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Lonely Bull Blog



Welcome to Riverplace Capital's market analysis & financial blog. We approach investment management optimistically. While markets will perpetually fluctuate, our gaze remains fixed on the horizon, because only in the long run will true gains ever be realized. Read on as our founder and chief investment strategist, Peter Bower, leverages his decades of insight to unpack the markets weekly.

July 18, 2024
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Rotation?

Investors are taking profits on the very large tech stocks and buying laggards. Among these laggards are many value issues in previously abandoned sectors, such as industrials, consumer, and financials. In addition, small-cap stocks are also attracting a lot of attention and new buying. The impetus behind this trend is the prospect for lower interest rates coming soon. The belief is that lower rates will…
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