The past week has seen the market rocket higher on hopes for a massive $2 trillion economic stimulus plan that would try to help consumers and businesses get through the tunnel of productivity and financial devastation that this pandemic has created.
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As financial markets begin to thaw, global leaders build consensus on how to address this pandemic, options of potential interim treatments for Covid-19 surface and the framework of economic relief starts to firm up (even though it won’t be enough), the stock market be...
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To say that the coronavirus has infected the stock market would be to state the obvious. Less obvious is the answer to the question; what’s the antidote?
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The Big Idea
Any time you have a fragmented market where there are a lot of buyers and sellers that have a hard time getting together there is an opportunity for a software-enabled marketplace to grease the wheels of commerce.
We’ve seen this concept work emerging...
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The only news anybody seems to care about is the coronavirus. While that’s clearly a concern and not something to take lightly, I don’t think it changes the bigger picture trend that stocks are the place to be over the coming years.
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Regarding the here and now, we’re starting to see signals that we could have a market dip, which would be entirely normal given that it’s only had two small retreats since stocks began racing higher in September.
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Individual stocks continue to move around based on earnings reports and, for the most part, things appear to be quite good. Many management teams aren’t yet sticking their necks out and issuing rosy guidance for 2020, and that’s causing a few dips here there...
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Back to the market, there’s more good news than bad from my perspective. Employment and hiring are good, the lessening of tariffs on $75 billion worth of U.S exports to China is good, interest rates remain low (many economists see a rate cut too)...
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The Big Idea
Fiber optic components are one of the building blocks of high-speed data and communications networks. This market gets a lot of press coverage and investors are generally well aware of fiber optic component suppliers for the telecom and datacom markets.
A lesser but...
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As far as the market goes, there’s no doubt this coronavirus has thrown a wrench into things.
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The message this week is to stay invested but don’t go crazy on the buy side and don’t get scared on the sell side. Just be measured and try not to do anything that’s uncharacteristic of what you would do in a “normal” market.
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The big thing on most investors’ minds is whether or not this market can go higher.
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The market is off to a superb start to 2020 with many growth sectors finding their groove and ripping higher. The S&P 600 Small Cap Index continues to trade above the all-important (my opinion) 1,000 level and we’re seeing participation from a wider of...
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The Big Idea
If you want to find markets where purpose-built software can make life a lot easier look no further than life sciences and high tech.
Both are defined by the ever-present need to develop new products, launch them into the market, appropriately manage through...
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The S&P 600 Small Cap Index, which hadn’t broken above 1,000 for most of 2019, is now comfortably above that level and appears to be heading higher.
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The upward trajectory for growth stocks that was smooth sailing in November has turned far bumpier in December.
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The Big Idea
How psyched would you be if you went to your healthcare provider and they said the following:
“I can make a health optimization recommendation for you, informed not only by the latest clinical trials, but also by local and regional data about like...
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Both large and small growth stocks continue to advance off their October lows despite all the political turmoil from the impeachment hearings.
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The S&P 600 Index just made another run but called it quits at 990 and has turned south.
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I wasn’t expecting that of the seven companies we had reporting Monday through Thursday this week that the average gain would be nearly 9% though. What an intense week. As you’ve no doubt noticed, our portfolio has done well this week.
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