nasdaq

Is this the start of a "financial accident" or a healthy, garden variety pullback? We aim to find out.

Plus, Desmond gives his thoughts on why NVIDIA may not be overpriced.

The Goldilocks scenario has enjoyed a big rally this year, blissfully ignorant of the three economic bears returning home

If you ever needed confirmation that the real economy is not the same as the stock market, today's reality provides that confirmation.  On the economic side, the...

The extreme AI-led rally in US Mega-caps has got many wondering if they've missed the boat. The reality is the boat hasn’t been built yet.

Growth investing is a new game with new rules and new players

It has been a year to forget for many technology investors. The NASDAQ 100 is down nearly 30% year-to-date. The poster children of this decline, the US FAANG stocks,...

Do technology stocks generate better returns than non-techs? The conventional wisdom hints that they do. Business Insider (22 July 2022) encapsulates it: tech stocks...

You could be forgiven for thinking technology stocks are in a death spiral. While researching this topic, my Google searches were almost always accompanied by terms...

Shares have had an awful start to the year. Portfolios are bleeding and savers are scared. Forget about making money, the problem is holding on to it. For years US...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and post on Twitter. The purpose of this post is to add extra colour...

The intersection of a tragic conflict in Ukraine and the global macroeconomic flow-on effects, on top of rising inflation even as the Omicron threat recedes, have...

My beat at Fat Tail Investment Research is looking for beaten-up/out-of-favour ASX 200 stocks and analysing the macroeconomic environment. Having a good grip on macro...

In a bull market investors are well rewarded for “buying the dip”. As a share market sets new all-time highs, as most global share markets did through 2021, the bulk...

After two years of largely uninterrupted asset price gains, January provided a rude awakening for many investors. And it wasn’t just profitless tech stocks that took a...

Whether it's a ploy to shake off the bad publicity (and regulatory scrutiny) that has hounded Facebook over the past few years, or a new desire to be known as more...

The market was down early, but news that China’s central bank boosted its daily liquidity injection, plus confirmation that Evergrande had reached an agreement with...

“We don't go online anymore. We exist there”. This is a phrase used by Jay Brown, CEO of Crown Castle America’s largest provider of communications infrastructure. With...

From dodging growth traps in global markets to navigating the maze of global small and micro-caps and hunting down defensive property assets, top stock-pickers from...

The facial recognition systems that unlock smartphones and the software behind online search engines are just two examples of how artificial intelligence has already...