Journals
IS ALL THE GOOD NEWS PRICED IN?
Last week we discussed whether stock prices might be reflecting peak optimism. In that commentary we noted that while…
Q2 EARNINGS: MUDDLING THROUGH
Second quarter earnings season gets rolling this week. Consensus estimates are calling for a modest year-over-year de…
TAKING STOCK AT THE HALFWAY MARK
Even after such a strong first half of this year, we think stocks may have more left in the tank. The S&P 500 Ind…
FIVE FORECASTERS: FEW WARNING SIGNS
Our favorite leading indicators are signaling that futher economic growth and stock market gain may lie ahead. With t…
EARNINGS SEASON TAKEAWAYS
Earnings season delivered as expected. With 92% of results for S&P 500 Index companies in the books, first quarte…
STOCKS REACH RECORD HIGHS
Stocks reached new highs last week. The S&P 500 Index completed a V-shaped recovery last week to register its fir…
Outlook 2019: How to focus on what really matters in the Market
AFTER NEARLY 10 YEARS of witnessing the U.S. economy and stock market recover—and thrive—investors are starting to wo…
Midyear Outlook 2018: The Plot Thickens
When we as investors began 2018, we were tuned in to the recent fiscal policy changes that were expected to propel ec…
LPL Outlook 2018
OVER THE PAST EIGHT YEARS, extraordinarily accommodative monetary policy has served as the primary catalyst for spurr…
