Quarterly Market Insights

The Standard & Poor's 500 stock index repeatedly broke records for months and the risk of a market melt-up should be considered. Are stocks fairly priced? For the answer, we turn to Jerome Powell, the U.S. Federal Reserve Bank chairman.

During our second quarter newsletter, we wanted to pause from the usual global markets and economic updates and use this opportunity to share some important updates about KG Advisors, reiterate our unique investment approach, and provide important updates to our investment framework and the opportunities we seek to take advantage of going forward.