Blog Posts
Insights and Observations April 2022 Chartbook: The Big Question
Is inflation here to stay or just transitory? The answer will determine the direction of the stock markets, the bond markets, and the economy. The last several years have been traumatic. First was the COVID-19 pandemic. Our government ballooned the Federal Deficit...
Insights and Observations March 2022 Chartbook: Interest Rates and Stock Selection
Since the Mortgage/Banking crisis in 2008, interest rates had been kept extraordinarily low. We were also fortunate to have low inflation for over a decade. However, now, in combating the massive economic dislocation of the COVID-19/lockdown, our government responded...
Ukraine – What’s Next?
The invasion of Ukraine is a crime against humanity, and a serious escalation in tensions between Russia, Europe, and the United States. It is causing immense suffering. Let's hope and pray that diplomacy can end this crisis for all our sakes. So, what are some...
Insights and Observations February 2022 Chartbook: A Pause
This month I am going to pause my usual presentation given the ongoing tragedy in Ukraine, the toll it may take on humanity, and the uncertainty that may lie in our immediate future. I believe that America will continue to prosper and over the long run the stock...
Insights and Observations January 2022 Chartbook: A Month of Change
2021 again was a year of mega-cap tech stocks showing some of the best return. Slowly, then suddenly in January, things changed. Big Tech started to crack. Value stocks started to wake up after a few years of underperformance and Energy stocks, after being mostly...
Insights and Observations December 2021 Chartbook: Does It Continue?
2021 was another year much like the last few. Mega Cap Growth stocks dominated with strong earnings amplified by their stock prices increasing faster than would be justified. In other words, the stock prices of Mega Cap Growth stocks continue to outperform their...
Insights and Observations October 2021 Chartbook: Diversifying in a Changing World
Insights and Observations June of 2020 began the summer of trauma from the COVID-19 pandemic and economic lockdown. During the following Fall and Winter, the resulting lock down hardened. Optimism was difficult. Then the cloud started to lift, modern medicine again...
Insights and Observations September 2021 Chartbook: They Do Not Match
Insights and Observations We continue to share a collection of charts with you that we hope you find relevant in understanding the current investment climate. This year marks an impressive economic recovery from last year's COVID-19 pandemic and the resulting...
Insights and Observations August 2021 Chartbook: The Pandemic and the Economy
We continue to share a collection of charts that we hope you find relevant in understanding the current investment climate. This month's Chartbook explores the extreme measures our government took to stabilize the economy through the COVID-19 pandemic lockdown....
Insights and Observations July 2021 Chartbook: Is It Different Now?
We continue sharing a collection of charts with you that we find particularly interesting. These charts identify investment and economic trends in the markets. The character of our economy has been changing for several decades. The 2008 financial crisis resulted in...
74 Batterson Park Road, Suite 303, Farmington, CT 06032 | Telephone: 800-525-9295
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Ohanesian / Lecours are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, ME, MD, MA, MI, MO, MT, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TN, VT, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ohanesian / Lecours makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.