LWM Blog

The Stubborn Soft Landing

April 05, 2024 01:34 PM By alex.locker - Comment(s)
The Stubborn Soft Landing
Are we actually on track for a "soft landing"?

Ending with a Bang!

January 11, 2024 07:11 PM By alex.locker - Comment(s)
Ending with a Bang!

Markets in 4Q23 ended with basically an entire year's worth of returns in a decent year.  Large cap stocks were up over 26%, small caps were up almost 17%, and international developed markets were up nearly 19%.  Both fixed income and cash equivalents (as measured by the 90 day US T-Bill) ...

Recession or Soft Landing?

August 23, 2023 11:27 AM By alex.locker - Comment(s)
Recession or Soft Landing?
Consumer spending and low unemployment have helped counter actions by the Federal Reserve.

All Things A.I.

July 04, 2023 04:07 PM By alex.locker - Comment(s)
All Things A.I.

The first half of 2023 was one with strong market performance, as the S&P 500 returned 16.89%.  However, deeper analysis paints a picture that isn't quite as rosy.  The S&P 500 is a market-capitalization weighted index.  When you look at the equal-weighted index, the return is...

Fundamentals vs. the Fed

January 17, 2023 04:00 PM By alex.locker - Comment(s)
Fundamentals vs. the Fed
Earnings may be a sign of where markets are heading.
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