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.