X

tech

Stand-Down By The Fed Has Put The Bottom In For Emerging Markets

April 4, 5:00 pm EST The slowdown in China spooked global markets late last year, and have since spooked global…

The Script For Stocks Continues To Look Like Another 2016

March 7, 5:00 pm EST Stocks continue to back off after completing a full recovery of the December declines. Here's…

Why We Won’t See Another Big Silicon Valley Internet Giant

November 2, 5:00 pm EST If you are a regular reader of my daily notes, you'll know I've suspected we…

The War Against ‘Winner Takes All’ Tech Dominance Is Underway

April 2, 7:00 pm EST As we've discussed, the proxy on the "tech dominance" trade is Amazon.  That’s the proxy…

Stocks On Path To Test February Lows, Led By Peaking Tech Giants

March 27, 4:00 pm EST The sharp swings continue in stocks, with the bias toward the downside.  And as we've…

The Simple Math For Another Big Year Ahead For Stocks

December 28, 12:00 pm EST While the President's pro-growth plan had some wins this year, it was a slow start.…

When The Algos Hit Stocks, It’s A Buy

December 1, 2017, 4:00 pm EST Stocks fell sharply this morning, but recovered nearly all the losses from the lows of…

Is Bitcoin An Investment?

November 29, 2017, 4:30 pm EST The adoration for Bitcoin has been growing by the day, though no one understands how…

Silicon Valley Has Been The Best Place To Get Rich Over The Past Decade

  October 23, 2017, 4:00 pm EST Forbes has just ranked the top 400 richest people in America for 2017. Among…

Why The Power Is Shifting Back To Wall Street From Silicon Valley

  June 16, 2017, 4:30 pm EST                             …