The Boyar Value Group just released our latest quarterly letter to clients.
The letter discusses:
Is there finally a change in market leadership?
Our thoughts on cooling inflation and potential rate cuts
A broader rally in sectors like utilities and real estate
The small-cap recovery, with the Russell 2000 gaining 9.3%
How consumer sentiment and Fed policy could shape the future direction of markets
Comparing today’s market environment with both the 1990s tech boom and the Nifty Fifty era...