

Tax Bomb Coming
The decade that just ended saw a period of uninterrupted economic growth. In the decade to come, we’ll pay for squandering it.

Spun Up
From Strategypage.com: JAN 5, 2021An MV-22 Osprey with Marine Medium Tiltrotor Squadron (VMM) 165 (Reinforced), 11th Marine Expeditionary Unit, stages during a night during a Tactical Recovery of Aircraft and Personnel (TRAP) exercise at Marine Corps Base Camp...

+ 3% YTD as of 1/14/21 | Our Managed Accounts LPAM Tactical Opportunity Strategy Returns
Market & Portfolio Review
In this week’s market update, we will review our liquidity indicators across the U.S. and China to measure the degree of monetary policy support for asset prices in 2021 and what it means for client portfolios.

QQQ
No pullback to the arrows yet.

Akamai: Breakout Brewing?
Akamai Technologies is moving well today. Shares are up over 3.5% putting it in the top five of the SP 500 gainers list.

Stock Market Fuel
Money supply growth is through the roof.

NVDA
Remains range bound.

CMG
Might see new closing highs today. It remains a position in our LPAM Tactical Opportunity Strategy.