In this week’s edition of the Market & Portfolio Review, our investment team will discuss the big shifts we are making in the portfolio to reflect the potential impact of the new commodity cycle, powered by Western investment in infrastructure.

In this week’s edition of the LPAM Review, we discuss that if the United States achieves herd immunity, the foundation could be in place for a prolonged economic boom, fueled by a massive economic reopening, a cheap and rising supply of money, and a booming jobs market.

In this week’s edition of the Market & Portfolio Review, our investment team will discuss that as COVID cases continue to fall across the U.S., investors are becoming more confident that the recovery has legs and will continue to mature upward over the course of 2021.

In this week’s edition of the Market & Portfolio Review, the message is that the big rotation into boom/bust cyclical stocks appears to be losing team while companies that are considered long-term growth leaders appear to be reasserting leadership.

In this week’s edition of the Market & Portfolio Review, our investment team will discuss how stock prices in the short term can be noisy, swinging up or down, and will explain how wealth is created and sustained in the long term.

In this week’s edition of the LPAM Review, our investment team will review our “all-clear market signal” that we tweeted out and what that means in practice for investors and clients.

In this week’s edition of the LPAM Review, our investment team will review the month of March and the factors that hurt our monthly performance.

In this week’s edition of the LPAM Review, our investment team will review the playbook we used for the COVID-19 selloff that ravaged investors during March of 2020 and how we can apply that to the current moment of weakness across growth-focused stocks, as well as stock market corrections in general.

In this week’s edition of the LPAM Review, our investment team will walk through how we navigate stock market recoveries.

In this week’s edition of the LPAM Review, our investment team will review the prime culprits of the stock market turmoil that investors have experienced over the last two weeks, how to separate the noise from substance, and prudent next steps we are considering as part of a long term growth strategy for clients.

In this week’s edition of the LPAM Review, our investment team will share our stock market correction playbook and the role that corrections play in maintaining the long-term health of the stock market.

In this week’s edition of the LPAM Review, our investment team will review the recent pullback in stock prices, assess the price and volatility data to gauge whether it’s a healthy reset or the beginning of something less benign.

In this week’s edition of the LPAM Review, we will focus on symptoms that are common across most bull and bear markets and how to use those symptoms to proactively position client portfolios.

In this week’s edition of the LPAM Review, we will review how the Reddit short cover panic impacted markets, how reliable our indicators were, and potential next steps for investors.

In this week’s edition of the LPAM Review, we will review the craziness of Reddit short cover rallies that swept the stock market, its impact on volatility, and what that means for the health of the stock market.

In this week’s edition of the LPAM Review, we will review where we are in the cyclical recovery after the harsh economic shutdowns of 2020.

In this week’s edition of the LPAM Review, we will review our liquidity indicators across the U.S. and China to measure the degree of monetary policy support for asset prices in 2021 and what it means for client portfolios.

In this week’s edition of the LPAM Review, we will review our key takeaway for the week, along with a thorough performance review of the past year.