Technology is the New Macro
Joshua M Brown
These were the most read posts on the site this week, in case you missed it:
That’s a monster stock, one of the greatest runs of all time for a large tech company.
I spent last night combing through your 140 book recommendations, checking out descriptions and reviews. I also screened out the ones I’ve already read. What I’m left with are 24 books that I want to read. I tried to mix up literature with biography with history with business / finance. There’s even some sci-fi. But…
Last July, I unveiled what I thought could be the most important technology stock in the world going forward live on my show The Halftime Report. That stock was NVIDIA (NVDA) and it went on to become the best performing stock in the S&P 500 for 2016. I don’t have the original clip, but here’s…
It will always be tempting to believe you can have your cake and eat it too
…recognize what we do know and what we can’t know….
The implications of this sort of absurd tribalism for investors and markets are obvious