The Short and Longer-Term Outlooks For Tech Stocks
November 11th, 2022
A Mixed Near-Term Outlook for Tech Stocks The broad US and global stock markets have been under pressure in 2022, but technology stocks specifically have fared even worse. Year-to-date through September 30th, the S&P 500 has fallen -23.9%, which seems steep until you consider Technology’s -31.4% decline and Communication Services’ (which includes many key technologyRead Entire Article…
How Does the Current Tech Selloff Compare to the Dot-Com Bubble?
June 30th, 2022
Is the Technology-Led Selloff Another Bubble Bursting? Pronounced market volatility during the week of June 13 caused broad U.S. stocks (S&P 500) to post their biggest weekly decline in two years. For the June declines and 2022 as a whole, technology stocks have led on the way down. In April, the tech-heavy Nasdaq Composite indexRead Entire Article…
Is Volatility and Uncertainty Good for Crypto?
April 1st, 2022
Is Global Uncertainty Good for Bitcoin? Cryptocurrency proponents have long insisted that bitcoin and other cryptocurrencies would see their value increase when volatility and uncertainty shook the world. The narrative suggested that when inflation spun out of control, when war broke out, when volatility in the stock market soared, etc., it would be digital assetsRead Entire Article…
Why Tech Stocks Are Getting Hammered
March 18th, 2022
Why are Tech Stocks Getting Hit So Hard? As the Russian invasion and spiraling oil prices continue to roil markets, one category of stocks in particular has taken an outsized beating – technology. With the selling pressure in the first week of March, the tech-heavy Nasdaq officially slid into bear market territory, declining more thanRead Entire Article…
What you should (and shouldn’t) do in this volatile market
February 15th, 2022
Equity Markets are Volatile – What Investors Should and Shouldn’t Do The stock market has been edgy in 2022. The year opened with the S&P 500 reaching an all-time high on January 3. But by the opening of trading on January 24, the index was down -12% from the peak – a steep and suddenRead Entire Article…
4 Tech Trends to Watch in 2022
January 4th, 2022
4 Technology Trends to Watch in the New Year (And Beyond) 2020 was a banner year for many technology companies – the S&P 500 technology sector soared +43.9%, not in spite of, but because of the pandemic. As uncertainty draped over the U.S. economy and as large segments of the population leveraged technology to workRead Entire Article…
Big Tech companies are the new conglomerates
December 17th, 2021
How Technology Companies are Becoming the New Mega-Conglomerates For decades, companies like Johnson & Johnson, General Electric, and Dupont were widely known in the U.S. as expansive, do-it-all conglomerates. The goal was not to make one product or provide one service. The goal was to deploy savvy management and leadership teams across multiple industries, establishingRead Entire Article…
Has the Tech Boom Peaked?
September 17th, 2021
Is the Tech Boom Finally Peaking? Technology companies have enjoyed a remarkable run of growth and stock price appreciation in recent years. When the pandemic shut down the global economy and led to a sharp two-month recession, technology companies were hardly fazed. Many leading technology companies even saw an uptick in growth during the earlyRead Entire Article…