Blog Archives

Mid Month Market Update: September 2017

Published 9.13.2017 The Equifax Data Breach: Options you Should Consider Now to Protect Yourself News reports indicate that credit monitoring company Equifax was hacked recently. Reports vary as to how many people were affected and how much data was stolen. However, it seems to be clear that a significant number

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Monthly Market Update: September 2017

Published 9.7.2017 Introduction Equity markets have diverged into those that have peaked and those that can keep on going: The US and UK are showing signs of peaking while Europe, Japan and EM equity show signs of continuing at a fundamental level with continue room for multiple expansion. The search

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Monthly Market Update: August 2017

Published 8.30.2017 The Fall and The Markets- Steps to Take As we move into fall, there are several areas in the market that warrant both a pause and further consideration. Regardless of political affiliation, the challenges facing the President of the United States are serious, terrorism is rearing its ugly

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Monthly Market Update: July 2017

Published 8.10.2017 Introduction The fundamental recovery in earnings has made the rally bulletproof against Washington drama for now: Sales and earnings continue to recover globally, but none more strongly than in the US where the data has been very robust. Macro data, however, is starting move sideways, cycles are maturing

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New Whitepaper Available: Dealing with Fear and Loss

A Financial Perspective “Dealing with Fear and Loss” Written By: Jeff Garden, CFA | Senior Research Analyst & Portfolio Manager Jeff Garden educates us on a recent current event, volatility. Mr. Garden puts us on the straight and narrow by simply stating what’s fact and fiction that mainstream media was

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Q3 September 2015 Newsletter

Market Review: Return to Volatility September marked the end of the most volatile quarter since 2011, with global equity markets seesawing over global growth woes and central bank decisions.  This may have been the reason why the Fed decided to hold off  on another rate hike.  In this newsletter, we

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August 2015 Newsletter

Market Review: A Butterfly Flapped its Wings in China August was hectic, with most of the world’s stock markets going into correction territory due to the weakness in China and other Emerging Markets.  On the bright side, it appears the U.S. was the only country that was accelerating in the

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New White Paper Available: On Diversification

A Financial Perspective “On Diversification” Written By: Jeff Garden, CFA | Senior Research Analyst & Portfolio Manager Jeff Garden lends his professional insight on diversifying one’s portfolio. Diversification is one of the pillars to investing and Mr. Garden is on the mark when discussing the concept of diversity, especially when

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Q2 June 2015 Newsletter

Market Review: Uncertainty The second quarter of 2015 was an interesting one, to say the least.  Year-to-date through the end of the quarter the S&P was basically flat and the DJIA slightly in negative territory. We at Lido, spend our time researching where the market might be going vs. where

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Q1 March 2015 Newsletter

Going Forward: The Beginning of the End What a difference a quarter makes. The market is like a puzzle where the pieces are ever‐changing—once you have a complete investment portfolio together… it is almost certain that the market and world economy trigger a need for change. At Lido, we are

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