First Huawei, then TikTok and last week, WeChat: we are navigating stormy seas when it comes to the US-China relationship. It all seems very arcane to an average person. After all, it is easy to find a replacement for TikTok. We don’t use Huawei and WeChat as ordinary Americans. But when the blowback comes, it … Continue reading US-China Tech War: Apple is in the eye of a hurricane.
Here is a quick snapshot of the stock performances of key technology companies over the past year, from Aug. 8, 2014, to Aug. 7, 2015. And here are a few takeaways: Oracle, Intel and HP are in the red, because clearly the market thinks they are part of the legacy Silicon Valley and are slowly ceding their … Continue reading What This Chart Says About the Tech Sector
There are times to make money. This is a time to not lose money. I think it is a nervous time. I’m not saying go short. But don’t be super long either.”– David Tepper, who runs Appaloosa Management (a hedge fund) and made $3.5 billion last year via Fortune Magazine. I am often skeptical of … Continue reading Stock Market Nervousness