The Boyar Value Group’s 4th Quarter 2016 Letter

The Boyar Value Group recently released our latest quarterly letter detailing our thoughts on the market.

Topics discussed include:

  • The potential impact of the Trump administration on equities as well as which sector(s) we believe should benefit;
  • Our view on the future direction of both interest rates and the euro;
  • Our opinion on the sustainability of the current ~96 month and counting bull market which has seen the market advance by ~231% compared to the “average” bull run that typically lasts ~54 months and returns ~154%;
  • The stock market’s historical performance during the first year of a Republican presidency and why history tells us that this may not be a good year for equity investors.

To read our letter in its entirety, please click here.

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