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“It should be clear for all to see,” wrote Jon Markman in the July 24, 2020, issue of Jon Markman’s Pivotal Point, “that Microsoft (Nasdaq: MSFT, Rated “B+”) was a huge winner in the pandemic.” ...
As far back as I can remember, I’ve always been a strong believer in the importance of cycles. You’d better try to understand them, because all of your timing and often your luck is tied up in...
In the 1990s, Wintel, the partnership between Microsoft’s (Nasdaq: MSFT, Rated “B+”) Windows and Intel (Nasdaq: INTC, Rated “B”) that created the x86 chips, was unstoppable. The two tech giants...
There is a rubric for becoming rich. It’s tried and true, yet most small investors ignore the basic principles. Michael Dell has created billions for investors and himself. Now, he’s at it...
The folks in Washington are wrestling over the size of another stimulus package — it should be over a trillion dollars, potentially even more. In the short term, more “free money” should drive...
Way back when I first started out in this business, around the turn of the century, there was this guy who’d walk around the office saying/asking/blurting, “Are you bull or bear?” He did more...
Investors shouldn’t pay too much attention to politics. It clouds their judgement. That said, something big is happening — a new political talking point is making the rounds on both sides of the...
Crypto markets have been stuck in a rut for the past couple months, with action this week representing proverbial “steps back” from what we saw for the seven days ended July 9. That’s on the...
While Google’s (Nasdaq: GOOGL, Rated “B”) Google Cloud is a distant third in the race to grab large enterprise clients, we are finally beginning to see the outline of its strategy to catch...
With my apologies to Charles Dickens, this is the best of times, the season of light, and the spring of hope — for a select few stocks and sectors. For everyone else, it’s the worst of times,...