technologystocks
In hisDaily Market Notes report to investors, while commenting on technology stocks, Louis Navellier wrote: Treasury ContractsAfter today’s CPI report, Treasury bond yields contracted a bit. This week’s first-quarter announcements by many financial institutions are expected to shed further light on whether or not an inverted yield curve will squeeze financial stocks’ operating margins. Q1 2022 hedge fund letters, conferences and more Technology Stocks Shake OutDespite some profit-taking in technology stocks as Treasury yields rise, it is important to remind investors that interest rates have v...
ValueWalk
One of my favorite reads to start off a new year is Byron Wien’s list of 10 surprises, which he’s published for 36 years. Q4 2020 hedge fund letters, conferences and more While I could spend an entire article debating each point in his 2021 list, today I want to tackle the last part of No. 8: "The equity market broadens out. Stocks beyond healthcare and technology participate in the rise in prices… "Big cap tech… stocks are laggards for the year." Big techs lagging the broad markets this year would indeed be a surprise. But I'm making the opposite bet—that tech will be the year's top-performin...
ValueWalk
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