In this week’s edition of the LPAM Review, we are going to study the current stock market recovery and compare the price action, investor sentiment, and overall rhetoric with that of the 2009 stock market lows.

In this week’s edition of the LPAM Review, we will take a look at what falling stock correlations means for investors and the types of strategies clients should consider to take advantage of this trend.

In this week’s edition of the LPAM Review, we will discuss the path stocks take when they are in a long term uptrend and why patience is often rewarded for those invested in companies that are on a path of going from good to great.

In this week’s edition of the LPAM Review, we focus on liquidity, interest rates, and investor sentiment; the three horsemen of the stock market.

In this week’s edition of the LPAM Review, we will review the Monday selloff, what it means and why it’s a healthy event for long term investors.

In this week’s edition of the LPAM Review, we will review the current macro-economic landscape and the factors that historically drive the asset price direction.

In this week’s edition of the LPAM Review, we will recap performance in Q2 for the LPAM Tactical Opportunity strategy and the factors that drove the results.

In this week’s edition of the LPAM Review, we are going to review our performance through June 22nd, along with a quick summary of the most recent high-frequency economic data to gain insight into the health and sustainability of the nascent economic recovery taking place in the U.S.

In this week’s edition of the LPAM Review, we are going to review recent COVID-19 data after concerns over a second wave began to emerge last week, and what that could mean for the stock market and overall asset allocation.

In this week’s edition of the LPAM Review, we will take a close look at investor positioning and sentiment data to assess whether the recent rally in stocks has led to euphoric behavior or continued resistance and apathy.

In this week’s edition of the LPAM Review, we will take a close look at the ongoing jobless claims data and what some of the trends both in the initial and continuing claims are hinting at about the state of the U.S. economy as we emerge from the COVID-19 shutdown.

In this week’s edition of the LPAM Review, we will review recent 1-2 day rotation away from high quality, secular growth stocks toward highly cyclical businesses that have low margins, high levels of debt and are highly exposed to negative economic shocks.

In this week’s edition of the LPAM Review, we will review recent performance results of our flagship, Tactical Opportunity strategy, and more specifically, address how companies are expected to perform in an uncertain economic environment that could be stronger or weaker than expected.

In this week’s edition of the LPAM Review, we will review recent performance results of our flagship, Tactical Opportunity strategy, what’s driving those results and how we are positioning the portfolio going forward.

In this week’s edition of the LPAM Review, we will review recent performance results of our flagship, Tactical Opportunity strategy, what’s driving those results, and how we are positioning the portfolio going forward.

In this week’s edition of the LPAM Review, we will focus on market sentiment after a month of rising stock prices and more importantly, the actions of investors in the form of investor flows.