Doug Lagerstrom
Value Propositions | Are Things Beginning to Rotate?
Rotation is a term used in our industry to describe the flow of investor capital as it moves from one investment style, or asset class,...
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Doug Lagerstrom
- Mar 1, 2021
- 2 min
Market Outlook | Winter 2021
The stock market typically anticipates economic activity six months out. In other words, if you want an idea for where the economy is...
Doug Lagerstrom
- Jun 30, 2020
- 2 min
Market Outlook | Summer 2020
Jobs, Jobs, Jobs: The biggest concern for economists about the fallout from the Covid-19 virus and subsequent closing of our economy has...
Doug Lagerstrom
- Jan 31, 2020
- 3 min
Market Outlook | Winter 2020
Listening to our federal reserve chairman at his hearing before the house on February 11, 2020, you would feel great about our economy....
Doug Lagerstrom
- Jun 30, 2019
- 4 min
Market Outlook | Summer 2019
The overall US economy continues to be strong even as the global economy trudges through economic malaise. US unemployment is lower than...
Allen Minassian
- Mar 31, 2018
- 2 min
A Mountain of Debt | School Loans and the Inevitable Avalanche
As many of you may know, I will have both of my kids in college this coming Fall semester. As I went through and pondered the ever-rising...
Doug Lagerstrom
- Mar 31, 2018
- 3 min
Market Outlook | Spring 2018
What will happen when interest rates finally go back up? Will our economy be strong enough to survive? Will the stock market crash? Will...
Doug Lagerstrom
- Jan 31, 2018
- 2 min
Market Outlook | Winter 2018
Is it good news for the economy now, bad news for the stock market? It certainly looked that way in early February when a better than...
Doug Lagerstrom
- Mar 31, 2017
- 2 min
Market Outlook | Spring 2017
The U.S. economy has mostly met the central bank’s goals of full employment and stable prices, and may get further support if President...
Doug Lagerstrom
- Mar 31, 2017
- 2 min
Political Picture | Spring 2017
In the wake of a failed attempt to repeal and replace the Affordable Care Act Republicans are faced with the daunting task of income tax...
Doug Lagerstrom
- Jan 31, 2017
- 3 min
Market Outlook | Winter 2017
Both the election and the federal funds interest rate increase at the end of last year will likely impact the economy going forward....
Doug Lagerstrom
- Jun 30, 2016
- 2 min
Market Outlook | Summer 2016
What will our economy look like in the wake of Brexit and the Presidential election season? Well, the economy doesn’t look particularly...
Doug Lagerstrom
- Jun 30, 2016
- 2 min
Brexit | Market Uncertainty Ahead
Whoa! That election result certainly came out of the blue. If you ever needed proof that markets hate uncertainty, consider that the S&P...
Doug Lagerstrom
- Mar 31, 2016
- 2 min
Market Outlook | Spring 2016
There’s a new weapon proposed to fight the war on drugs, the war on terrorism, and the war on illegal activity in general. Former...
Doug Lagerstrom
- Mar 31, 2016
- 1 min
Bargain Hunting | The Market Might Be Ready for You
Since the end of the financial crisis central bankers have been pumping cash into the system hoping to jump start their economies. QE1,...
Doug Lagerstrom
- Jan 31, 2016
- 2 min
Market Outlook | Winter 2016
2015 was dominated by declining oil, a rising dollar and an ongoing discussion of will she, won’t she, should she? She did. I’m speaking...
Doug Lagerstrom
- Jan 31, 2016
- 2 min
Political Picture | Winter 2016
For the purposes of this article we will focus just on the economic policies of the candidates likely to get the nomination and the...
Allen Minassian
- Jan 31, 2016
- 2 min
Expectation Gap | A Better New Normal
The idea behind asset allocation is simple: When one investment category struggles, it’s OK because that is offset by another category...
Doug Lagerstrom
- Sep 30, 2015
- 2 min
Market Outlook | Fall 2015
Will they or won’t they? When will they? How much will they? 25bps? 10bps? Maybe 15bps? How about the language after the meeting? For...
Doug Lagerstrom
- Mar 31, 2015
- 2 min
Market Outlook | Spring 2015
The Federal Reserve Bank stopped buying US Government bonds in October of last year. Ironically as we have completed our QE program,...