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Narrow Market

Since the Federal Reserve began raising interest rates in the Spring of 2022, investors have experienced a stock market that can be defined as narrow or lacking in breadth. Look no further than the recent performance differences between the S&P 500 equal-weighted...

The Inflation Conundrum

Milton Friedman famously said of inflation that it is “…always and everywhere a monetary phenomenon, in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” However, over the last five decades we have...

How Much Tech is Too Much?

The performance of the “Magnificent Seven” stocks last year was truly extraordinary. As measured by the equal-weight S&P 500 Index, the average large cap stock had returned 0.3% through the first three quarters last year, whereas the market cap-weighted S&P...

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