REW News and Press, ProShares UltraShort Technology From 01/26/21

While the Tech sector's "expected" EPS growth for 2021 has slowed from 18% this past summer to 14% today, note that quarter-by-quarter changes have been consistently upward for the Tech sector. Personally, I put more weight on the quarterly data since it's the "bottom-up" estimates fr...

The media and pundits continue their time-honored tradition of sawing sawdust. On top of this, headline-sniffing computers are constantly on the lookout for bad or good news items on which to launch a barrage of Buy or Sell orders. Since the 10-year US Treasury note is only paying a l...

There has been much talk of a tech bubble lately. That might have caused some worry for you, and that's why I wanted to write this article. Tech has beaten all other sectors by a wide margin over the last 10 years, making some believe the next decade will be different. The general...

Sell side analysts know exactly what fundamental analysis is. Whether or not the Robinhood effect is real, there is no question that sell side analysts have been a significant driver of the current bubble in technology and electric vehicle stocks. If you're long tech stocks, sell ...

At this year’s CES, to no one's surprise, there seems to be a lot more talking about big-picture concepts and not nearly as much about specific products as we've seen in the past. The most interesting topics and most compelling visions seemed to be a bit further off than usual....

There seem to be some interesting trends emerging across the tech world that will likely have an impact in 2021. Hybrid solutions and an increased degree of customization and specialization are two key themes for tech trends in 2021. Here's my take on trends in a few specific area...

We share three key lessons we learned from 2020 – and how they inform our 2021 outlook. The UK and European Union agreed on a trade deal. The U.S. launched a new $900 billion fiscal package amid climbing Covid hospitalizations and deaths. This week’s U.S. nonfarm pay...

Tech stocks have been very strong performers lately. Tech stocks and high-yield alternative assets now face an historic valuation disconnect. Be greedy when others are fearful and fearful when others are greedy. We think that beaten-down high-yield alternative asset investment...

The pandemic-driven accelerated adoption of technology-related themes has led many companies in the information technology sector to be standout performers for most of 2020. Tech valuations may appear elevated, but as long-term investors, we believe this modest premium is warranted an...

Many investors are concerned what near-zero interest rates and the global economic fallout that aggressive stimulus measures may bring. Rather than look for M&As centered on incremental revenue or profit in the near term, investors are focused on the types of transformational acqu...