After a correction in the wake of Russia’s invasion of Ukraine, interest rates have resumed their uptrend with the 10 year treasury yield jumping 14 basis points to a 52-week high of 2.14% Monday. As I’ve discussed many times of…
I’ve been writing a lot lately about opportunities in early stage growth or what I have termed “the leaders of the future”. I regret that I haven’t been more forceful in emphasizing that it’s too soon in what I expect…
The market is bifurcated into the mega cap tech stocks that have held up well so far – and thus propped up the indexes – and the smaller but still important stocks that have already suffered brutal bear markets. My…
The market is bifurcated into the mega cap tech stocks that have held up well so far – and thus propped up the indexes – and the smaller but still important stocks that have already suffered brutal bear markets. My…
The market is bifurcated into the mega cap tech stocks that have held up well so far – and thus propped up the indexes – and the smaller but still important stocks that have already suffered brutal bear markets. My…
As I wrote this morning in the context of Shopify (SHOP), the market is bifurcated into the mega cap tech stocks that have held up well so far – and thus propped up the indexes – and the smaller but…