Gerald Levitz
Market Outlook Reports

Market Outlook Reports

Gerald D. Levitz, CFA®

CFA® | CIO
President of Investment Management & Research
Chief Investment Officer

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Alexandria Capital’s Chief Investment Officer.

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Market Outlook April 2017
Market Outlook January 2017
Market Outlook October 2016
Market Outlook July 2016
Market Outlook April 2016
Market Outlook January 2016
Market Outlook October 2015

Market Outlook January 2017Market Outlook October 2016Outlook January - Cover

  • The Bull Market Should Survive Trump’s Healthcare Failure April, 2017 S&P 500: 2363 OUTLOOK MEMORANDUM The Bull Market Should Survive Trump’s Healthcare Failure Investors have bid up the S&P 500 by 10% since the election partly in anticipation that President Trump’s agenda of tax cuts, deregulation, infrastructure spending, and reforming healthcare will result in a healthier, higher growth, and more profitable economy for U.S. companies. The Republicans’ ...
  • Why There Has Been A Trump Stock Market Rally January, 2017 S&P 500: 2239 OUTLOOK MEMORANDUM Why There Has Been A Trump Stock Market Rally Donald Trump was not most people’s first choice for President, and it has been surprising that the stock market has rallied strongly on his victory. The markets feel, however, that despite his many shortcomings, his proposals address things that need to be changed ...
  • A Compelling Case For The Fed To Defer Rate Hikes — Good For Stocks October, 2016 S&P 500: 2168 OUTLOOK MEMORANDUM A Compelling Case For The Fed To Defer Rate Hikes – Good For Stocks The Fed seems intent on raising its benchmark Fed Funds rate based on our economy’s having approached its non-inflationary potential, the unemployment rate having dropped to an historically low 4.9% level, and upturns in both wage and core ...
  • Stocks Are Likely To Remain The Best Asset For Building Wealth July, 2016 S&P 500: 2099 OUTLOOK MEMORANDUM Stocks Are Likely To Remain The Best Asset For Building Wealth Investors traditionally have been taught that stocks are a preferred asset for building wealth because their annual returns have averaged 10% per year over the past 90 years. In fact, annual stock returns also consistently have averaged about 10% over shorter ...
  • Exploring The Problem Of Income Inequality April, 2016 S&P 500: 2060 OUTLOOK MEMORANDUM Exploring The Problem Of Income Inequality A rising death rate among middle-aged, high school educated, non-Hispanic Whites is a symptom of the stress and frustration being expressed by that demographic during the current political campaign. The average nominal incomes of the Middle Class and the top income groups all have continued to ...
  • As We Enter 2016 Investors Seem To Be Assuming The Worst While the consensus may be right to fear a possible deflationary spiral, we think other more positive outcomes are at least as likely.
  • Stock Market Corrections Are Never Fun The stock market is in the midst of a normal bull market correction similar to those that always have occurred around the time the Federal Reserve has begun to raise interest rates.
  • This Greek Drama Will Have A Short Run The investment markets have become more complex as the start of Fed interest rate hikes approaches, as the dollar continues to rise, and as oil prices keep falling.
  • A More Complex, But Still Favorable Investment Environment The investment markets have become more complex as the start of Fed interest rate hikes approaches, as the dollar continues to rise, and as oil prices keep falling.