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Technology companies comprise a record 23% of the S & P 500. However, a strong argument can be made that tech comprises over 50% of this marquee average if the descriptive nomenclature is ...

13 May, 2020

Is a new theme arising? For many years market participants have been rationalizing the valuations of profitless companies. Was We Work the proverbial straw that broke the camel’s back? ...

25 October, 2019

The fourth Democratic debate produced nothing of significance as the candidates continue to map out their very progressive agenda. As I commented yesterday, I do not think the country is this far left and I again ask is how will the candidates switch their...

16 October, 2019

The S & P 500 slid for the fourth time in five sessions. Equities were initially flat with attention focused on the impeachment drama until the announcement that the US is unlikely to extend a waiver allowing American firms to supply China’s Huawei Technologies....

27 September, 2019

Barron’s wrote yesterday US technology firms are and will continue to bear the grunt of the trade war. In my view this is just the acknowledgment of the obvious given the current supply chains and methods of production for ...

16 August, 2019