Knowledge powers informed decisions in any market environment.

• Aug 27, 2024
• Amish Dalal

Research Whitepapers

Concentrated Stock Quarterly Update Q2 2023

Major equity indexes ended June higher: the S&P 500 and technology-heavy Nasdaq rallied 6.6% and...

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• Aug 27, 2024
• Amish Dalal

Research Whitepapers

Concentrated Stock Quarterly Update Q3 2023

US stocks ended September with their biggest monthly decline since December 2022, with the S&P 500...

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• Aug 27, 2024
• Amish Dalal

Research Whitepapers

Concentrated Stock Quarterly Update Q3 2023

US stocks ended September with their biggest monthly decline since December 2022, with the S&P 500...

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• Aug 26, 2024
• Amish Dalal

Research Whitepapers

Concentrated Stock Quarterly Update Q2 2024

During December, inflation and monetary policy continued to be the key macro factors driving asset...

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• Aug 2, 2024
• Julia Zhu

Market Insights Featured Posts

Easing Inflation, Market Rotation, and Election Uncertainties - Market Update August 2024

Current Equity Exposure

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• Jul 25, 2024
• Patrick Jamin and Jacob Wick

Videos Featured Posts

Q2 2024 Update with Patrick Jamin and Jacob Wick

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