If your investment thesis involved rate cuts in 2026, the Two-Year Treasury Note now disagrees with you, #Inflation worries abound changing the character of rate expectations. #Staytuned
#investmentadvice #financialadvisor #interestrates #LRGWealthAdvisors
Even if one excludes food and energy, import prices are rising at an accelerated pace not seen since the pandemic and post-pandemic period! Is #inflation dead? #investmentadvice #financialnewsyoucanuse #financial advisor #LRGWealthAdvisors
Midterm election years bring volatility—but what happens next matters more.
This video breaks down the data.
Read the full Occasional Daily Thoughts on our blog for deeper context.
#LRGWealthAdvisors #investmentadvice #financialmarkets
Given the deleterious economic [consumer spending] effects of higher energy and food prices, will the Trump Administration rush to reinstate #tariffs? Source: Strategas Research Partners 2026.03.24
#financialadvisor #LRGWealthAdvisors
Iran's attack on regional energy infrastructure may have lasting effects. It could support a sustained bid in crude oil natural gas and related commodities. Unlike the Russia Ukraine shock where prices spiked then fell this move may prove more durable #Staytuned #investmentadvice #LRGWealthAdvisors
10-Year U.S. Treasury Note #yields have pierced 4.30%! Our best guess on where yields may go[?]: ~4.7%. A Golden Cross in yields looms [a Death Cross for bond prices]. #Stay tuned.
Source: Bloomberg Financial LLP 2026.03.23
#LRGWealthAdvisors @investmentadvice #financialadvisor
March Madness? Try Tuition Madness. Some schools top $350K for 4 years. Do you have a plan? Let’s build a smarter path with 529 strategies and disciplined investing. Contact us to start. #MarchMadness #529Plan #CollegeSavings #FinancialPlanning #LRGWealthAdvisors
March Madness? Try Tuition Madness. Some schools top $350,000 for 4 years. Do you have a plan? Let’s build a smarter path with 529 strategies and disciplined investing. Contact #LRGWealthAdvisors to begin.
#MarchMadness #529Plan #CollegeSavings #FinancialPlanning #MarchMadnessBracket
We define a downtrend as a succession of lower highs & lower lows. This pattern of the S&P 500 chart fits the definition. We will watch for the end of this pattern to feel better about the #stockmarket. #Staytuned
Source: Strategas 26.3.16
#investmentadvice #financialadvisor #LRGWealthAdvisors
Oil shocks can hurt growth but duration matters Widening credit spreads and weakness in Consumer Discretionary versus Staples suggest markets are paying attention Strategas Recession Checklist shows 2 of 8 signals triggered #Staytuned Source Strategas 3 16 26 #LRGWealthAdvisors #recession
An uptrend in the Equal-Weight Consumer Discretionary/Equal-Weight Consumer Staples pair has coincided with strong #stockmarket performance. When in a downtrend, the pair has mixed results. Oil isn't helping either. #Staytuned
Source: Strategas 2026.03.16
#invetmentadvice #LRGWealthAdvisors
Deglobalization keeps inflation pressure upward. When inflation expectations rise, both stocks & bonds face higher discount rates. Earnings weaken & bond coupons lose value. In this environment, the traditional safety trade may fail making portfolio construction critical #LRGWealthAdvisors
The death cross of the relative performance of the Consumer Discretionary Index to the Consumer Staples Index [equal-weighted] may indicate animal spirits of the consumer and the risk-taking appetite of #stockmarket participants have deteriorated.
Source: Strategas 26.03.16 #LRGWealthAdvisors
Investment grade credit spreads reached 92 basis points on March 13th, the highest level of 2026 and the widest since April 2025. Mortgage-backed security spreads have also been widening. Credit markets may be signaling economic weakness ahead #Staytuned #LRGWealthAdvisors #recession
Corrections end with palpable fear. The Put/Call Ratio, an ol' skool fear meter, hasn't shown the type of stress that indicates a meaningful bottom yet. Be patient.
