market & Portfolio Review: 8-12-22

Share on facebook
Share on linkedin
Share on twitter
Share on email

Has Disinflation Arrived?

In this week’s stock market update, we will discuss the implications of the most recent inflation report and what it means for your money. Specifically, we are going to break down what we believe is the path of least resistance for the stock market by looking at investment positioning and what has historically worked once peak inflation was confirmed. Lastly, we wrap things up with a quick discussion of how we are playing the tight inventory situation across the new auto market.


Key Takeaways

  1. Inflation appears to have peaked in June -> we still want to see shelter and food costs rollover
  2. We see Wall Street positioned very defensively, which suggests a potential melt-up from those caught offside during the recovery 
  3. New auto inventories remain lean, which should be good for new auto manufacturers

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 SEC 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“expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or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.

Add Your Heading Text Here