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Tech Outperformance: Echoes of the Dotcom Era

The Chart of the Week series intends to share a theme, idea, or event that caught my eye—and nowhere was that more evident this week than in the remarkable outperformance…

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Are Financials Flashing Early Warning Signs of a Credit Problem?

Business Development Companies (BDCs), alternative asset managers, and regional banks have come under significant pressure as credit fears mount, reflecting growing concern over the health of the lending environment. Whether…

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Technology’s near record breaking run

Since the April 8th low, Technology (INFT) has dominated sector performance, surging ahead of all others and outperforming the S&P 500 by a remarkable 29% at the six-month mark. The…

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