Author: Lakeview

October 27, 2021 – The Consumer Can’t Be Stopped Inflation. Stagflation. Pandemic. Energy costs. Lack of Supply. Name your concern … [Read more…]

September 29, 2021 – Expectations If you have been reading our notes over the years you are aware one of … [Read more…]

August 25, 2021 – What is Expensive? The past few years and even the past decade, have seen most asset … [Read more…]

July 28, 2021 – Comparing Mega Caps to History It is no secret that large cap U.S. stocks have dominated … [Read more…]

June 16, 2021 – Market Internals Showing Some Signs of Weakness The S&P 500 continues to trade at or near … [Read more…]

This past week’s Barron’s cover story was all about inflation. It has been the most discussed topic in many recent … [Read more…]

April 21, 2021 – A Different Look At Tech Sector Now Versus 1999 A great deal has been said in … [Read more…]

March 17, 2021 – Money Has Been Rushing Into Value ETFs It seems like everything happens faster in the investment … [Read more…]

February 10, 2021 – Another Signal Of Market Strength Often investors fear strength. They believe the market has gone too … [Read more…]

January 20, 2021 – Liquidity There are many factors that effect financial markets in both the short and long-term. It … [Read more…]