2024-04-17 09:40:00 ET
Summary
- The Boyar Value Group's mission is to search or value on behalf of our clients. In essence, we are trying to buy a dollar for fifty cents.
- Although a strong start to the year is generally a bullish signal, investors should curb their enthusiasm for spectacular gains for the rest of 2024.
- The letter discusses AI mania and signs of froth, the impact of interest rates on the stock market, the state of the market and reasons for caution, and how to invest in a market that is selling at all-time highs.
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The Boyar Value Group's Q1 2024 Letter