Published March 3, 2023

While the stock market broadly has struggled the past month, there are underlying signs of strength. This is not currently a stock market where all boats are rowing in the same direction. (more…)
Published March 3, 2023

While the stock market broadly has struggled the past month, there are underlying signs of strength. This is not currently a stock market where all boats are rowing in the same direction. (more…)
Published January 19, 2018

The stock market’s near non-stop rise over the past two years has been led by the FAANG stocks – Facebook, Apple, Amazon, Netflix, Google (Alphabet). This handful of tech/consumer heavyweights accounts for well over a third of the market-leading Nasdaq 100 (QQQ). They have risen between +50% and +140% since the beginning of 2016, the start date of the current rally. While the rapid ascent and overwhelming near-monopoly power of these transforming companies is well-known by all stock investors, there is another very big company that eclipsed them all … and by a wide margin. (more…)