Hiroshi Watanabe/DigitalVision via Getty Images ~ By Tim Murphy, Marketplace Success Manager Thank you to all readers of our first three parts of the Mid Year Marketplace Roundtable Series. So far we’ve covered Macro, Value […]
Scott Olson/Getty Images News Though Core Earnings for the S&P 500 reached record heights in 1Q22, we find that this earnings power is very unevenly distributed. 40 companies, or just 8% of companies in the […]
Justin Sullivan/Getty Images News Thesis Dominant companies melted up with the long bull market, sparking bubble-like valuations. Since then, the risks materialized for tech stocks like PayPal and Netflix, and shares plummeted. Technology is a […]
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