

Most argued that the current period resembles the late 1990s. We see the 1970s.
Investors and market pundits have been arguing that today’s market is similar to the late 1990s. Investors see a handful of dominant technology stocks surging higher, artificial intelligence driving euphoric sentiment, and comparisons to the 1996-1999 dot-com melt-up becoming increasingly common. On the surface, the analogy makes sense. A few select stocks are leading the market, valuations are expanding, retail enthusiasm is back, and investors once again believe techno
May 233 min read


Markets Look Past War Risks as Earnings Remain Strong and Broadening Continues
S&P 500 Posts Best Month Since November 2020 Despite lingering geopolitical tensions, higher oil prices, and renewed inflation concerns, equities moved higher in April, supported by a strong start to the Q1 earnings season and resilient economic growth. After approaching correction territory late last month, the S&P 500 rebounded to post seven record closing highs, gaining more than 10% for its strongest monthly performance since November 2020. The tech-heavy Nasdaq-100 also
May 14 min read
