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Ten years ago, Marc Andreessen wrote an article in the WSJ called ‘Software is eating the world’, arguing that there was a fundamental shift in the role that software plays in the economy. Now, there’s a generation of companies that both create software and use it...
What’s happening in the Tech sector and QQQ is PE compression. For Q4, now fully reported, the “expected” Tech sector growth rate through 12.31.20 was 3% but the actual was 20%. Remember too the stock market and the QQQ action could be discounting increased re...
A dashboard with metrics in technology industries. Value and quality scores, and their evolution since last month. A list of cheap stocks. For further details see: FTEC: Technology Dashboard For March
10-year U.S. Treasury yield. Where is it headed? Will high-flying tech and momentum stocks fly high again? Is this a short-lived sector rotation from tech into value? For further details see: The Great Tech Rotation. Will High-Flying Tech Fly High Again?
Here is the thing that's worrying me the most. I don't like it when others get really bulled up. The tech bubble bust is in its early infancy. Energy stocks are still pretty ridiculous to be priced here. For further details see: What Are My Worries And Where Are We H...
On a year to date basis, again, energy is the top-performing sector up 31.7% followed by financials, communication services, industrials and materials. Year to date, technology continues to slip in performance and is now negative for the year down .7%. The economic data also suppo...
The technology sector is best for growth investors, but could also offer a safe haven for income investors. If you want to find dividend payers among tech stocks, your best bet is in the semiconductor industry. Companies that were once growing rapidly through technology breakthrou...
There are some extraordinary things that are going on that we have not seen in a long, long time. As we think about what the implications for portfolio construction are, we first need to ask ourselves what is the role of the different asset classes in the portfolio. What if inflat...
More tech-heavy momentum names underperforming the cyclical names sensitive to economic growth. Steepening yield curve indicates much stronger growth this year. Craig: With global cases falling and vaccine rollouts, likely to see a mini boom in summer time. For further detai...
Tech is not in a bubble, even if it feels like it is. In a structurally risk-on environment, people aren't looking for reasons not to invest, they're looking for justifications to invest. There's a very real chance that as FAAMG continues to grow, we don't have a major market corr...
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There have been record numbers of new investors entering the market in the past two years, fueled by a variety of factors, not least of which is the greater ease and lower cost of doing so. According to a recent survey by Investing.com, 86% of new investors in 2021 plan to increase thei...
College is not cheap, as Iʻm experiencing firsthand at the moment. But one thing that has made the payments a lot more manageable is the fact that I started investing a long time ago, specifically for college, when the kids were wee ones. It doesnʻt take a huge initial investm...
The technology sector has been the most impressive part of the stock market for some time now -- certainly over the past decade as it provided the propulsion for the longest bull market in U.S. history. How things will play out over the next 10 years is impossible to know, but experts expec...