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FANG, S&P 500, Danaher

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Are “Growth” and “Value” Exclusive of Each Other? No!

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Indexes vs Portfolios

“Davidson” submits:

Across the investment cycle, every index composite is adjusted to reflect institutional interests. This always generates problems when comparing portfolio performance to any index as the cycle progresses.

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“Davidson”: Markets Do Not Have A Math Solution

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FANG vs The Market

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Value vs Momentum….. Investing’s “Oil and Water”

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Market Psychology Changing…S&P 500 Intrinsic Value Update

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Davidson and Cooperman on the Market