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38,000
The DJIA rose to a new record high of 38,001.81 today (chart). The DJTA is lagging behind the…
Technology
23 posts
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público
Market Call: Three Scenarios
We now see three possible historical precedents for the economy, the Fed, and the stock market's performance ahead:…
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NVIDIA Leads The Way
Nvidia led the stock market higher today after the world's most valuable chipmaker announced new desktop graphics processors…
público
Are Stock Valuations Rerating?
The economic news today was very good. But the stock market sold off sharply for the second day in a…
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Another Tech Wreck?
The market chose to go down today on Google's disappointing Q3 earnings report rather than Microsoft's…
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Bull Market or Rally in a Bear Market?
Our short answer to the question posed in the title: "Bull market." The S&P 500 rose…
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Chips Are Hot Despite Recession Fears
Semiconductor investors didn't get the recession memo. They have anticipated the industry’s improvement for many months. The…
público
Disintermediation: New Problem For The Fed
Yesterday's sell-off in the stock market was led by bank stocks. It was mostly triggered by fears that…
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US Production and LEI Signaling Softish Landing
There was a tiny hint of a manufacturing recession in May's industrial production index, which was reported today.…
público
Tech Has Had a Rough Year, but What Comes Next?
The front cover story of the May 30 BusinessWeek is titled THE GREAT TECH ROUT (linked below). Might this be…
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Comparative Tech Wrecks
Are we experiencing Tech Wreck 2.0 similar to Tech Wreck 1.0 of the early 2000s? That's unlikely. The S&P 500 IT sector's market-cap share soared to a record high of 32.9% during March 2000.…
