WHAT YOU'LL LEARN
Historical Market Concentration
We examine how today's mega-cap dominance compares to past periods of narrow market leadership, including what followed them.
Understanding Valuation Gaps
When the spread between the largest stocks and the rest of the market widens, history offers a guide to what tends to happen next.
Where Opportunity May Emerge
This isn't a call to abandon what's working. It's a tool for thinking more clearly about where the next cycle of leadership may emerge.
CooksonPeirce has been building disciplined, evidence-based portfolios for investors since 1984. We believe markets are efficient, and that the opportunity for advisors and investors lies in knowing when to look beyond the obvious.
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"The Great Reversion: What History Teaches Us About Market Leadership."