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It should now be clear that the migration to cloud computing is still in its infancy. While investors should look for opportunistic entry levels for all of the major firms, the new leadership...
So, which markets and assets “won” 2020? That’s a trick question; the answer is “all of them.” As this enlightening Wall Street Journal story notes, one of the most trying years in recent...
This is probably going to sound ridiculous, in a “Woodward’s garage freak” sort of way. But, here goes ... Someone on our staff — who’s in a position to see things like presidential campaigns’...
It’s election time and investors are making the same mistake they always make … setting objectives based on who sits in the White House. On Tuesday, Bespoke Investment Group put out an...
Gold had a tough week, ending near two-month lows. Now, the babbling class on Wall Street is rushing to put the gold rally in its coffin. Don’t believe it! Gold ALWAYS zigzags. And there are...
Digital technologies are transforming everything, including television viewing.  Roku, Inc. (Nasdaq: ROKU, Rated “D”), an open media streaming platform, is in position to dominate what comes...
Just as we pointed out last week with retailers, restaurants have a similar “adapt or die” feeling among them. Americans love going to restaurants. It’s about the experience and the ambiance. ...
U.S. consumer spending, which accounts of two-thirds of the economy, plunged at an annual rate of 34.6% in the second quarter. It was, by far, the worst in history. U.S. auto sales are also...
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...
When the pandemic first struck, we knew it would change the world forever. But we couldn’t have known exactly how ... Now, the picture is becoming crystal clear, and the implications are HUGE. ...