The YTD rally in the S&P 500 has been dominantly comprised from the performance on the top 8 stocks, all of which performed poorly last year.  This is by far the narrowest rally since the Tech Bubble, which ultimately culminated in an 80% drop in the Nasdaq.  These stocks are so big and comprise such...Read More

There has been a great deal in the news about the office-sharing company WeWork, which rose to prominence over the last few years, as revenue grew rapidly and its outspoken CEO made headlines.  WeWork, and other formerly private enterprises such as Uber and Lyft, gained notoriety by obtaining higher and higher valuations from accommodating capital...Read More