CLOU News and Press, Global X Cloud Computing ETF From 05/05/21

Are you familiar with the "Aggression Scale?" Instead of the common classifications, it's measuring sectors based on their volatility, cyclicality, and growth. Three sectors currently are making it to the top of the "Aggression Scale." Technology is only one of those. Can we be ov...

The Wisdom Tree Cloud Computing ETF is predominately focused on what I would characterize as second-tier pure-play cloud companies. None of the "Big 3" companies that currently dominate the public cloud - Amazon, Microsoft, and Google - are found in the top-10 holdings. Yet the fu...

The recent market rotation out of tech and into value has reduced the valuation level of many cloud computing-related companies. That being the case, investors should consider rotating some capital back into the sector, which still has excellent long-term growth prospects. SKYY is...

Major fundamental tailwinds can still drive stocks higher. Market valuations looks attractive considering forward earnings estimates. We are bullish on tech and also see value in emerging markets that can outperform going forward. For further details see: 8 Reasons To St...

I collected a personal-best $2,114 in dividends in March. I'll compare against prior quarter-ends to see what moved the needle this time. Two new holdings were added, VPN and WCLD. Q1 total dividends were flat compared to 2020 though account values continue to push higher. ...

The heightened volatility in the tech space warrants a portfolio reassessment by both short- and long-term investors. There are few data points to indicate a correlation between the growth projections of some frothy tech stocks and their lofty valuation multiples. The exuberance o...

In this piece, we seek to respond to six commonly held misconceptions about thematic investing, sharing data, analyses, and academic theories to reveal the truth behind these myths. The recent attention on certain investment-focused internet message boards and other social media chann...

Improvements in computing firepower and the digitization of the economy have created a modern dilemma – data management. Lifestyle changes combined with growing digital integration of everyday appliances has furthered a need for improvements in data storage. As data storage...

The SARS-COV2 pandemic has boosted digitalization of global economies to the forefront of new investing themes. With this comes several central topics such as big data, cloud computing, and cyber-crime. Technological advancement, accelerating access to digital technology, and chan...

Two years ago, I introduced a basket of "10 SaaS Under $10B": a group of highly promising companies likely to beat the market over five years. They were young, small, fast-growing and under-followed companies with strong cultures and huge total addressable markets. The basket has ...