Fynsa
The software sector has suffered the largest non-recessionary decline relative to the market. But according to market consensus estimates, the sector's fundamentals remain largely intact.
Trying to beat the S&P 500 has historically been a thankless task. However, there are strategies that manage to do so. But it's worth putting the numbers in context.
The participation of the retail investor in the U.S. market has become increasingly relevant in recent years. According to data from J.P. Morgan, retail already accounts for nearly 30% of the total market volume.
The diversification offered by this strategy could be key to a more balanced performance in the U.S. market.
U.S. stocks do not have an earnings problem, but an expectations problem.
The widespread adoption of artificial intelligence was one of the main drivers behind a strong year for U.S. stocks.
