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LBW Commentary Q4 2018

LBW Commentary Q4 2018

How LBW Sees It 2018 may be a year to remember. Each quarter we wrote about some new topic; be it the Federal Reserve (“the Fed”) and its policy agenda or the Trump administration and their attempt to renegotiate global trade pacts. Headlines driven by the uncertainty...
Recession Recon

Recession Recon

The markets must’ve been on the naughty list this year as the “Santa Claus Rally”[1] experienced the inverse of its historical past. For example, in December 2018, the S&P 500 TR (“S&P”) declined -9.03%[2] and the Dow Jones Industrial Average TR (“Dow”) was...