Much of the focus over the last year and half has been on the strong performance of so-called Magnificent 7 stocks. Over the last three months though, a number…
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…
