Blog Archives

Podcast – A BRIGHTER FUTURE, with Laidlaw: Episode #6 – Laidlaw Five with David Garrity

To listen to the podcast, click here. 1) David it seemed like last week lasted a year instead of 5 business days, but this time last Monday when we spoke I don’t think either of us could have predicted what would unfold. That day, S&P broke thru the 2200 level and the markets had their

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Laidlaw Five with David Garrity: A Brighter Future Podcast

A BRIGHTER FUTURE, with Laidlaw, in this episode Richard Calhoun, CEO of Wealth Management at Laidlaw, discusses the recent market volatility with David Garrity, Chief Market Strategist at Laidlaw. The topics covered are 1) With the market below 20,000 where might it stabilize, 2) How does this market compare with the 2008 melt down, 3)

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David Garrity on Bloomberg: New ’Stay-At-Home’ Paradigm Favors Big Tech in COVID-19 Sell-off

To listen to the replay, click here. 1) Current Thoughts On The Market with S&P500 Down -24% Versus Wed 2/19 High: In the spirit of the Chinese curse, “may you live in interesting times,” we are certainly in the thick of it at the moment as efforts to contain the COVID-19 coronavirus to China have

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Podcast: Grappling With COVID-19 Market Environment

(Listen to the Podcast) 1) Current Thoughts On The Market with S&P500 Down -19% Versus Wed 2/19 High: COVID-19 Could Lead To -3.1% Decline in 2020 Global GDP. In the spirit of the Chinese curse, “may you live in interesting times,” we are certainly in the thick of it at the moment as efforts to contain the COVID-19

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David Garrity on Bloomberg: Facebook Will Get Share Boost From Campaign Spending

David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Big Media tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney. To listen to replay, please click here. AAPL Results Show Return To iPhone Growth With iPhone11, Coming 5G Model Bolsters Outlook Out after last night’s close were solid results from

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Tech Going Into Regulatory Woodshed In 2020: Garrity on Bloomberg

Laidlaw & Company (UK), Ltd. 2020 Outlook – Five Forecasts With 2019 drawing to a close, the Laidlaw Investment Policy Committee is inaugurating the “Laidlaw Five” 2020 forecasts which offer investors thoughts on five particular areas to take into account when considering how best to navigate the capital markets in the year ahead and which

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David Garrity on Bloomberg TV: Growing Scrutiny Over Big Tech

To watch replay click here. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out

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David Garrity on CNBC: Amazon remains in a strong position for important holiday season

Watch the replay here. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until

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David Garrity on Bloomberg: Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors

Listen to Replay. Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until after

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David Garrity on TDAmeritrade Network: “The relationship between value creation and technology adoption is becoming increasingly critical as technology innovation cycles are accelerating.”

The relationship between value creation and technology adoption is becoming increasingly critical as technology innovation cycles are accelerating. For institutional equity investors this is best captured by how “value” stocks have been substantially underperforming “growth” stocks, a phenomenon historically associated with technology innovation booms and how a concentrated number of enterprises have captured the benefits

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