Market Update: Our View on Semiconductor Valuations
I have attached two charts comparing current semiconductor sector valuations to both the S&P 500 and the
I wanted to share this recent twitter/X post by Jonathan Goldowsky, Head of Investor Relations at Galaxy Digital. It provides an excellent overview of the firm
Thank you to everyone who joined our recent Ask Me Anything session. It was a great opportunity to walk through current market conditions, share updates on
Over the weekend, the attack on Iran introduced another geopolitical event that may create short-term fear, uncertainty, and doubt (FUD) in the equity markets.
Since the October lows, the S&P 500 is up nearly 100%, and during this period, SWCM clients have had returns significantly higher than the S&P. Given this, the
Given the growing application of AI in the assessment of investment firms and their performance, we have conducted an AI-driven review of Sullivan Wood Capital
