White Paper: The GICS Industrials Sector
The Industrials sector, as defined by the Global Industry Classification Standard (GICS), represents one of the broadest and most diversified opportunity sets available to equity investors.
First Quarter 2026 Quarterly Market Recap
The first quarter of 2026 proved to be a turbulent period for financial markets.
Fourth Quarter 2025 Quarterly Market Recap & 2026 Outlook
The fourth quarter of 2025 capped off a resilient year for U.S. equities, with major indices posting positive returns amid moderating economic growth, persistent inflation pressures, and a cautious Federal Reserve.
White Paper: The 80/20 Business System
The 80/20 principle, also known as the Pareto Principle, states that 80% of outcomes are often determined by just 20% of efforts or inputs.
Second Quarter 2025 Quarterly Market Recap
The second quarter of 2025 was a volatile period for global equity markets, reflecting significant uncertainty driven by the implementation of “Liberation Day” tariffs, mixed economic data, and weakening consumer sentiment.
First Quarter 2025 Quarterly Market Recap
The global equity markets have recently experienced a significant period of volatility, shaped by a mix of macroeconomic developments and policy shifts.
White Paper: The Importance of Reinvestment Opportunities in Driving Intrinsic Value
At Oliver Luxxe, we believe that the intrinsic value of an asset stems from its ability to generate sustainable cash flows over time, discounted at an appropriate required rate of return.
2025 Market Outlook
The S&P 500 rose 23% in 2024, following a 24% gain in 2023.