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2023-03-20 15:15:00 ET Summary SVB collapse, consequences, and implications for technology. Role of productivity improvement in addressing inflation. What we learned from industrial tech earnings - identifying focus areas within our macro framework. The collapse of t...
2023-03-16 01:24:00 ET Summary The crisis has broader macroeconomic implications and serves as a potent reminder that the banking system, asset markets, and the broader economy are all intrinsically linked via interest rates. Recession risks have increased because of the likelihoo...
2023-03-09 10:14:00 ET Summary For technology stocks, 2022 marked the worst performance year since the bursting of the dot-com bubble in the early 2000s. We are optimistic in the long-term outlook for technology stocks. As the sector looks to rise from the rubble of 2022, we b...
2023-03-09 02:50:00 ET Summary Rates of change matter, especially for tech companies, and we would expect investors to react favorably to accelerating growth. In healthcare, we continue to find investment opportunities in a difficult macro environment. If the U.S. enters a tra...
Summary Fourth-quarter results showed consumers balked at higher prices. Together, Google, Amazon, and Microsoft command roughly three-quarters of the cloud market and we find the soft results for all three to be a potential canary in the coal mine for the economy. We expect the foc...
Summary Outside of a brief period last summer, the Technology sector has seen its relative strength line sit in negative territory for nearly the whole of the past year. While Tech’s relative strength is not as weak as it once was and is closing in on the first positive readings ...
Summary Artificial Intelligence (AI) has garnered a fair amount of hype over the past two months. However, investors may be focusing on the wrong set of companies. In this report, we focus on two areas that we believe are overlooked and offer outsized opportunities: cybersecurity an...
Summary Loosening Big Tech's labor stronghold may help level the global playing field. We believe many of our international holdings will be able to capitalize on dislocated labor markets. International investing offers the opportunity to access markets with technology innovators wh...
Summary Last week, the Federal Reserve continued to decelerate its rate hikes with a quarter-point hike. Investors have been celebrating that the worst is behind us and the prospects of a soft landing in the economy is the base-case scenario. Despite the perceived Fed pivot, the Fed...
Summary As we head into the end of January, technical conditions in major stock indexes are showing a lot of strength. We think a bear market that could easily trim 50% from indexes is in the cards, but timing is everything. We find price action-driven measures more reliable than su...
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2024-07-12 04:59:00 ET The artificial intelligence (AI) industry is still very young, but investors have already observed its incredible potential to create value. Nvidia , for example, added $2.8 trillion to its market capitalization since the start of 2023 alone. However, AI is evolvi...
2024-06-18 05:21:00 ET Artificial intelligence (AI) is creating tremendous value in the market. Last year, the enthusiasm for AI pushed one company, Nvidia , into a multi-trillion-dollar valuation, making it the world's most powerful data center chips for processing AI workloads. Pa...
2024-05-31 20:04:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...