In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether the rise of interest rates will slow the pace of economic recovery, whether inflation’s upturn is transitory or secular, whether the VIX index subsiding is a signal for a “risk on” market environment and how investors should consider Bitcoin and crypto-currency investment now versus the 2017 run-up.
Recent Posts
David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the Reddit Mob and Amazon. Hosted by Paul Sweeney and Vonnie Quinn.
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether The Federal Reserve can be thought to have abandoned the concept of moral hazard, the strength of the corporate earnings recovery as shown in the 4Q 2020 earnings season, the growth in ESG portfolios and how this may impact technology companies, and the significance of the current speculative bubble in heavily shorted assets.
Synopsis: “A Brighter Future” – Episode 38 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the factors supporting the current market advance and handicaps three major risk factors, the significance of improved market breadth following the November election and how U.S. market sectors and overseas markets have fared so far in 2021,
Episode Title: Episode 37 – What Risks Emerging As The Market Scales New Heights? Synopsis: “A Brighter Future” – Episode 37 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the growing likelihood of a stock market correction, the pillars supporting further stock market advances and whether they are intact, the volatile rise
David M. Garrity, CFA, President at BTblock and Chief Market Strategist at Laidlaw Wealth Management offers investment insights for 2021 and highlights the cybersecurity challenges posed by current password and identity management protocols in light of the massive Solar #cybersecurity #dataprotection Winds breach and subsequent hack of its 18,000 enterprise clients in the public and private sectors for its Orion
PODCAST: A Brighter Future with Laidlaw, Episode 36 – What Will 2021 Bring? Read The “Laidlaw Five.”
Synopsis: “A Brighter Future” – Episode 36 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the import of the last FOMC meeting, expectations around interest rate volatility in 2021, the pending further fiscal stimulus deal, the significance of M2, its velocity and consumers’ “animal spirits,” and the release of the 2021 “Laidlaw
Synopsis: “A Brighter Future” – Episode 35 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses whether investors have become complacent given the challenges facing the economy, factors supporting a possible “Santa Claus” rally in December, the exuberance of the IPO market, the attractiveness of China for U.S. investor diversification, and the outlook
Synopsis: “A Brighter Future” – Episode 34 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the risks posed by crowded trades, whether valuation multiples have reached unreasonable levels, whether developments in the energy market, how the fixed income markets might perform with rising inflation expectations, and how investors may consider looking overseas
To view the replay, click here. Question 1: Significance of DJIA 30,000 As the Dow Jones Industrial Average is not a performance benchmark for institutional investors of anywhere near the magnitude of the S&P 500 index, the effect of its recent rise through the 30,000 level is more psychological than anything else. That said, animal
David Garrity, chief market strategist at Laidlaw & Co. (U.K.) and founder of BTBlock, discusses the outlook for bitcoin, which pulled back after approaching $20,000 on Tuesday amid skepticism over the cryptocurrency’s intense rally. The token hit a previous peak of $19,511 in December 2017 amid widespread elation, only to lose 70% over the course of the
Synopsis: “A Brighter Future” – Episode 33 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the importance of DJIA 30,000, whether further fiscal stimulus is required for another market move higher, the factors behind gold selling off from August 2020 highs, how market internals favor the Russell 2000 for 2021 performance, and
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the start of a new market cycle, the marriage of technical and fundamental analysis in examining market leaders, the “FAANMG,” the “Growth Scare” reflecting the lack of further fiscal stimulus to contain the damage to the economy from COVId, how investors should approach investing in international markets, how tightening high-yield bond spreads provide confirmation to the rally in the Russell 2000 and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the early take on the incoming Biden Administration and positive COVID vaccine news, the takeaway from the November Jobs Report, the “Growth Scare” limiting market acceptance of strong Q3 2020 earnings, how will gridlock in Congress shape the Biden Administration’s impact on different sectors and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
1) Current Thoughts On The Market: Virus to Win, Stimulus to Place, Economic Data to Show Previously we have discussed “The Four Horsemen of The Recovery” which we see as Stimulus, Economic Data, The Fed, and Vaccine. Before discussing each, it may be helpful to quickly check on stock market performance so far in 2020:
Synopsis: “A Brighter Future”, Episode 30 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses what sectors might benefit under possible outcome scenarios from the November 2020 election, whether the Treasury yield curve’s 2-10 year spread reaching 2020 highs represents a threat to the stock market recovery, the question of whether PayPal’s cryptocurrency
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the factors supporting the stock market both ahead of the November 2020 election and into 2021, the early takeaways from the Q3 2020 corporate earnings season, whether the Growth vs. Value investment style distinction has been disrupted, the question of whether investors should reduce stock market exposure going into the election and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the import for the stock market and the upcoming election of the September 2020 Unemployment Report, the importance of the upcoming 3Q 2020 results reporting season, the question of whether investors should consider diversifying into non-U.S. equities and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses forces supporting the stock market and the economy for the balance of 2020, the passing of Supreme Court Justice Ruth Bader Ginsburg, the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on his current market strategy and outlook for tech stocks. Hosted by Paul Sweeney and Vonnie Quinn.
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses shifts in investment frameworks, the Fed, the Apple share split and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the 2020 Q3 outlook, the 2020 election season, Tech sector market leadership, the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
