1Q22 Earnings Update: Part One – IBM, GOOG, SONY, ATVI, TMUS

Due to Steve’s travel schedule, we are going to try something new this quarter with our quarterly blog updates on individual stocks held widely in Northlake accounts.  Rather than publish a separate commentary on each stock, we are going to produce two or three updates with each containing comments on several stocks.  This will result […]

Still Favor Large Cap and Value Amid Market Headwinds

Northlake’s models are stable for April despite the recent stock market volatility.  We are making no changes to our model-driven or thematic strategies.  Client assets following our models will remain invested in the S&P 500 (SPY) and the Russell 1000 Value (IWD) reflecting our model signals and market and economic outlook.  Thematic strategies not using […]