Doug Bycoff, Chief Investment Officer of The Bycoff Group, shares insights with Barron's on the recent semiconductor stock selloff during the week of July 19th. While the semiconductor index is at risk of a correction following a large rally, the fundamental trends driving demand—such as cellphone upgrades, AI servers and computers, autonomous cars, and robotics—are expected to continue.
Lorne Bycoff, CEO of The Bycoff Group, was featured in a New York Times article discussing retail trading trends and Roaring Kitty.
Doug Bycoff, Chief Investment Officer of The Bycoff Group, speaks with Barron's journalist, Jacob Sonenshine. In the article, they discuss the timing effects in recent U.S. CPI inflation readings and why investors may need to be patient when interpreting the reports.
The Bycoff Group shares our commentary with Barron's for the May 17th issue of the Trader Column. We explain why the S&P 500 reacted positively to the U.S. CPI inflation report in May 2024. Doug Bycoff, Chief Investment Officer of The Bycoff Group quoted within.
Read our 2024 Market Outlook piece for key data points on economists' macroeconomic forecasts for 2024, the stock market's historical P/E ratio valuation, how the stock market typically performs in an election year and key investment themes for 2024.
Lorne Bycoff, CEO of The Bycoff Group, provided insightful commentary to Barron's regarding the outlook for bank stocks in 2024. Read further in the link below for additional context and analysis on the setup for 2024.
