There is a long history of momentum taking over in sectors, and over-confidence often becomes attached to the momentum.
This is the longest underperformance stretch for value in the last 80 years.
Long-term success in common stock ownership is much more about patience and discipline than it is about mathematics.
A strengthening economy will drive interest rates up and begin to move people around the country.
The ultimate psychological indicators in a gold rush in technology are the homes and headquarters buildings built during the boom.
The best growth in the economy emanated from the technology sector of the S&P 500 Index.
As long-duration common stock owners, we believe in owning stocks all the way through market declines.
A change at the FCC might be a boon to traditional TV companies.
Trump will be assisted by a pro-business Congress in the hands of a Republican majority.
We thought it would be a good thing to give the current stock market environment some historical context.
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