Author Archives: LSAConnect

PIMCO Due Diligence Trip

Upon returning from the PIMCO due diligence trip last week, we were provided a great website to access some timely information on Eurozone updates.  Please  CLICK HERE to learn more.

Posted in Fund News | 1 Comment

Sierra Core Retirement Fund

The Sierra Core Retirement Fund has recently created three new share classes, Class A1, Class I1 and Institutional Class Y (minimum $20 million, not yet active and available). If you have client accounts custodied on the No Transaction Fee (NTF) … Continue reading

Posted in Fund News | Leave a comment

FOMC Meeting

The FOMC meeting ended today with not much new to say.  Target rates remain ‘near-zero’ at 0.00-0.25%, which is unchanged and is of no surprise, considering their intention to keep rates ‘exceptionally low’ until late 2014.  Additionally, there will be … Continue reading

Posted in Uncategorized | Leave a comment

Discussing Uncertainty… There continues to be a lot of uncertainty in the air, and we wanted to put some of these data points into better perspective in the form of a mid-year economic update.  Below are a series of questions … Continue reading

Posted on by LSAConnect | Leave a comment

LSA Manager Interview with Bonnie Baha

LSA has posted our Manager Interview with Bonnie Baha of Doubleline   Bonnie Baha, CFA, CIC Portfolio Manager, Global Developed Credit Co-Director, Credit Research Ms. Baha is the Senior Portfolio Manager of DoubleLine’s Global Developed Credit Group, which is included … Continue reading

Posted in Uncategorized | Leave a comment

PORTFOLIO REVISIONS

Please note that we have posted REVISIONS for the following portfolios:  Private Client, PC Less Thank $100k, Bear Market Entry, Cautious Bear Plus and Schwab NTF.  To view the changes, login to the LSA website with your username and password, then simply … Continue reading

Posted in Uncategorized | Leave a comment

LSA PORTFOLIO CHANGES!

Once again we find markets reacting to poor language from the Euro Zone. It is hard to believe that it has now been two years of Greek headlines and once again we seem to be on the verge of once … Continue reading

Posted in Uncategorized | Leave a comment

10 Market Rules

Bob Farells’ 10 Market Rules: The 10 Commandments To Remember 1. Markets tend to return to the mean over time 2. Excesses in one direction will lead to an opposite excess in the other direction 3. There are no new … Continue reading

Posted in Uncategorized | Leave a comment

FOMC Notes

As expected, the FOMC did not indicate any change in the Fed Funds rate target at the conclusion of yesterday’s meeting.  The formal statement put out by the committee was largely as anticipated, with continued guidance of keeping rates ‘exceptionally … Continue reading

Posted in Economic News | Leave a comment

1Q update on Paradigm Value

The small-cap Paradigm Value Fund (PVFAX) returned 11.31% in the first quarter of 2012, trailing the surging  Russell 2000 Value by 28 bps. It is typical that our low-beta, low-volatility approach will lag slightly or just barely keep up in … Continue reading

Posted in Fund News | Leave a comment

FOMC

The FOMC today made no changes on the interest rate front—which was no surprise—and is keeping rates at a very accommodative 0.00-0.25% range.  Despite mentioning that ‘strains in global financial markets have eased,’ they signaled an intention to keep rates … Continue reading

Posted in Economic News | Leave a comment

Economic Update

It was a fairly light week, as far as economic data was concerned. Existing home sales increased in January by +4.3% to 4.57 million units, which was higher than forecast but was somewhat tempered by some adjustments to the December … Continue reading

Posted in Economic News | Leave a comment