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Observations by Dorian Young February 22, 2023
The Global Industry Classification Standard (GICS®) will undergo minor modifications next month, on March 17. So minor in fact, that if you blink, you may miss the event! Only 14 stocks in the S&P 500® Index will be moving to a new sector. These stocks represent...
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Observations by Patrick Geddes January 26, 2021
In the past 18 months, we’ve witnessed some extraordinary changes in how retail stock investors trade, from the broad shift for many brokerage firms toward zero commissions to the jump in trading by individuals in 2020, presumably a result of the pandemic...
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Observations November 1, 2018
Wow, talk about “hot hands”! On Monday night, Golden State Warrior Klay Thompson set an NBA record with 14 three-pointers against the Chicago Bulls, breaking the previous record of 13 set by teammate Stephen Curry....
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Observations October 4, 2018
The TJCA (Tax Cuts and Jobs Act) signed into law in December 2017 has changed the tax treatment for holding real estate investment trusts (REITs). While we still await full clarity of some issues....
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Observations by Dorian Young August 22, 2018
The Global Industry Classification Standard (GICS®) will be revamping its shrunken Telecommunication Services sector (now just 1.9% of the S&P 500 Index) into a hot, newly renamed Communication Services sector...
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