Financial Market Post Holiday Sales

Financial Market Post Holiday Sales

Financial Market Post Holiday Sales This year’s post-holiday shopping is rife with high-quality bargains. The current correction is a stock-pickers’ dream for gems from classic large caps to modern tech, and it’s time to get in the driver’s seat. Of course, we will...
Storm Clouds on the Horizon

Storm Clouds on the Horizon

Storm Clouds on the Horizon Sunset Beach, CA: observing freight ships waiting to dock and unload at Long Beach We began allocating equities on November 6, 2020: the day the U.S. election result became clear. And in March 2021, we described why we remained fully...

Shining the Light on Commodities

Shining the Light on Commodities Foreign exchange management, ethical investing, and LaIF themes overlay LaIF’s five, risk/return strategies.  LaIF themes are emerging trends that translate into actionable allocations; where we “shine the light”. Currently, we are...
Inflation is Like Kale

Inflation is Like Kale

Inflation is Like Kale Last month investors feared the Fed would raise rates to counter inflation. This month, the Fed told us they do not fear inflation because the latest figures reflect a temporary spike. So now, investors fear the Fed is wrong.  Everyone is right....
Jump In – But with a Strategy

Jump In – But with a Strategy

Jump In – But with a Strategy Currently many investors are holding large cash positions because they are spooked by the volatility in growth stocks, and geo-political instability.  Russia is amassing its military presence at the Ukrainian border, there is mounting...

We are fully invested

We are fully invested The news is very, very positive: LaIF’s Core/Satellite approach has proven to out-perform over the past five years. We built up top-rated bond positions when interest rates spiked four years ago and then enjoyed both price and yield developments...