Dogs of the Dow Continue Outperforming Broader Market
he Dogs of the Dow investment strategy continues its winning streak in 2025. Through the end of November, the year-to-date total return of the Dogs of the Dow…
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…
