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My Gut Feeling For Today, May 17, 2022: Celebrating 20 Years
It’s hard to believe that 20 years ago I launched, with the help of family and friends my registered investment advisory business, LakeView Asset Management. At the time, our oldest of five children, with my beautiful wife Layni,...
Read MoreMy Gut Feeling For Today, May 10, 2022: It’s a Bear Market ... For Bonds
I have been in this business an exceptionally long time, all but the early years of my post-college professional career when I worked at Price Waterhouse. Every time we have a major sell-off as we are now engaged in, there is a moment...
Read MoreMy Gut Feeling For Today, April 28, 2022: What’s Really Going On
The current market is more representative of the Invasion of Kuwait. Growth investors do not want to panic and should look forward to new highs in the future.
Read MoreMy Gut Feeling For Today, April 19, 2022: I’m Back
It has been several months since I was able to publish My Gut Feeling, but now I’m back. There are a few reasons as to why I was on the sidelines, as it relates to writing - but not managing money, for which I have been as active...
Read MoreMy Gut Feeling For Today, July 27, 2021: Don’t Buy Fake
It’s a Fake World I can remember walking down the streets in Manhattan with street vendors selling fake Burberry scarfs, fake Rolex watches and fake sports team apparel. They had a catch phrase for those products ...
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My Gut Feeling For Today, July 1, 2021: LakeView’s Next Chapter
Normally “My Gut Feeling” is where I espouse my thoughts on the markets and economy with clients, family, client hopefuls and the media. Today however, LakeView Asset Management has some important announcements that I will...
Read MoreMy Gut Feeling For Today, May 13, 2021: That 70’s Show
One of my biggest fears heading into 2021, as I wrote in My Gut Feeling For 2021 was economic stagflation. Furthermore, I was fearful of surging energy prices from 1) cancellation of the Keystone XL pipeline project and 2) an...
Read MoreMy Gut Feeling For Today, April 29, 2021: My Birthday Present to You
Sixty years ago today, my grandfather, father, uncle, and first cousin were watching the Yankee game in the family home on Miller Ave. in Brooklyn. Yogi Berra hit a home run as Ralph Terry bettered Jim Perry and the Cleveland Indians...
Read MoreMy Gut Feeling For Today, April 19, 2021: The Circus is Back in Town
I know that it has been about a month since I last published “My Gut Feeling” and plenty has taken place in the financial markets over that course of time. Behind the scenes at LakeView Asset Management, plenty is also...
Read MoreMy Gut Feeling For Today, March 17, 2021: FOMC Gives Green Light
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My Gut Feeling For Today, February 11, 2021: Short Selling, Gamestop and Robinhood – Part 2
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My Gut Feeling For Today, January 31, 2021: Short Selling, Gamestop and Robinhood – Part 1
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