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 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.
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.
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?
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.
The Bycoff Group's monthly market commentary. In March's edition, we take a look at market valuations post the recent volatility.
