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TBG News and Insights

Our Work has been Published in Leading Industry Journals 

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Barron's Commentary - Our Perspectives on The Selloff in Semiconductor Stocks Thumbnail

Barron's Commentary - Our Perspectives on The Selloff in Semiconductor Stocks

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.

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TBG Market Outlook 2024 Thumbnail

TBG Market Outlook 2024

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.

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