Other Points of View: December 2018

Reginald A.T. Armstrong • Other Points of View

Welcome to the Other Points of View, a monthly eZine designed to complement our WealthProtect Status Update. Other Points of View's primary aim is to give you in an easy, once per month format direct links to articles, blogs, and research that you may find valuable.


Please keep in mind that opinions shared via those links belong to those authors and do not necessarily reflect the views of LPL Financial or Armstrong Wealth Management Group. Enjoy!

LPL Research: Corporate America Impresses Again

Key Takeaways

  • Third quarter earnings season was again very impressive, with S&P 500 Index earnings growing 28% year over year, the fastest pace since the fourth quarter of 2010.
  • A pickup in economic growth, strong manufacturing activity, and tax cuts were the key growth drivers.
  • Guidance was generally positive despite tariffs and ongoing trade policy uncertainty.
John Hussman: Bubbles and Hot Potatoes
Jeremy Siegel: The Market is Cheap on a Long-Term Basis
Martin Feldstein: How to Save Social Security System


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