From the category archives:

LPL Financial Research

Rose’s “Coffee Cup” Read: The Transition to Sustainable Growth

March 4, 2010

This month I’m featuring an important research White Paper written by Burt White, LPL Financial’s Chief Investment Officer. I call it a “Coffee Cup” read, because you’ll want to settle in with a cup of joe and contemplate his foresight. Below are excerpts, and I recommend downloading the full PDF report for your [...]

Read the full article →

LPL Financial Weekly Market Commentary for March 1, 2010

March 2, 2010

Jeffrey Kleintop, CFA
Chief Market Strategist
LPL Financial

Groundhog Day came late in February for the stock market. Last Thursday’s
worsening weekly unemployment claims data spooked stock market
investors worried about job growth as February winter storms negatively
impacted the data. 
In that labor report, the stock market saw its shadow
and it appears that investors are in for six more weeks of [...]

Read the full article →

LPL Financial Weekly Economic Commentary for February 22, 2010

February 24, 2010

“Watch Your Step”

John Canally, CFA
Economist
LPL Financial

Monetary policy took center stage last week, as the Federal Reserve (Fed) took another step toward normalizing monetary policy by raising the discount rate.

Aside from another disappointing reading on jobless claims, the week’s economic data on the housing and manufacturing sectors came in [...]

Read the full article →

LPL Financial Weekly Market Commentary for February 22, 2010

February 24, 2010

“Volatility Ahead”
 
 
Jeffrey Kleintop, CFA
Chief Market Strategist
LPL Financial
 

The volatility and classic 5-10% pullback we have seen so far this year is perfectly normal and very likely to be a recurring pattern throughout 2010 as the economy transitions from recovery to sustainable growth.
A key contributor to the volatility that accompanied the transition to sustainable growth in 1994 [...]

Read the full article →

LPL Financial Weekly Market Commentary for February 16, 2010

Thumbnail image for LPL Financial Weekly Market Commentary for February 16, 2010 February 19, 2010

By Jeffrey Kleintop, CFA
Chief market Strategist
LPL Financial

Events and data in recent weeks have prompted market participants to view the tailwinds that caused the markets to go sailing higher for much of 2009 as beginning to fade. They now view them as having become more balanced with the rising headwinds associated with increasing global frictions.
We [...]

Read the full article →

Weekly Economic Update for February 1, 2010

February 1, 2010

Quote of the week.
Reputation is what other people know about you. Honor is what you know about yourself.”
– Lois McMaster Bujold
4Q GDP: 5.7%: That is the preliminary reading from the Commerce Department, and that is the best reading since 3Q 2003. Economists
pointed out that much of the increase reflected companies rebuilding their inventories rather than [...]

Read the full article →

The Decade in Review | A Look at Stocks, Commodities, and Memories (Good and Bad)

January 25, 2010

A look at stocks, commodities and memories (good and bad)
Provided by Los Angeles Financial Planner, Rose Greene, CFP®

A turbulent ten years. The 2000s gave us remarkable opportunity and remarkable volatility. They tested our patience, and many investment strategies. They taught us to hold on, hang in there and diversify.
Stocks. Was it really a “lost decade”? [...]

Read the full article →

LPL Financial Current Conditions Index for December 30, 2009

Thumbnail image for LPL Financial Current Conditions Index for December 30, 2009 January 8, 2010

Over the past week, the LPL Financial Current Conditions Index rose by 0.2 to 1.6, making a new high for the year. The index reflects current conditions aligned with the high end of our base case outlook and low end of our bull case outlook, established at the end of last year. Consistent with this [...]

Read the full article →

“Buyers and Sellers” LPL Financial Research Weekly Market Commentary by Jeffrey Kleintop, Chief Market Strategist

January 7, 2010
Thumbnail image for “Buyers and Sellers” LPL Financial Research Weekly Market Commentary by Jeffrey Kleintop, Chief Market Strategist

Overall, the buying and selling in the stock market has been balanced over the past month as the S&P 500 has remained in a range of 1090-1125. While there are many factors influencing our outlook for 2010, including the pace of economic and profit growth and the changes in global monetary and fiscal policy, we [...]

Read the full article →

Weekly Economic Update for the Week of January 4, 2010

January 4, 2010

Quote of the week. “Cheers to a new year and another chance for us to get it right.”– Oprah Winfrey
Consumers think positive. The latest index of consumer attitudes from the Conference Board came in at 52.9 last week, surpassing the 52.5 forecast in a Reuters poll of analysts and the 50.6 mark recorded in [...]

Read the full article →

← Previous Entries