NASDAQ Up, China Down…Time to Raise Rates?

by | Oct 28, 2015 | LambInvestments

While there maybe 497 S&P companies that have exposure to China’s 6.9% GDP growth, there are 3 that certainly do not. Google (Alphabet), Amazon and Microsoft all reported fantastic earnings on Thursday. Those three companies alone gained $100Bn in market cap from...

A TOAST TO (IR)RATIONAL

by | Oct 21, 2015 | LambInvestments

The last 3 week rally could make October the strongest month for US equities of the year, so let’s forget the economic facts for a moment and pause to toast market irrationality. Life would be easy for economists if people and markets were rational. Economists study...

It is now up to Earnings!

by | Oct 14, 2015 | LambInvestments

With the third quarter behind us it is not time for…DUN, dun, DUN…Q3 earnings reports! As we preach markets are just reflections of basic economics, and to over simplify that we just need to look at basic supply and demand to understand markets. In the short and near...

You Don’t Need a Time Machine to Have a Strong Q4

by | Oct 7, 2015 | LambInvestments

Well it is 2015, and according to “Back to the Future II,” the Cubs are going to win the World Series. Holy Cow! What do you know the Cubs made the play offs! The Cubs still have a very long way to go, and you can’t bank on crystals balls and movies for predicting the...