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.
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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 24 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the July 2020 employment report, the run-up to the November 2020 general election, Fed inflation targeting, mega-cap tech stocks and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the 2Q 2020 earnings season, the ongoing complications from COVID and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: With 2Q 2020 results prompting analysts to raise estimates, are stocks still attractive?,
Mega-cap tech stocks have been leading the U.S. market higher and David Garrity, chief market strategist, Laidlaw Wealth Management, says they’re not over-priced, at least not yet. He says the accelerated growth that companies are enjoying make the sector a defensive portfolio holding. We also dig into the latest results from Microsoft, which Garrity says
Synopsis: “A Brighter Future”, Episode 21 In this episode I discuss with RICHARD CALHOUN, CEO of Laidlaw Wealth Management LLC, the strong start to 2Q 2020 earnings season, the chances for further COVID relief support by Congress and the Fed and other developments. The topics discussed in this episode are: While 2Q 2020 results looking
PODCAST: A Brighter Future with Laidlaw, Episode 20 – Raising The Curtain on 2Q 2020 Earnings Season
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the stock market set-up in advance of the 2Q 2020 earnings season and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Is Tech overvalued?, Will 2Q 2020 results mark the bottom of the cycle?,
Netflix has good momentum into 2019, says David Garrity from CNBC. The Unwinding Of Global Supply Chains In The Face Of Protectionism Has Significant Long-term Inflationary Implications Like other global sectors, the technology sector has over time built extended global supply chains whereby components and services are procured at the highest quality and lowest price made
Wall Street’s expectations for FAANG stocks too high, says tech analyst from CNBC. When Growth Slows & Profit Margins Narrow, Share Prices Plummet, Especially As The Fed Tightens With this morning’s 3Q18 U.S. GDP report of +3.5% growth locking the Fed into tightening interest rates further in 1Q19, high duration securities (i.e. high P/E, no-yield
Garrity: There’s still some clouds hanging over Facebook from CNBC. With Room To Raise 3Q18 Estimates, Look For Tech Sector To Continue To Provide Market Leadership As 2Q18 earnings season has kicked off, it is useful to quickly assess the attainability of current Street estimates in an effort to see whether analyst estimates will increase
