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Thank you for your interest in our Whitepaper! You can download one or more of our Whitepapers (free of charge) in our full Whitepaper archive found below (note: links will download a PDF version).

If you have any questions or would like to get in touch with us, please send us an email at info@1623capital.com or call us at 703-832-8232.

Whitepaper Archive

What to Make of the Great AI Hype

The promise of generative AI took the world by storm in early 2023. We think the AI hype may even underestimate the technology’s potential, but picking AI-linked winners in the stock market may prove elusive. (Q3 2023)

Download "What to Make of the Great AI Hype"

What Drives Long-Term Stock Returns?

Is the widely held belief that earnings growth powers long-term stock returns actually true? We investigate by analyzing the primary driver of equity returns over more than nine decades. (Q2 2023)

Download "What Drives Long-Term Stock Returns?"

The Predictive Power of the P/E

How predictive is your starting valuation for future stock returns? The answer might surprise you. (Q1 2023)

Download "The Predictive Power of the P/E"

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5 Predictions for the Next 5 Years

At the tail end of 2022—a very turbulent year in markets—the 1623 Capital team assessed what they think could be in store by 2027. (Q4 2022)

Download "5 Predictions for the Next 5 Years"

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The Myth of 10% Returns

The U.S. stock market has, on average, gained 10% per year over a very long time frame—but here’s why you maybe shouldn’t focus on that headline number. (Q3 2022)

Download "The Myth of 10% Returns"

Dissecting the Great Growth Stock Drawdown

The Nasdaq lost a third of its value in 2022, but we examine which characteristics—sector, market cap, and valuation—foretold the stocks with the largest declines. (Q2 2022)

Download "Dissecting the Growth Stock Drawdown"