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    Atlas Digest : All Eyes on the Jobs Report

    This Week’s Atlas Digest, June 11, 2024… Stocks rose last week despite conflicting stories from economic reports…..

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  1. You Can’t Predict. You Can Prepare.

    By John Heslin | jheslin@atlaspwm.com

    We can often forecast a storm building as we see clouds forming and rolling in. We rely on weather forecasters, and the apps on our phones, to predict severity, and how much snow or rainfall we should be prepared for. Only when the storm has passed can we assess the true impact.

  2. Principles of Long-Term Investing Resilience

    On December 8, 2022, the Atlas hosted webinar reviewed some key factors of market history, investor behavior, and how they relate to the current market conditions.

  3. Let’s Pause on Doom-Scrolling: An Examination of the Current Dynamics Affecting the Market

    By John C. Ogle | jcogle@atlaspwm.com

    We at Atlas came into the year with a defensive tilt to our portfolios, but as the year has progressed, we’ve been compelled to take further actions to reduce the level of credit exposure in our bond holdings as well as to reduce our international exposure on the equity side.

  4. Correction or Bear Market?

    By John C. Ogle | jcogle@atlaspwm.com

    We are being asked by some clients if we’re in a correction in 2022, or if it’s a bear market.

  5. At this time, analysts’ consensus seems to indicate that things will stabilize for the second half of 2022… Atlas’ CIO, John Ogle, shares an update on earnings reports to date.

    By John C. Ogle | jcogle@atlaspwm.com

    At the end of the first quarter this year, concerns over profitability in general, and more specifically profit margins, were at the forefront of many investors’ minds. With energy prices rising, inflation in general, and the war in Ukraine, forecasting the profitability of companies in the quarter was especially challenging.

  6. For over 40 years the declining interest rate environment has been a tailwind for bond investors… Atlas’ CIO, John Ogle, breaks down how inflation, fed actions, and deglobalization are impacting the markets.

    By John C. Ogle | jcogle@atlaspwm.com

    In recent history beginning with the financial crisis in 2007, we have seen the U.S. Fed and other global central banks inject copious amounts of capital into the economy to keep economies on the growth track.

  7. There is ALWAYS more to the story… Atlas’ CIO, John Ogle, breaks down what we are seeing in the current markets.

    By John C. Ogle | jcogle@atlaspwm.com

    It is said in the world of economics that one number does not a trend make. We think that may well be the case here. As mentioned earlier, when we entered 2022 the economy was moving ahead nicely. The 6.9% growth rate for the last quarter of 2021 was more than double the 3.4% average rate from 1948 – 2022 . So, it is important to understand that this most recent report is no more a prophecy for the coming months than the Q4 2021 report was for this year.

  8. What Does the Great Resignation Mean for Your Financial Health?

    By Toby Potterton, CRPC® | tpotterton@atlaspwm.com

    Following the mass reduction in workforce payrolls in 2020, we have seen a powerful resurgence in the demand for workers across almost all levels of service and industries.

  9. The Markets ‘Through the Looking-Glass’ – A Reflection on Recent Events and Q1

    By John C. Ogle | jcogle@atlaspwm.com

    Atlas’ CIO, John Ogle, Takes a Look at Recent Events in Ukraine, and Shares Insight on the Current Market Volatility in his Quarterly Update

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