After years of very strong performance, technology and growth stocks have had a much more difficult time in the last 18 months. Many of the highest multiple names are now…
Tag: technology stocks
The End to the FAANG Era?
With the tech-weighted Nasdaq down over 25%, many of the high-flying tech names from the last decade have watched their stock plunge this year, reports an article in Fortune, including…
Tech Stock Rout A Loyalty Test For Wood’s ARK
Cathie Wood’s belief that the high-risk, cheap ETFs traded by her ARK Investment firm will undoubtedly rise again is backed up by many loyal investors who are willing to go…
Facebook and Alphabet Up as Apple and Netflix Fade
Last year’s synchronized surge in FAANG stocks has faded as investors look beyond the pandemic. This according to a recent article in The Wall Street Journal. “It is a far…
History Says Big Tech Stocks Could Fall
Today’s FAANG stocks are likened to the Nifty Fifty of the 1960s and 1970s–a group of well-known stocks that “everyone loved despite wildly high valuations that had little basis in…
Room to Run for Tech Shares, Says $507 Billion Fund
Technology stocks can see more gains, even amid a market rotation toward value, says Principal Global Investors. This according to a recent article in Bloomberg. A portfolio manager at the…
No Value Explanation for ‘Exorbitantly Priced’ Tech Stocks, Says Research Affiliates
A new study by Research Affiliates shows that even some growth stocks are too expensive even after including intangible assets. This according to a recent article in Institutional Investor. “Mega-cap…
Watch Out if Bond Yields Rise in this Tech Heavy Market
The current, tech-top-heavy market is concerning not just because it relies on a few stocks, but because it relies “on a few very similar stocks.” This according to an article…
Should Investors Embrace Tech Valuations Instead of Criticizing Them?
Tech stocks recently reached a record high after rebounding from their March low, according to a recent Bloomberg article that adds, “The stock market is not the economy, but it…
Seven Mind-Blowing Charts from the COVID-19 Crisis That Deserve Your Attention
By Justin Carbonneau (@jjcarbonneau) They say a picture is worth a thousand words. The pictures and charts outlined below may actually be worth much more: 30 million unemployed.$7 trillion on…