Cognitive Dissonance

July 24, 2020

The S&P 500 continues to grind higher, and it is now just 3.5% away from the all-time high posted in February. As is usually the case with bull markets, good news is [...]

The Nifty FAANGs

June 25, 2020

At the risk of sounding repetitive, I feel compelled to revisit a trend that has been remarkably consistent and powerful over the past several years. A small number of very [...]


November 29, 2018

A highlight of the market rally that we saw in 2017 was the stunning performance of technology stocks, particularly the so-called FAANG stocks (Facebook, Amazon, Apple, [...]

They’re Baaaack . . .

June 18, 2018

The U.S. stock market has been on a roller coaster ride in 2018 and has recently moved back into positive territory. The much-celebrated FANG stocks have told the story of [...]