Investment Insights

LC Investment Playbook Monthly Update May 2023

Spot Light

  • Google “We Have No Moat, Neither Does Open AI"
  • Artificial Intelligence a “Baby Bubble” For Now

Market Updates

  • US Stocks Remain in a Narrow Trading Range
  • S&P 500 Equity Risk Premium At Decade Low
  • Q1 2023 Earnings: The Good News Is In
  • Equity Returns Could Be Flat For Next 10 Years
  • Corporate Profits Are Likely to Mean-Revert
  • Potential Correction for European Equities
  • The Holds Still Have It
  • Another Potential “Yield Curve Inversion”
  • Current Conditions Augurs Poorly For HY
  • Persistent Increase in US Budget Deficits
  • Fed Expected To Decrease Rates By Year-End
  • Turkey Slides Deeper Into Crisis

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