Category Archives: Articles and Publications

PODCAST: A Brighter Future Episode #14 – A Rising Tide of Liquidity

Hello and welcome to another episode of “A Brighter Future” Laidlaw & Co’s Podcast Series. I’m Rick Calhoun CEO of Laidlaw Wealth Management and I am fortunate again to be joined by David Garrity, Chief Market Strategist for Laidlaw & Co. Good morning, David, I trust you had a nice holiday weekend even though the

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Stockmarket To Not Re-test 3/23/20 Low As Fed “Put” In Place, Global WFH Shift Boosts Cybersecurity’s Importance.

Hello and Welcome to another episode of “A Brighter Future” Laidlaw & Co’s Podcast Series. I’m Rick Calhoun CEO of Laidlaw Wealth Management and I am fortunate again to be joined by David Garrity, Chief Market Strategist for Laidlaw & Co. Good Morning David. I hope you had nice weekend and were able to get

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PODCAST: A Brighter Future with David Garrity & Rick Calhoun – Episode 10

To listen in Spotify, click here. Transcript: Hello and welcome to another episode of “A Brighter Future” Laidlaw & Co’s Podcast Series. I’m Rick Calhoun CEO of Laidlaw Wealth Management and I am fortunate again to be joined by David Garrity, Chief Market Strategist for Laidlaw & Co. Good Morning, David. Thank you again for

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Podcast: A BRIGHTER FUTURE, with Laidlaw, Episode #9 with David Garrity

Laidlaw “A Brighter Future” Podcast 1. Putting together this week’s episode, I was reminded of the famous opening paragraph from Charles Dickens’ novel, “A Tale of Two Cities,” – “It was the best of times, it was the worst of times” and I think our listeners would agree. On the “best of times” front, we

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Podcast: A BRIGHTER FUTURE, with Laidlaw – Episode #8 Laidlaw Five with David Garrity

“Laidlaw Five” Podcast – Monday 4/13/20 . Click here to listen to replay. 1. We had a holiday shortened week that produced a +12% move up in the S&P 500, +13% for the Dow and +11% for the NASDAQ. So, is that an “All Clear” for investors or is this one those “Rip Your Face

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A BRIGHTER FUTURE, with Laidlaw – Episode #7 Laidlaw Five with David Garrity

To listen to podcast, click here. “Laidlaw Five” Podcast – Monday 4/6/20 – SCRIPT. 1. QUESTION: After last week’s developments (e.g. March 2020 Employment Report, Oil Price Spike, COVID-19 Coronavirus (“COVID19”) spread), what are the near-term factors driving the markets? ANSWER: Right now, there are estimates that the U.S. economy is operating at 75% of

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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 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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David Garrity on Bloomberg: Trade War Stifling Capital Commitment Into Real Economy

  To listen to replay, please click here. Trade War Truce Would Be Best Near-term Option For Capital Markets With a recent survey indicating 74% institutional investors view the equity market as having peaked at the end of June 2019 and only 6% seeing the equity market as being in an expansion phase, one must ask the

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David Garrity on Bloomberg: Regulation Threatens Facebook’s ’Zero’ Cost of Data

We call Amazon, Facebook and Alphabet/Google “non-Tech Tech” because all three are clearly Technology companies but none are actually in the S&P Technology sector. The first is in the Consumer Discretionary bucket and the latter 2 appear as the top weightings in Communication Services. Whatever you want to call these mega-cap disruptors, they have an

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