October Market Update: What’s Driving Markets into Year-End
The Bycoff Group’s October Market Update explores steady consumer trends, AI competition, and signs of broadening market strength into year-end.
The Bycoff Group Quoted in Barron’s
Doug Bycoff of The Bycoff Group was quoted in Barron’s on second-quarter earnings and market leadership. Read the full article and our latest insights.
Barron’s Commentary – Lorne Bycoff on Dick’s Sporting Goods’ Acquisition of Foot Locker
The Bycoff Group’s Lorne Bycoff was featured in Barron’s with insight on Dick’s Sporting Goods’ acquisition of Foot Locker. He explains why the deal could represent a strategic opportunity for long-term growth—especially in a category the firm views as “AI-proof.”
Putting April Market Moves in Perspective
Our client update explores the market volatility of early April. In our view, this is an attractive entry point for investors. While markets may stay choppy, there are a few constructive offsets: earnings expectations and valuations have come down to more reasonable levels, companies have shown resilience to past supply shocks, and there remains potential for progress on trade.
Barron's Commentary - Lorne Bycoff on the Retail Sector and Macy’s Accounting Challenges
Lorne Bycoff, CEO of The Bycoff Group, recently spoke with Barron’s reporter Sabrina Escobar about the retail sector, addressing accounting challenges at Macy's and their broader implications.
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.