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
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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?,
Having trouble viewing video? Click here. BNN: Is the dip in the FAANGs is likely going to be short-lived? GVA Research: With economic growth prospects remaining subdued and broader inflation statistics relatively quiescent, investors are likely to remain interested in stocks where exposure to growth can be obtained at a reasonable price. In this regard,
You can listen to the full interview here. Tech – 1Q16 Earnings Season Proving Disappointing With March 2016 quarterly reports coming out (Tues 4/26 AAPL; Wed 4/27 FB, PYPL; Thurs 4/28 AMZN, LNKD), there is the potential for a tech stock bounce as expectations tend to be trimmed heading into actual reports. Note, however, that
Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector among those advancing. The question
