The Great Stock Market Civil War
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. As we traverse this challenging environment, our focus is on using data to position the portfolio in economically sensitive stocks that will benefit from a strengthening economic recovery.
Key Takeaways
- Inflation appears somewhat sticky as wages move upward
- Interest rates are oversold and are poised to rise
- Economically sensitive stocks outperform when GDP and interest rates move upward
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“expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or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.
