Returns

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 [...]

Market Leadership

November 25, 2015

I received an email from my friends Seth Hamed and Barry Bannister at Stifel yesterday. They had done an analysis of S&P 500 returns to see just how much the top [...]