Financial markets and the global economy are in a constant state of change. To help our clients stay current, we distribute a quarterly newsletter showcasing key trends across markets and our current outlook. Please find our latest thoughts below.
QUARTERLY INVESTMENT LETTER
July 2026: stock market rebound driven by AI, a decline in oil prices, new tax legislation and solid employment; the rise in predictive markets, and the question of private credit liquidity
April 2026: Uncertainty in the Persian Gulf, rising energy prices, cracks in the private credit market, and the continuing conversation around AI
January 2026: Another strong quarter for stocks and bonds, fiscal transition, the continued debate over AI spending, and an examination of the credit cycle
October 2025: Mixed economic news: signs of slowing growth in the labor and housing markets, rapid and continuing investment in AI, strong gains for stocks, and a benign bond market
REGULATORY DOCUMENTS
Privacy Notice: Document that describes how MLLW protects the confidentiality and security of client information that we obtain in investment advising and wealth counseling.
Form ADV Part 2: Comprehensive brochure that provides information about the qualifications and business practices of Moody, Lynn, Lieberson & Walker, LLC.
Form CRS: Also known as the Customer Relationship Summary, outlines services offered by MLLW, associated fees and costs, potential conflicts of interest, and how to obtain more information.
