We’re back with Episode 19 of Tandem Talk – for having nothing to say, we sure do have a lot to talk about! Tune in as we discuss the unprecedented levels of market narrowness and overconcentration investors are faced with today. What has happened to the S&P 500? Are markets changed forever? Is it really different “this time”? If history (or probability) is any indication, it’s not. Later, we revisit the “Lost Decade” of the aughts, and recount lessons learned. The takeaway is quite simple: if you invest like everyone else, during boom times you will boom, and during bust expect to bust. But hard times in the index does not mean hard times for all stocks, or all investors either.
Disclaimer: Tandem Investment Advisors, Inc. is an SEC registered investment advisor.
This podcast is for informational purposes only and shall not constitute or be considered financial, tax or investment advice, or an offer to sell, or a solicitation of an offer to buy any product, service, or security. Tandem Investment Advisors, Inc. does not represent that the securities, products, or services discussed on this podcast are suitable for any particular investor. Indices are unmanaged and not available for direct investment. Please consult your financial advisor before making any investment decisions. Past performance is no guarantee of future results. All past portfolio purchases and sales are available upon request.
All performance figures, data points, charts and graphs contained in this report are derived from publicly available sources believed to be reliable. Tandem makes no representation as to the accuracy of these numbers, nor should they be construed as any representation of past or future performance.
This podcast was originally recorded in English. Tandem does not guarantee the accuracy, completeness, or reliability of any translated materials, and shall not be held responsible for any discrepancies, errors, or misinterpretations arising from the translation process.
Podcast Inquiries:
Please email [email protected].
Insightful Updates
Delivered
Timely and engaging information—right to your inbox.
More Commentary
Notes from the Trading Desk
Major U.S. equity indices pulled back last week, extending recent losing streaks. The S&P 500 fell for a second straight week, the Nasdaq Composite slid for a fifth straight week, and the small-cap Russell 2000 posted its third decline in the past...
Observations
January opened the year with equity markets extending the constructive tone that has defined much of the post-Liberation Day environment. Major indices finished solidly higher for the month, with the S&P 500 gaining 1.37%, and the Nasdaq rising 0.95%.
Notes from the Trading Desk
U.S. equities rallied in January. The S&P 500 closed higher by 1.37%, posting its best month since October and ticking above 7,000 for the first time ever. The Nasdaq snapped a two-month losing streak, finishing the month higher by 0.95%, but was...