LWM Blog

Cutting Through the Noise

July 22, 2020 02:06 PM By alex.locker - Comment(s)

I originally wrote this in 2013, but came across it recently and realized how true it is, especially now.  Enjoy.


Chicago is a great city, especially during the summer.  It has a certain pace, a certain irresistible energy & charm.  After moving to a high-rise building downtown man...

The Godfather Market

May 11, 2020 04:29 PM By alex.locker - Comment(s)
The Godfather Market

In my last post, the market had just pulled back about 10% within a few days.  Since then, the market not only declined about 34% from its late February peak, it also recovered just over 30% from the bottom.  This market reminds me of two very famous lines from "The Godfa...

Coronavirus and Market Thoughts

February 27, 2020 05:12 PM By alex.locker - Comment(s)


A few thoughts on the market volatility the last few days...

The coronavirus will have an impact for an undetermined amount of time, especially until the source is found and largely due to the lack of a defined treatment/vaccine. That uncertainty and amplification from the news cycle make this curren...

2019 Finishes With a Bang

January 10, 2020 05:50 PM By alex.locker - Comment(s)
2019 Finishes With a Bang

Stocks trounce bonds with double-digit gains


MAIN POINTS

Stock markets around the world rallied strongly in 2019. Returns likely to be more normal in 2020.


Bonds rallied for the first three quarters due to global and trade uncertainty, but dropped in Q4.


Election uncertianty and high optimism and risks ...

Will this be a Jolly Holiday Season?

December 12, 2019 10:53 AM By alex.locker - Comment(s)
Will this be a Jolly Holiday Season?

Back-to-school sales suggest holiday sales growth is at risk.

MAIN POINTS


Retail stocks typically underperform in December.


Tariffs and projected weak holiday sales growth are additional risks for Retailing.


While internet sales continue to take share from department stores, even companies like Amazon a...

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