Quarterly Client Update Q2 2022
GF's quarterly client newsletter
Quarterly Market Review Q2 2022
A summary of world capital market performance over the second quarter of 2022.
Don't Let Talk of Market Cycles Take You for a Ride
Many investors look for cycles in returns, but evidence shows us that one period's stock return tells you almost nothing about the next.
Singled Out: Historical Performance of Individual Stocks
Many investors end up holding concentrated positions in single stocks for one reason or another. Historical performance of individual stocks suggests this is a poor strategy.
Why Investors Might Think Twice About Chasing the Biggest Stocks
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.
Quarterly Client Update Q1 2022
GF’s Quarterly Client Newsletter