Just 10 Stocks Accounted For More Than 100% Of The S&P’s First Half Gain
Imagine that.
Category: FANG
‘Out Of Mo”: Why One Man (Chris) Thinks Momentum Stocks And Strategies May See More Downside
Of systematic selling and calendar effects.
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Fly Eagles, Fly.
A listless Tuesday.
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Goldman: Tech Is Not A Bubble.
Phew. Glad that’s settled.
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The Market Has A New ‘Top Tail Risk’ (And The Same ‘Most Crowded Trade’)
Risks aplenty.
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‘The Genie Isn’t Going Back In The Bottle’: The Road To Tech Regulation And What It Means For Markets
Baring the FANGs.
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Terrible Tuesday.
That didn’t go so well.
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Here Are The Biggest Risks Facing Tech
This debate is obviously crucial for the market going forward. Everyone is acutely aware of how important it is for tech high-fliers to avoid an Icarus moment until we finally see the fabled “rotation” back into value or, more simply, until another sector proves it’s capable of taking the baton in this aging bull market.
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‘Maybe There Isn’t A Big Tail Risk’ In Tech (?)
Are the regulatory demons real?
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‘FANGs Are A Fairyland, The Sector Is Almost Fake’: Analyst
“I think the really interesting thing is it shows sort of the kind of fairyland that FANGs have been operating in.”
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Please Mr. Postman.
Tuesday was another day that had a distinctly circus-like character to it…
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Document Study.
Stellar day!
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