Back in August 2018, Fortune magazine ran a cover story that received a lot of attention at the time. Titled “The End Is Near,” the feature column laid out a base case for the next recession that, while making perfectly good sense, didn’t pan out as predicted, at least not yet. The article claimed in […]
There is no denying the desire among investors to reduce portfolio weightings in technology stocks. The tug-o-war between growth and value has had most tech stocks on the ropes for the better part of a month, with the most recent two weeks putting material downward pressure on the tech torch bearers. They include FAANG stocks […]
Much of the market’s performance is highly tied to the current narrative, be it bullish or bearish or a mixture of both, depending on the headlines that move markets and influence investor sentiment. The first week of 2022 showed just how powerfully rooted the current investor mindset is focused on inflation and rising bond yields. […]
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