As we enter the final stretch of 2025, markets have taken investors on a ride. After sharp volatility in April following tariff announcements, stocks rebounded and delivered seven straight months of gains. November finished only slightly positive, recovering from an early 6% pullback. Now, as we move through December, a month that historically favors the […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2025-12-11 11:23:442025-12-11 11:23:45On the Street Monthly – What has Driven 2025s Gains?
After six straight months of gains from May through October, the market has shifted its attention to third quarter earnings. With 91 percent of S&P 500 companies reporting, the results have been strong. A large majority have exceeded expectations for both earnings and revenue, and overall earnings growth is running at 13.1 percent compared with […]
Many have drawn parallels between the internet boom of the late 1990s and the recent surge in artificial intelligence. To explore that comparison, we charted the Nasdaq Composite, with the blue line representing 1995–2000 and the orange line showing performance from 2023 to the present. (Source: DataTrek) While investors often recall the dot-com bubble’s collapse […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2025-10-08 11:32:332025-10-08 11:32:34On the Street Monthly – Dot.com vs AI Boom
The Federal Reserve meets next week, and the futures market is signaling a 91.8% chance of a rate cut. The remaining 8.2% even suggests the possibility of two cuts — meaning the market is fully expecting at least a quarter-point (25bps) reduction. Typically, rate cuts are associated with a struggling economy or falling markets. But […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2025-09-10 11:26:572025-09-10 11:26:58On the Street Monthly – Market Implications if the Fed Cuts
The S&P 500 has surged more than 30% since its April lows, reaching new all-time highs. While investor confidence remains cautious rather than euphoric—which is a positive sign—August has historically been a tough month for the market, particularly in post-election years. Below is a chart showing the S&P 500’s monthly returns since 1950, highlighting the […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2025-08-07 12:01:162025-08-07 12:01:17On the Street Monthly – Market Strength vs August Weakness
After all the ups and downs in April, a bunch of big firms lowered their year-end market targets. They pointed to uncertainty around things like tariffs, inflation, and the chance that we won’t see any interest rate cuts in 2025. As the market started to wobble, analysts—no surprise—rushed to update their predictions for next year. […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2025-06-11 12:41:212025-06-11 12:41:22On the Street Monthly – When Bears Turn to Bulls
Lake Street is proud to announce that we have been recognized by USA Today as one of the Best Financial Advisory Firms of 2025. The ranking is based on both assets under management as well as the number of recommendations received from clients and industry peers. We are grateful to be included among the top […]
Following the tariff announcements in early April, the market dropped sharply—down 11% in just two days. Investor anxiety surged to record levels as markets reacted to the uncertainty surrounding new trade policies. However, from that low point, the market rebounded 11.8%, highlighting just how quickly sentiment can shift. Since 1950, there have only been seven […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2025-05-08 12:19:312025-05-08 12:19:32Bear Market Rally or Continuation of the Bull?
As the final touches were being made to the monthly newsletter, it all began to feel outdated with the events unfolding in April. The initial commentary addressed tariffs, the report, and their potential short-term market impact. While a tariff announcement had been expected, few analysts and economists had anticipated what the chart below ultimately revealed. […]
As the market pulled back from its January gains, individual investors became increasingly bearish. The AAII Investor Sentiment Survey, which gauges individual investors’ expectations for the market over the next six months, has been conducted since 1987. Over that time, there have been 11 instances where bearish sentiment exceeded bullish sentiment by 40% or more. […]
On the Street Monthly – What has Driven 2025s Gains?
As we enter the final stretch of 2025, markets have taken investors on a ride. After sharp volatility in April following tariff announcements, stocks rebounded and delivered seven straight months of gains. November finished only slightly positive, recovering from an early 6% pullback. Now, as we move through December, a month that historically favors the […]
On the Street Monthly – Earnings Scorecard
After six straight months of gains from May through October, the market has shifted its attention to third quarter earnings. With 91 percent of S&P 500 companies reporting, the results have been strong. A large majority have exceeded expectations for both earnings and revenue, and overall earnings growth is running at 13.1 percent compared with […]
On the Street Monthly – Dot.com vs AI Boom
Many have drawn parallels between the internet boom of the late 1990s and the recent surge in artificial intelligence. To explore that comparison, we charted the Nasdaq Composite, with the blue line representing 1995–2000 and the orange line showing performance from 2023 to the present. (Source: DataTrek) While investors often recall the dot-com bubble’s collapse […]
On the Street Monthly – Market Implications if the Fed Cuts
The Federal Reserve meets next week, and the futures market is signaling a 91.8% chance of a rate cut. The remaining 8.2% even suggests the possibility of two cuts — meaning the market is fully expecting at least a quarter-point (25bps) reduction. Typically, rate cuts are associated with a struggling economy or falling markets. But […]
On the Street Monthly – Market Strength vs August Weakness
The S&P 500 has surged more than 30% since its April lows, reaching new all-time highs. While investor confidence remains cautious rather than euphoric—which is a positive sign—August has historically been a tough month for the market, particularly in post-election years. Below is a chart showing the S&P 500’s monthly returns since 1950, highlighting the […]
On the Street Monthly – When Bears Turn to Bulls
After all the ups and downs in April, a bunch of big firms lowered their year-end market targets. They pointed to uncertainty around things like tariffs, inflation, and the chance that we won’t see any interest rate cuts in 2025. As the market started to wobble, analysts—no surprise—rushed to update their predictions for next year. […]
USA Today’s Best Financial Advisory Firms of 2025
Lake Street is proud to announce that we have been recognized by USA Today as one of the Best Financial Advisory Firms of 2025. The ranking is based on both assets under management as well as the number of recommendations received from clients and industry peers. We are grateful to be included among the top […]
Bear Market Rally or Continuation of the Bull?
Following the tariff announcements in early April, the market dropped sharply—down 11% in just two days. Investor anxiety surged to record levels as markets reacted to the uncertainty surrounding new trade policies. However, from that low point, the market rebounded 11.8%, highlighting just how quickly sentiment can shift. Since 1950, there have only been seven […]
On the Street Monthly – Tariff Surprise Jolts Market
As the final touches were being made to the monthly newsletter, it all began to feel outdated with the events unfolding in April. The initial commentary addressed tariffs, the report, and their potential short-term market impact. While a tariff announcement had been expected, few analysts and economists had anticipated what the chart below ultimately revealed. […]
On the Street Monthly – Jittery Markets & Weakening Sentiment
As the market pulled back from its January gains, individual investors became increasingly bearish. The AAII Investor Sentiment Survey, which gauges individual investors’ expectations for the market over the next six months, has been conducted since 1987. Over that time, there have been 11 instances where bearish sentiment exceeded bullish sentiment by 40% or more. […]