Over the course of the last three years much of the return in the equity market has been generated by the so-called Magnificent 7 stocks. This had led to the S…
Even with the recent market pullback the S&P 500 Index remains 12.5% higher on the year. The recent pullback represents only a -3.97% decline from the high…
Fall 2025 Investor Letter: A.I., Jobs, and the Fed
The dog days of summer for 2025 saw a continuation of the market’s rally off the April lows, following the volatility brought on by the tariff announcement or…
For those invested in the stock market and listening to the daily news, it is hard not to hear the discussion about Artificial Intelligence (A.I.) A.I. seems…
