A rotation of sorts was underway and flows were moving out of the Nasdaq oriented stocks where all Magnificent 7 stocks are represented in the top 10 holdings…
Spring 2024 Investor Letter: Back-to-Back Double Digit Quarterly Returns
The fourth quarter of 2023 and the first quarter of 2024 each saw the S&P 500 Index generate a double-digit return. Since 1945 this marks only the eighth time…
The consumer, or personal consumption, accounts for nearly 70% of U.S. GDP and for that reason it is important to evaluate the overall health of the consumer…
Since the beginning of 2023 the S&P 500 Index is up 35.9% while at the same time the average total return of the so-called Magnificent Seven stocks is 159.1%…
