126%. That’s how much the Philadelphia Semiconductor Index ($SOX) has returned since last May. The S&P 500 Index, over that same stretch? A comparatively modest 25%. I’ve been analyzing markets for a long time,...
Read MoreLet’s be honest, when you hear “Magnificent Seven earnings growth,” your brain probably conjures up an image of seven tech giants all firing on all cylinders. That’s the brand. That’s the narrative....
Read MoreFor most of this century, “investing in space” meant buying Boeing (BA) and squinting. You owned a defense contractor, pretended it was a rocket company and hoped nobody asked questions. The pure-play options were a mix of SPAC...
Read MoreThe quarterly earnings season has officially opened up, and we are ready for it. The season kicked off with most of the biggest names in finance exceeding expectations. Today, I’ll look at earnings reports scheduled for next...
Read MoreThe most crowded trade on Wall Street just got a lot cheaper. For the better part of two years, tech investors were paying nose-bleed prices — forward price-to-earnings (P/E) ratios pushing 40X for the S&P 500 Index’s...
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