Source: Strategas 26.3.13
#investmentadvice #financialadvisor
#LRGWealthAdvisors
The thesis that higher tax refunds, the World Cup, & the celebration the US' 250th birthday would boost economic growth in 2026 has run head long into higher gas prices. Higher gas prices affect US politics & policy as higher energy costs cause most recessions. #Staytuned
#LRGWealthAdvisors
Last year we outlined a 2 step tariff plan Temporary Section 122 tariffs first then a permanent Section 301 framework if the Supreme Court struck down IEEPA tariffs. The administration has enacted a 10% global tariff & launched the Section 301 process Source Strategas 3 12 26 #LRGWealthAdvisors
📊Markets don't reward hope—they reward discipline, probability, and risk management.
Check out the latest video explaining why successful investors trade with odds, not their hopes.
#LaRueGibson #LRGWealthAdvisors # PortfolioManagement #RiskManagement #Investing
Confident market forecasters are everywhere. Economist John Kenneth Galbraith once noted there are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know. For investors, preparation matters more than prediction.
#LRGWealthAdvisors #LaRueGibson #markets #investing
U.S. productivity rose at a +2.8% q/q annual rate in in the 4th qtr . Over the past 3 qtrs, productivity growth has averaged a strong +4.1%! I[Source: Strategas 26.3.5] Has #ArtificialIntelligence started to have real operating and, thus, economic benefits? #Staytuned.
#LRGWealthAdvisors #AI
We watch the trailing 3-month low line and upward sloping 200-day moving average to identify 1st major support levels. Until the #stockmarket breaches these levels, we will consider any weakness as a correction. #Staytuned [Source: Strategas 26.03.03]
#LRGWealthAdvisors #investmentadvice
This week’s video takes you through the latest movements across key market indicators and highlights the shifts we’re keeping an eye on. 📊🔍
#LRGWealthAdvisors #LaRueGibson #financialadvisor #investmentstrategy
Our latest video walks through the shifts we’re seeing across this week’s indicators and how they may shape upcoming trends. Tap in for the insights. 📊🔍
#lrgwealthadvisors #laruegibson #financialadvisor #investmentstrategy
#Midtermelection years often bring market volatility with above average dips. But what comes next is key.
History shows a strong recovery typically follows the sell-off. Will you survive the malaise & enjoy the rebound?
See the data and learn how to prepare on the #LRGWealthAdvisors blog.
Continuing the theme that the One Big Beautiful Bill sought to stimulate the economy in 2026, tax refunds are up 22% year/year in the 1stweek! [Source: Strategas 2026.02.11] Which industry groups will benefit?
#LRGWealthAdvisors #consumerdiscretionarystocks #investmentadvice #financialadvisor
Historically Presidents lift growth in midterm election years yet markets & elections results often disappoint The new OBBB law unleashes ~ $1 trillion in stimulus Will it offset tariffs weak approval & a tough generic ballot #Stay tuned Source Strategas 2 11 26
#LRGWealthAdvisors #investmentadvice
Our new video explains the trend signals highlighted in this week’s charts—what’s rising, what’s weakening, and why it matters. Tap to watch the breakdown. 📈✨
#lrgwealthadvisors #laruegibson #financialadvisor #investmentstrategy
We believe the Equal-Weight Consumer Discretionary/Consumer Staples pair is the most accurate economist on Wall St This pair has shown deterioration lately We should see improvement soon if the market’s perception of #economicgrowth remains intact #Staytuned
#lrgwealthadvisors #investmentadvice
Sentiment is hot! [Source: Strategas Research Partners 2026.01.30]
To us, it argues for a dollop of caution. Your mileage may vary.
#LRGWealthAdvisors #stockmarket #risk
#financialadvisor
Consensus expects broader leadership in 2026 We remain open to a tech rebound given earnings strength and AI spending The Magnificent 7 outperformed the equal weighted S&P 500 by over 400 bps last week Early but leadership at the top may reassert Source Strategas 1 27 26 #LRGWealthAdvisors