Blog Archives

Market Update | October 2018

Markets are moving… finally! The move in the long end of the yield curve is significant by our measure. It signifies future growth and an end to the decade of cheap money or future inflation and a decade of high margins. Within stocks, we remain convinced that the rotation to value

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“Four Of The Most Important Questions To Ask Before Choosing A Financial Advisor” by Gregory Kushner

Published September 24, 2018 It is critical for any investor to fully understand the difference between a broker and an investment advisor; investors need to understand whether the advice is objective or, perhaps, driven by financial incentive. To better understand this concept, we can analogize the comparison of the “grocer

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Market Update | September 2018

Providing critical analysis on recent market trends from your investment team at Lido Advisors. Tax Stimulus has done its job, now what? We see year-over-year earnings comparisons becoming an issue in 2019 as compared to such strong 2018 earnings numbers for US earnings as European equities could start to make

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Market Update | August 2018

Providing critical analysis on recent market trends from your investment team at Lido Advisors. As economic momentum pushes ahead at a strong clip, it seems that not even a trade war can stand in the way of continued market strength. However, the momentum is now waning, and the underlying current is

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Market Update | June 2018

  Tax cuts are having an impact to U.S. earnings: As Europe and Japan have peaked in terms of GDP growth, the U.S. is now attracting capital at the margins as investors rebalance. Italy, North Korea and the Middle East could create support for U.S. Treasuries: We see ample support

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Market Update | May 2018

The trickle-down theory is boosting inflation. Core PCE inflation of 1.9% in March is just shy of the Fed’s 2% target and signals a clear normalization of interest rate policy. Tax cuts and US fiscal risks. The hope that tax cuts will create a “growth offset” to counterbalance the falling tax receipts

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Market Update | Spring 2018

Our Retrospective on Tumultuous March The global economic expansion is starting to peak. Economic surprises are decidedly disappointing in Europe, Japan and the U.K., while the U.S. is trending sideways. EM’s continue to remain strongly positive, as trade continues to power their expansion. Interestingly, the economy is powering down as economists

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State of the Economy | April 2018

Stock Market in Correction… And it’s About Time January started the year with a bang. World economies clearly were in growth mode, interest rates low and earnings marching ever higher. In walks February and March with dark clouds dominating the once rosy landscape. Trade wars and higher interest rates can have a negative

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Monthly Market Update: January 2018

Published 1.8.2018 Introduction 2018 will be a year that separates the wheat from the chaff: While the tax re-write is seen as a boon to corporations, it may well serve as a litmus test for corporate earnings quality versus indebtedness. While we see positive benefits flowing to companies with strong

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The Nifty Fifty: Growth Stocks and the Health of your Wealth

Published 12.21.2017 The early 1970’s was a fun and profitable period in American financial history.  Diana Ross and the Jackson 5 were playing on the radio, a house cost around $25,000, and the Nifty Fifty dominated investment talk even with inflation running at about 5%.  The Nifty Fifty were the

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