Lear Investment Management

With the US Presidential election completed, inherent change is on the horizon for the markets. The goal for us at Lear Investment Management now is to understand how much of the policy “bark” will lead to an investment “bite”. In the final edition of Stock the Vote for this election cycle, Rick Lear summarizes the recent election results, why there was such a disparity between the polls and the actual results, how we are positioning our portfolio to protect and grow our clients wealth, and how the “World in Transition” will be impacted by the new regime within the US government. Read the latest edition here?- https://lnkd.in/gwQdRNJ8

The economy continues to surprise to the upside but… In the latest Monthly Strategy Update, our Director of Research, Jim Warner, provides insights into the ongoing US elections, how the economy continues to show resilience in the face of growing concerns, and our thoughts and positioning going into the year end. Listen to his presentation here - https://lnkd.in/ebiqFdag

The Fed Put is back! In his latest Monthly Strategy Update, Jim Warner details the Fed’s most recent interest rate cut and the market ramifications of the historically unusual move. He also covers how our portfolio position has changed to reflect the rate cut and newly considered AI and non-AI securities. Listen to his presentation here - https://lnkd.in/g6iKAFtd

Thankfully, the alarm that sounded in early August was a false one. Our Director of Research, Jim Warner, hopes to offer more reassurance in his latest Market Update. In it, he takes a closer look at that strange one-day dip, breaks down the Fed’s recent announcement, and details how our portfolio has changed to reflect these new developments. Hear about all this and more by clicking the link below. https://lnkd.in/gwikbNVH

This last week in the stock market has been a whirlwind, to say the least. In the latest Market Update, our Director of Research, Jim Warner, reflects on how the economy got to this point, discusses the current standing of the capital markets, and looks ahead to where this all might lead as more and more questions begin to arise. Watch his presentation here - https://lnkd.in/gE9ujMac LIM is a Registered Investment Advisor based in Dallas, Texas and registered with the Securities and Exchange Commission. Registration does not imply a certain level of skills or training. This content is for informational purposes only and should not be considered investment advice.

In the latest Song of the Week, Founder/CIO Rick Lear compares the angsty 90’s anthem “Smells Like Teen Spirit” to the rise of rebellious single-stock investing. Using this comparison, he takes a closer look at the potential downsides that may come with single-stock concentration, dives into the history of the latest single-stock darling, and addresses a pressing question: what should investors do with Nvidia and when? Read the latest version here - https://lnkd.in/gmb_zCyM

The dog days of Summer are officially here. Join us as we reflect on the first half of 2024 and look ahead to the second half. In our new Half-Time Report, Founder/CIO Rick Lear looks at Nvidia's pace-setting stock performance, how other tech companies could follow suit, and how investors might take advantage of the rapid push for AI. The team also covers how the current inflation rate may impact investors in the second half of 2024, and why they should watch closely for the Fed’s response to the slowing economy. Read about all this and more here: https://lnkd.in/gyD4giYn

While the overall market has recently turned bullish after a normal pullback in April, there are still some areas to keep an eye on as we head into the summer months. In this month’s Strategy Update, Jim Warner takes a closer look at the state of consumers, revisits the trend that keeps us up at night, and details two new investing trends. Watch his presentation here - https://lnkd.in/gGG3SkZy

Well, the overall market's five-month winning streak has come to an end. Could this be a sign of things to come? In this month's Strategy Update, Jim Warner covers what snapped the winning streak, two big takeaways from the Fed’s recent announcement, the trend that keeps us up at night, the latest inflation rates, and so much more. Watch his presentation here - https://lnkd.in/gqW_9CgB

With enough primary votes for parties to select their candidates, the stage is now set for a Trump and Biden rematch in November. In this month’s edition of Stock the Vote, Rick Lear examines two pressing issues the?future?president will face once he takes office (and the two that investors should watch closely): foreign policy as it relates to the wars in Ukraine and Gaza, and the increasing federal deficit facing expiring tax cuts at year’s end. Read the latest edition here - https://lnkd.in/g_ASA7sn