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This past week, we got to observe Fed Chair Jerome Powell and the US stock market and the US bond market do everything I said they would do in their complicated shuffle of ships-and-icebergs. While bond yields had already begun to rise and compete against stocks, the Fed stayed the co...
The central bank is standing by its new policy commitment, and we believe that is supportive of equity markets. In December, the Fed's "dot plot" indicated that rates would be on hold until the end of 2023. Yields at 1.7%-plus need not be a source of great concern. For furth...
Artificial Intelligence (AI) looks set to become one of the fastest growing trends this decade. Statista: AI global software revenues are forecast to increase about 5x between end 2020 and end 2025. Others forecast AI to grow at a CAGR of 42% to 53%. A comparison of some popular A...
As of Friday, March 19th, 2021, Technology was 26.4% of the S&P 500's market cap. While Apple's market cap weight as of Friday, March 19th, 2021 was 5.76% of the S&P 500, the stock's "earnings weight" was 30.2% of the Tech sector. Apple and Microsoft are the Tech sector wi...
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...
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...
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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...