We were pleased to share our market analysis with Barron's for their Holiday Magazine issue. The current landscape reveals record-high money market balances. However, with the Federal Reserve signaling a decrease in interest rates for cash and money market accounts in 2024, a substantial portion of these funds may seek alternative investment opportunities. Explore further to understand why we anticipate this shift to act as a positive force, buoying the market in 2024.

The Bycoff Group was thrilled to share our market color with Barron's. Read our commentary on how reductions in profit estimates for the sector are affecting airline stocks.

In this brief piece we share our thoughts on the stories that are driving the markets and review our outlook and positioning for the stretch run of 2023. We cover: an update on recent consumer spending trends, including commentary from Walmart CEO, Doug McMillon, what stories will investors be following into the end of the year, and our market outlook and portfolio positioning for the back half of 2023.

The Bycoff Group has been featured in August 7th issue of Barron's! It is an honor to share our perspectives on the US stock market for the country's leading investment periodical. This is a major milestone for the firm as we continue to share our investment strategies and perspectives and grow our firm.

The Bycoff Group was featured in Lido Consulting's Summer 2023 Newsletter. Lido Consulting is an independent firm specializing in educational events for the Family Office and Investment Industry. We were honored to be featured in their publication. In the piece, we leverage our prior experience investing at the hedge fund, Point72, and leading private equity and wealth firms to explain how families can improve returns in the public equity markets.

TBG reviews Q1 market performance and discusses what could happen to the markets in the event of a recession, how long the average market contraction period lasts, as well as why investing in the car (ADAS and EV) technology landscape could yield strong returns.