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Recessions are arguably the largest risks to the market because they cause the largest drawdowns in stocks. They’re often accompanied by general deleveraging, a run on a bank, a large change in...
Just two short days from now, Donald J. Trump will take the oath of office and become the 45th president of the United States. Open questions remain about some of his post-inauguration plans,...
There’s a lot of chatter in the media right now about the valuations of small cap stocks, and why not? They’ve surged 14% since the election, as measured by the Russell 2000 Index. So it’s easy to...
Robots are perfect villains. Mechanical, metallic and merciless. Now they’re getting a software upgrade. And they’re coming for your job. Much like the Gilded Age – when industrialization in the...
The car business is about to take us all on a wild ride. Autonomous vehicles will challenge industry business models. Electric propulsion will challenge the global economy. I talked last week...
The $300 billion Chinese trucking market is filled with long hauls and chaos. The government and technology firms are betting that self-driving 18-wheelers are the solution. Earlier this month...
Microsoft (MSFT) suddenly is about more than spreadsheets and stale PowerPoint presentations. It’s about making innovative products that drive narratives about the future of computing. The...
Google wants to change the way we interact with technology. The fact that tech journalists and Wall Street analysts love its new smartphone doesn’t hurt either, by the way. The new Pixel...
Based on our ratings of 886 U.S. Information Technology stocks, 13.9 percent of them are a BUY, 27.4 percent are a HOLD, and over half of them (58.7 percent), are SELL rated. Here are the top...
OPEC is continuing its price-war strategy against U.S. shale, an effort reaffirmed just last week when Saudi Arabia’s energy minister said his country’s output strategy “is a reliable policy and...