Outlook 2015: In Transit

Looking ahead to 2015, I see a year that will be marked by transitions. Likely changes in monetary policy around the world, the return of volatility, and the recent shift in the political balance of Congress could mean 2015 is a year that will have the global economy, markets, and central banks all on the move. LPL Financial Research has …

2015. Ready or not, here we come!

I can’t believe that the year is almost over.  As I prep for 2015, it’s a good time to reflect on what has occurred over the past year.  The LPL Research department released their 2014 Outlook around Thanksgiving last year and one of the underlying themes was “Portfolios over Policy.”  Presented in the style of a farmer’s almanac, there were …

Shifting focus.

In my opinion, there isn’t much else to harp on regarding the recent actions in the markets.  As expected, things have bounced back a bit, the QE has officially ended, and the headlines have already shifted their focus past the Ebola outbreak, falling oil prices, and Eurozone woes and onto the holiday season for retail and the continued positive earnings …

What do George R.R. Martin and the S&P 500 have in common?

They don’t care about your feelings. Game of Thrones fans out there will understand this.  Those who are not part of the fandom are truly missing out.  I am still in mourning 18 months after the episode dubbed “The Red Wedding.”  It is literally the first time I have yelled at the TV during a show.  I was mostly mad …

Telecom, integrated oil, and healthcare, oh my!

What do they all have in common?  We like them. 75 years ago, the film adaptation to L. Frank Baum’s novel The Wonderful Wizard of Oz was released in Technicolor on the big screen.  Though not a big box office winner, it has imbedded itself in our culture and almost everyone knows the song Somewhere Over the Rainbow, that there’s …

Price vs. Value

“Price is what you pay; value is what you get.” Warren Buffet   I think we have all learned this lesson at some point in life. Whether it was clothing, a service, or a car, you found out the hard way that price and value are two separate things. And It was more than likely a hard lesson to learn. …

Investor’s Almanac Field Notes

At this year’s halfway point, we offer the LPL Financial Research Mid-Year Outlook 2014: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014. Similar to a farming almanac, our Investor’s Almanac is a publication containing a guide to patterns, tendencies, and seasonal observations important to growing. The goal of farming is not merely to grow …