Shelton Capital Management: CIO Minute (August 8, 2023)
In this week’s CIO Minute, Derek Izuel talks tailwinds of small cap stocks, including cyclical exposure, a weakening dollar, and the Schiller PE Ratio.
In this week’s CIO Minute, Derek Izuel talks tailwinds of small cap stocks, including cyclical exposure, a weakening dollar, and the Schiller PE Ratio.
Jeff Rosenkranz weighs in on whether the most recent interest rate hike will be the last in the cycle.
In this week’s CIO Minute, Derek Izuel analyzes the recent performance of the S&P 500, MidCap, and SmallCap indices and which sectors are on the rise.
Remember when portfolio managers picked stocks based solely on a company’s investment fundamentals? Some managers still do.
August 3, 2023- Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.