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Articles by Tom Shipp
What's Holding Up Record Margins?
LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts. Historical cyclicality in question. Profit margins have historically been cyclical, but the recent performance of S&P 500 companies has many investors questioning whether this rule still stands. Structural shifts support a higher baseline.
What's Holding Up Record Margins?
LPL Research analyzes S&P 500 margin expansion, assessing how much is structural versus cyclical and what that means for future earnings forecasts. Historical cyclicality in question. Profit margins have historically been cyclical, but the recent performance of S&P 500 companies has many investors questioning whether this rule still stands. Structural shifts support a higher baseline.
The Cash Flow Case for Value
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets. A regime in transition. Value has reasserted itself into the market's psyche after a long period in which growth leadership felt permanent. Growth's run was the exception. Growth's leadership since the 2010s was a relatively rare period, helped by falling rates, software multiple expansion, and the rise of asset-light platform companies. Investors are repricing risk.
Can Hyperscalers Earn Their AI Ambitions?
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex. Market context: The first half of 2026 was a tale of two quarters for U.S. equity markets, as the S&P 500 experienced a drawdown of ~4.5% in the first quarter, followed by a ~15% rally in the second quarter.
Seeds of Opportunity: The Case for Agriculture Investments
by Tom Shipp, Head of Equity Research, LPL Financial Commodity market trends: Commodity markets have been on an impressive, and volatile, run so far this decade, with leadership oscillating between energy and precious metals. Not surprising, after commodities’ “Lost Decade” of the 2010s, given the asset class tends to move in long capital cycles. Shift to agriculture: LPL Research has written plenty on precious metals and energy and holds positive views on each.
American Industrial Renaissance: Fact or Fiction?
by Tom Shipp, Head of Equity Research, and Jeffrey J. Roach, Chief Economist, LPL Financial The “American Industrial Renaissance” is an investment theme investors and allocators alike have probably been pitched several times, or at the very least heard about.
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