2024-01-24 05:30:00 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.
- Why should investors take this year's market forecasts with a healthy dose of skepticism and what are our thoughts on US equity valuations?
- How have equities historically performed in the periods following a peak in interest rates?
- How have US equities historically performed in presidential election years? What part of the US stock market do we find to be the most attractive?
“If something is too hard, we move on to something else.What could be simpler than that?”
–Charles T. Munger
A Look Back
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For further details see:
The Boyar Value Group's Q4 2023 Letter