Page 7 - Technology Bubble News Today

We’ve described the past several years’ stock market as a seesaw in which the “market” was the fulcrum of the seesaw.

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Investors appear hopeful the Fed will soon return to a policy of cheap and abundant liquidity while ignoring repeated warnings.

With inflation still in the early innings, we expect market volatility to continue—but we’re certainly closer to the end with opportunities starting to emerge among oversold assets.

US and Global markets recoiled from the higher inflation/CPI data last week. The US Fed raised interest rates by 75bp on June 15. Read more here.

The economy and stock market will continue to grow in 2022 but will feel the effects of...

“Transitory” was not a word generally associated with investing until the Fed started to use it to describe its recent forecasts for inflation. 

May 5, 2021 In some of our previous updates, we have discussed how value is now outperforming growth on a relative basis. Now, we do not want to beat a dead a horse when we talk about this topic, as we have discussed it many times, but over the last 10 years, it has been a very rare occurrence to seen value outperform. When we think of growth stocks versus value stocks, there is a definition, which is more related to the underlying companies: value companies typically have low price-to-book v...

March 3, 2021 Renowned investor Charlie Munger recently suggested today’s speculative market was luring inexperienced individual investors into short-term trading that would ultimately harm their wealth. Mr. Munger has successfully invested through many cycles and his opinions deserve investors’ respect and attention. Instead, his comments were derided as those made by an old guy who does not understand today’s more modern markets. Everyone should cringe at such ageism not only because ...

January 19, 2021 “…the most dramatic thing that’s almost ever happened in the entire world history of finance.” – Charlie Munger when discussing the current stock market environment. There is a saying in the investment world, “You might know when you are in an investment bubble but still have no clue when or how it pops.” As we end 2020, we know we are in a bubble. We have no idea when it will pop, or what pin will pop it. There is another saying, “The market tends to deliver ...