Royce AdvisorySep 61 min readS&P500 Market Concentration & a possible US Fed rate cut?The five largest stocks in the S&P 500 now make up 29% of the market. This concentration of Microsoft, Apple, Nvidia, Alphabet, and...
Royce AdvisoryAug 151 min readUnderstanding Sahm's RuleOne tool that has gained attention recently is Sahm’s Rule — a straightforward yet insightful indicator of recession. Developed by...