In early 2000, tech (along with media and telecom) stocks could do no wrong. They were one decision stocks that took the whole market up with them… until they didn’t as 2000 continued. Reality has a nasty habit of intervening.
Now, once again tech is the safety blanket of choice. Financials and industrials not working out like you hoped? That’s OK, tech will never hurt you. At least not the biggest ones… mostly.
One trend I’ve noticed is that the tech stocks seem to do great as long as…read more
How do we use and learn from stock market history? Why are our portfolios positioned the way they are – tilted toward safe stocks and away from high growth technology and the like?read more
FANG-type (Facebook, Amazon, Netflix, and Google) stocks recently had their worst day ever. Should we care?read more
Somebody must be excited, with markets hitting or beating peak valuations set in 2000.read more
On September 14th, 2007, Northern Rock Bank failed in the UK.read more
The general consensus seems to be that central banks, after unleashing a flood of money over the last several years, are now looking to tighten conditions.read more
Where do we find the answers to the questions we ponder?read more
When looking at the market, it’s always best to understand the environment you’re in.read more
China is a big, and often mysterious, factor in the world’s economies.read more
Apparently Trump has the Midas touch!read more