Market Alert
Audio commentary on the latest market activity and possible implications for investors.
Takeaways & Key Expectations
Monthly article on market observations for the intermediate and long-term.
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Market Alert
Takeaways & Key Expectations
| Market Alert • May 16, 2023 • 6:40 Min | |
Market Alert with Andrew Slimmon
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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| Takeaways & Key Expectations • Apr 13, 2023 | |
Equity Market Commentary - April 2023
Andrew Slimmon
In his April TAKE, Senior Portfolio Manager Andrew Slimmon articulates the frustrations of both bulls and bears with regard to today’s equity markets and how Applied Equity Advisors’ portfolios are positioned to capture potential opportunities.
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| Takeaways & Key Expectations • Mar 06, 2023 | |
Equity Market Commentary - March 2023
Andrew Slimmon
In his March TAKE, Senior Portfolio Manager Andrew Slimmon provides 7 reasons behind the equity rally, plus Applied Equity Advisors’ portfolio positioning to try to capture the opportunities.
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| Takeaways & Key Expectations • Feb 22, 2023 | |
Equity Market Commentary - February 2023
Andrew Slimmon
In his second February TAKE, Senior Portfolio Manager Andrew Slimmon offers up where he sees potential Fat Pitches the equity markets are offering, along with how his portfolios are positioned to try to capture the opportunities.
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| Takeaways & Key Expectations • Feb 17, 2023 | |
Equity Market Commentary - February 2022
Andrew Slimmon
In his February TAKE, Senior Portfolio Manager Andrew Slimmon marks to market his early January four glaring signals that equity investors were way too bearish. Find out where he thinks we are today.
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| Takeaways & Key Expectations • Jan 06, 2023 | |
Equity Market Commentary - January 2023
Andrew Slimmon
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.
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| Takeaways & Key Expectations • Nov 30, 2022 | |
Equity Market Commentary - November 2022
Andrew Slimmon
In his Novermber TAKE, Senior Portfolio Manager Andrew Slimmon looks ahead to 2023.
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| Market Alert • Nov 14, 2022 • 4:55 Min | |
Market Alert with Andrew Slimmon
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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| Takeaways & Key Expectations • Oct 10, 2022 | |
Equity Market Commentary - October 2022
Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his October TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.
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| Market Alert • Sep 07, 2022 • 4:22 Min | |
Market Alert with Andrew Slimmon
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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| Takeaways & Key Expectations • Aug 24, 2022 | |
Equity Market Commentary - August 2022
Andrew Slimmon
The epic battle between bulls and bears has raged throughout 2022. In his August TAKE, senior portfolio manager Andrew Slimmon makes the case that Mr. Market may be showing signs of optimism while Wall Street strategists remain overwhelmingly pessimistic.
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| Market Alert • Jul 29, 2022 • 2:38 Min | |
Market Alert with Andrew Slimmon
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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| Market Alert • Jun 21, 2022 • 6:41 Min | |
Market Alert with Andrew Slimmon
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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| Takeaways & Key Expectations • Jun 08, 2022 | |
Equity Market Commentary - June 2022
Andrew Slimmon
Senior portfolio manager Andrew Slimmon posits there is a greater than 50% chance that the S&P 500 has already hit the low for 2022 and the economy will prove to be more resilient than the bears predict. In his June TAKE, Andrew offers compelling reasons for this call, as well as some arguments against.
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| Market Alert • May 25, 2022 • 5:24 Min | |
Market Alert with Andrew Slimmon
Andrew Slimmon
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
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| Takeaways & Key Expectations • May 03, 2022 | |
Equity Market Commentary - May 2022
Andrew Slimmon
In his May TAKE, senior portfolio manager Andrew Slimmon explains why his thesis on 2022 remains consistent since his initial January outlook webcast. 2022 will be a battleground year between positive and negative influences. He expects the negatives to overwhelm in the first part of the year allowing an attractive entry point to capture more of the positives later in the year.
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Head of Applied Equity Advisors Team
Applied Equity Advisors Team
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