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What do you get when you throw together rising inflation … promises of deregulation … looser lending standards … the potential for bigger dividend payouts … accelerating economic growth … and a...
Just over a month ago, I highlighted the defense sector as a great place to invest in 2017. The key reason: Donald Trump has pledged to unleash the biggest boom in defense spending this country...
Activision Blizzard (ATVI) has cracked one of the codes of the New Gilded Age. It found a way to use scads of digital data to monetize people’s free time. On February 10, the video-game...
There’s quite a lot going on in the Washington political scene, with clarity harder to find right now. That’s why stocks have been somewhat indecisive about which direction ultimately prevails...
I’ve maintained that things look good for the markets, in part because of the new administration’s policies. But we’ve also seen some recent stock market volatility, and it’s easy to worry when...
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...
When there are no ground-breaking developments in the smartphone world, can consumers go back to the old ways of doing things? Like browsing the internet using a personal computer instead of a...
Amazon (AMZN) founder Jeff Bezos has a history of getting big trends right and executing well. His investment in Internet streaming and transport logistics are big ideas. Now he’s ready to...
Facebook (FB) is obsessed with winning. So it brought in a 19-year-old prodigy to change its fortunes in the one demographic group it is still losing. Facebook’s rivalry with Snapchat is...
Janet Yellen’s speech last Friday, highlighted a positive outlook for a near future interest rate hike. She noted that solid performance of the labor market, coupled with positive outlook for...