The New Decade’s Best Performing Stocks Will Be Different Than the Last

An article in CNBC highlighted the best- and worst-performing stock sectors over the past ten years and shared insights regarding what to expect in the decade ahead. Over the past decade, the article says, investors, have been driven toward growth stocks, particularly in the technology and consumer discretionary sectors: But going forward, the article suggests that “investors should avoid the fallacy that the future will look exactly like the past,” adding, “It’s often been noted… Read More

The Importance of the Sector Story

When we look at the past in investing, all of us have a tendency to want to find the simplest explanations for the things that occurred. But beneath the surface, there is often much more going on than meets the eye. I recently wrote an article where I looked at the top five most read interviews we did in the past year for our Five Questions series and the major lessons from each of them.… Read More

Sectors are Decoupling After Election

As the stock market rally continues to chug along in reaction to the Trump victory, sectors are shifting away from the lockstep movement that has been the norm over the last seven years, says The Wall Street Journal. Andrew Wilkinson, chief market analyst at Interactive Brokers, explains, “You’re seeing pressure on different sectors. In a typical bull market, you’re going to get all stocks going higher.” One of the more pronounced divergences is between financial… Read More