U.S. Tech Stocks Are Leading Market Higher.
The S&P 500 remains just short of formidable resistance at its 200-day MA. Yet, there are signs of continued breadth improvement. Technology...
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Obscuring the True Cost of Management (North America)
The accounting rules for equity compensation are deeply flawed. They obscure the true cost and imply there is no impact on cashflow. In reality,...
447 Views
U.S. Equity Strategy: Cyclicals Remain Leadership - Staples & Utilities Are Strengthening
Investors continue to prefer the stability of the U.S. relative to emerging markets. The recent declines recorded in emerging markets and their...
455 Views
U.S. Strategy: Sentiment Improving, Upgrading Manufacturing
On cue, outperformance last week and yesterday from cyclicals led the S&P 500 to new all-time highs while defensive Sectors lagged....
576 Views
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
1k Views