TBG Market Outlook 2023
The Bycoff Group recaps 2022 and discusses why they see strong opportunities for investments in growth companies in 2023.
TBG Market Color: What Would Warren Buffett Do?
We wanted to explore what investors did during the last period of extended inflation in the US, the 1970s. Did they alter their strategy or materially change holdings? We take a look at Warren Buffett's annual letters from the 1970s to answer these questions and more!
TBG Market Color August 2022
TBG reviews first half results, discusses why the market rallied in July, where we invested in the first half this year and what we think works in the second half of the year.
Interesting Charts and Quotes - June Edition
The Retail Index has meaningfully outperformed the S&P since the group reported earnings in Mid May. What that means and more insights from The Bycoff Group inside.
Interesting Charts and Quotes - May Edition
We review interesting financial charts - including how do equity market valuations stack up versus other asset classes like real estate or private equity and is it a good time to travel to Europe?
TBG Monthly Market Color
The Bycoff Group's monthly market commentary. In this edition, we take a look at recent company earnings results and what the stock reaction suggests about current market valuations.