XNTK News and Press, SPDR NYSE Technology From 02/10/21

After a dramatic year of volatility, the U.S. stock market ended 2020 at record highs. Can this momentum continue this year? ESG investments clearly outperformed in 2020. 2021 should be a year of much better cash flow for companies. For further details see: A Stock Picke...

With the advent of a series of successful vaccines, global markets can almost afford to be oblivious to virus headlines and instead focus on the medium term when economies have reopened. But, against this backdrop, a big question for investors must be: how quickly can populations be vacci...

The pandemic has sped up structural trends that are benefiting sectors such as technology and healthcare - and we believe these trends are not fully priced in. Rising inflation expectations have driven up U.S. 10-year Treasury yields but to a lesser degree than in the past, in line wi...

Car tech adoption has been modest at best, and traditional carmakers are showing signs of life. We're still many, many years away from a day when you can walk into an auto dealership and drive away in a fully autonomous car. However, it really does seem that 2021 is shaping up to be a...

As of 2019, the economic output of US technology companies was $1.9 trillion, or about 10% of US GDP. Over the last 30 years, the tech sector has been on the ascent, taking up an ever-growing share of the market. Tech will not be less important in our lives post-pandemic. Fo...

Europe is clearly at risk of a double-dip recession, albeit a modest one. The IHS Markit Flash Eurozone Composite PMI (Purchasing Managers Index) clocked in at 47.5, down from December's 49.1. The UK is in a worse situation, at an even greater risk than the eurozone of a double-dip re...

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...

The SPDR NYSE Technology ETF isn't just another tech fund, it is differentiated in several important ways. The fund's holdings are equally-weighted and it has more international exposure as compared to the typical US tech-centric fund. XNTK has a very attractive top-10 list of hol...

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...