Thank You

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

1623 Capital Q1 2024 Whitepaper_The Link Between Fear and Future Returns Cover Only

The Link Between Fear and Future Returns

Is “buying when there’s blood in the streets” a proven investment strategy? Our new whitepaper crunches five decades of data to find out. (Q1 2024)

Download "The Link Between Fear and Future Returns"
1623 Capital Q4 2023 Whitepaper_Is There Another Crisis Coming for Banks-COVER

Is There Another Crisis Coming for Banks?

The banking sector had a turbulent 2023, but banks still may face a harsh reality ahead—commercial real estate could be the next domino to fall. Will they be prepared? (Q4 2023)

Download "Is There Another Crisis Coming for Banks?"
1623 Capital Q3 2023 Whitepaper_What to Make of the Great AI Hype copy-1

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"
q2-2023-whitepaper-cover-page

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?"
whitepaper-the-predictive-power-of-the-p-e@2x

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"
whitepaper-5-predictions-for-the-next-year@2x

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"
whitepaper-the-myth-of-10-percent-returns@2x

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"
whitepaper-dissecting-the-great-growth-stock-drawdown@2x

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"
power-of-patience-q1-2022-whitepaper-cover

The Power of Patience

For long-term investors, being consistently good generally beats being occasionally great. (Q1 2022)

Download "The Power of Patience"

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