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    Juan Pablo

    Below you will find all posts by Juan Pablo.

  • April 2017 in Review

    April began with the highly-anticipated U.S. Employment situation report on Friday, April 7th. The all important Non-Farm Payroll headline came in far below expectations at 98,000 vs. 175,000. Winter storm Stella, a category 3 storm that affected the Northeastern United States during the survey weeks was squarely blamed for this disappointment. On the bright side, […]

  • Balanced Fund Manager’s Report Q1 2017

    With a traditional 60/40 split between Equity and Fixed income as a long-term target, The LOM Balanced Fund seeks to provide superior returns with lower risk relative to the benchmark portfolio. The Fund invests in a globally diversified portfolio of individual securities, Exchange-Traded Funds (ETF’s) and other third-party offshore funds, all managed on a “top […]

  • March 2017 in Review

    The month of March saw conflicting headline impact between U.S. fiscal and monetary policy as one of the main drivers of worldwide sentiment. The net effect was a reduction in risk sentiment expressed by the leveling out of the S&P500 Index below 2,400. On the monetary policy side, the March 15th benchmark interest rate increase […]

  • February 2017 in Review

    Examining markets over the past month, February saw a massive inflow of retail investor cash into U.S. equity funds. Harbinger of a market top or bullish vote of confidence? Only time will tell! In central bank and economic figures, the second month of 2017 began with word from the U.S. Federal Reserve by way of […]

  • January 2017 in Review

    January brought a welcome extension to late 2016’s U.S. Equity Bull Run. This was, in no small way, a result of boosted consumer and market sentiment brought on by the Republican sweep of the White House, Congress and the House of Representatives. On January 20th, history was made with the inauguration of Donald J. Trump […]

  • Review and Outlook for the New Year

    December was a record-breaking month for U.S. stock markets with the S&P 500, NASDAQ and Dow Jones Industrial Average hitting new all-time highs during the period. The so-called Trump rally was the result of post election euphoria and, in particular the prospect of lower personal and corporate income taxes.  This market advance has been led […]

  • November in Review

    November brought with it a remarkable series of market moving events ranging from the election of a new U.S. President to a landmark OPEC production cut. We began the period with a meeting of the Governors of the United States Federal Reserve. The meeting concluded in an expected no-change Federal Open Market Committee (FOMC) announcement […]

  • October in Review

    We welcomed the month of October with a Sunday Brexit announcement from UK Prime Minister, Theresa May. The statement revealed plans to trigger Article 50 by March 17th of next year, inadvertently laying groundwork for the GBP Flash crash that occurred on October 7th. Monday October 3rd saw the first official decision from Dr. Philip […]

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