Improving Individual Investor Sentiment Maybe A Near Term Risk For Equities
The S&P 500 Index has been on an uptrend since late October. Over the past 14 weeks, the S&P 500 has generated a positive return in 13 of the weeks, with a…
Winter 2023 Investor Letter: Markets Like Presidential Election Years
Historically, equity markets have mostly generated favorable returns in presidential election years and 2024 is such a year. Investors experienced difficult…
With much of the attention placed on a few mega cap stocks, partly due to their focus on artificial intelligence (AI,) among other favorable operational…
Equity Funds Experiencing Outflows In Spite Of A Strong Stock Market
It is often said that actions speak louder than words and for investors, there seems to be quite a divergence. By many sentiment measures investors are…
