top of page
Search


Q4:2023 Quarterly Commentary
The Return of “The Magnificent Seven” "The Magnificent Seven," A cinematic triumph in 1960, mirrored the resonance of audience adoration...

Bryce Johnson
Jan 4, 20241 min read


Q3:2023 Quarterly Commentary
Global equity markets had a rotten third quarter – especially the smaller-cap and tech names. And the month of September was especially...

Bryce Johnson
Oct 4, 20238 min read


Q2:2023 Quarterly Commentary
MARKETS HAVE FANTASTIC SECOND QUARTER Global equity markets had a fantastic second quarter – especially the tech names. But toward the...

Bryce Johnson
Jul 13, 202311 min read
bottom of page
