Most people assume good companies produce good stock returns. Over long periods, that often proves true. However, over shorter periods, and even sometimes lasting years, strong businesses can underperformwhile other areas of the market surge ahead. Recent markets can provide...
Key Insights The first quarter was marked by diverse market drivers, including geopolitical risks in Venezuela and Iran, volatility from White House commentary, Supreme Court decisions on tariffs, and the divide between AI winners and losers. By the end of...
As a director of research and an investment advisor, writing quarterly commentaries can sometimes be a difficult task. There are only so many ways to say that large U.S. technology companies continue to lead the market. Investors should focus on...
Key Takeaways from 1Q 2025 As we approached the end of the first quarter, I began to gather my thoughts for the upcoming review. The main theme would be “The Return of Diversification.” Over the past two-plus years, the Magnificent...
Key Takeaways In keeping with the theme of Spotify (or Apple Music) year-end wrap-ups, I reviewed articles and notes I saved throughout the past twelve months. Like in previous years, I am once again surprised that events that were significant...
