Newsletters2025-01-04T07:54:08-05:00

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Current Market Conditions and Valuing Big Tech

July 17, 2019 | Back then, I pitched Micron Technologies and Alibaba which are two companies I’m currently invested in. I’ve also talked about them on the show. Since then, I’ve received a lot of feedback on both picks...

Current Market Conditions and The Trade War with China

June 10, 2019 | With the trade war escalating, the stock market has taken a severe hit. One way to handle this is to question if it’s a good time to invest now that stocks are cheaper, or if it’s a bad time as the outlook for stocks has worsened.

Current Market Conditions and Cloning The Best Investors

May 17, 2019 | Mohnish Pabrai is not shy to call himself a “cloner.” Every quarter, he’s the happiest when the stocks the greatest investors bought are revealed. The last quarterly update was this May 15, and you can check it out here.

Current Market Conditions and Growth Rates

March 19, 2019 | Consider a new generation of companies like Amazon and Alibaba. Despite the enormous size of the company, Amazon grew their revenue at an annual rate of almost 30% over the past three years. Alibaba is close to 50% annually.

Current Market Conditions

December 27, 2018 | What a month is has been for the stock market! On December 3, the S&P500 was trading at 2,790. Yesterday, before the market opened, it was trading at 2,351 — a drop of nothing less than 15.7%, only to bounce back...

Current market Conditions and Big Tech

December 11, 2018 | The biggest tech stocks including Google, Facebook, Amazon, Apple, and several others have nosedived recently. It’s tempting to make a comparison to the “Nifty Fifty"...

Force Multiplier

January 18, 2024 | A program meant to accelerate the transition from fossil fuels is helping put cash in renewable energy companies’ pockets by selling tax breaks to corporate giants like JPMorgan.

Crowded Trade

January 17, 2024 | In Bank of America’s surveys of investment fund managers since 2017, U.S. tech stocks (aka “Magnificent Seven”, big tech, Nasdaq, FAANG, etc.) have frequently been reported as the “most crowded trade” in markets.

Space Farming

January 16, 2024 | Our Chart of the Day (in the section above) shows that Chinese growth remains a top concern for the global economy.

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