Summer 2024 Investor Letter: More of the Same, a Higher Market
With the first half of the year in the books, the 6-month index returns achieved so far this year would satisfy most investors if the returns were 12-month…
The Magnitude Of The Difference in Return A Greater Issue Than A Narrow Market
In evaluating the recent investment market and economic data, it is notable the amount of the data that is providing conflicting signals. One equity market…
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…
