Technology
07/27/2020
Is there going to be an everlasting, fundamental shift as the post-pandemic world becomes the new “normal”? For example, we have a pretty good idea that Amazon.com, Inc. (NASDAQ:AMZN) is going to continue to be one of the world’s behemoth companies delivering all items consumers may need. But, is the movie […]
07/24/2020
There’s a big reversal in momentum happening across U.S. equities and especially the NASDAQ (INDEXNASDAQ:IXIC). We know markets have posted an unprecedented recovery in the last couple of months. But how long could that trend continue given the overbought reality, the current coronavirus pandemic data and geopolitical tensions? There is […]
07/23/2020
We are starting to see some bubbles being burst in the top stocks traded on the Robinhood platform since the Coronavirus took hold. …So long Nikola Corporation (NASDAQ:NKLA)…down to pre-IPO levels in under 2 months. Airliners also haven’t increased back to “normal” levels after their short-term rally. What is the […]
07/20/2020
Have you heard of the “Great Rotation”? It’s a fundamental change in investor attitude as traders shift away from equity funds to buying bond funds. Well now, we might be seeing a “Great Mini-rotation” Meaning: a shift from a hot sector into an undervalued sector. Technology stocks have propped up the […]
07/17/2020
There’s been a reversal of fortunes in the stock market in terms of what’s attracting investors attention right now. It’s the first time since February that the non “stay-at-home” stocks have been leading the way. In the short-term and based on momentum studies, the technology sector has also been overdone for […]
06/22/2020
FAANG stocks and the largest technology stocks have dominated in a year of uncertainty (to put it lightly). Their consensus P/E ratios are forecast to be the highest in decades. As the economy has been decimated due to the Coronavirus and company earnings estimates have been hit in correlation, the largest […]
Are You Too Late to the Tech Investment Party?