Does Chinese Pandemic Unrest Mean Big Problems Ahead? Maybe Not, Says Bespoke
The economic and investing impact on China should be small, the firm expects. Hopefully with no Tiananmen Square rerun.
The Problem with Pulling Out of China
Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.
The 5 Companies that Make the Market Go Up or Down
Apple, Amazon, Microsoft, Alphabet, and Tesla make up a core portion of both the S&P 500 and Nasdaq 100.
Why Are Cash-Flush Big Tech Firms Issuing Bonds?
How Value Investing Has Changed
Some growth stocks are now in the bargain category. Hare, welcome to tortoise-hood.
What Were the 10 Best Stocks in the Last 5 Years?
Not all of them are the FAANGs, like pharma firm Eli Lilly.
Why Not to Worry About Slowing Earnings Growth
Corporate profits are falling back to a more normal pace (absent some nightmare scenario intruding).
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
What Will Be the Best Future Tech Plays? Not the Big Five
Apple Is Almost Half of Onetime Tech-Phobe Buffett’s Portfolio
Microsoft Threatens Apple’s Market Cap Supremacy
What Stocks Boast the Strongest Pricing Power to Withstand Inflation?
UBS touts a list of what it thinks are the best companies able to keep demand cranking even as they charge more.
From Goldfish to Whale: Can Upstart Tech Challengers Displace the Big Five?
Disrupters focused on the ‘internet of things’ could be the ones to knock over today’s kingpins. Recall the fates of IBM and other one-time heavyweights.
Is an Equal-Weighted Stock Index Better Than a Tech-Heavy One?
Nope, says Northern Trust’s asset management unit. But they both have big drawbacks.