The new episode of my podcast went up today
Search Results for: "cloud computing"
tHe sToCk MarKeT is iGnorInG tHe rEaL EcONomY
Or…and hear me out…the stock market is doing its best to reflect the “real” economy. The real economy, however, has moved online. Companies that dominate online business also dominate the stock market’s capitalization. This is what the real economy currently looks like now, via Bank of America Merrill Lynch’s credit and debit card spending data:…
Nothing Matters til the Playoffs
Which is why earnings season for the S&P 500 actually begins this week.
S&P 500 stocks with year-to-date gains
Charts
The Most Disruptive Trend of the Decade
What would you say was the most disruptive trend of the 2010’s decade ending today?
We’re running out of superlatives for Amazon
Whoa.
Crypto Shorthand
A guide to know your crypto
Clips From Today’s Halftime Report
Cloud computing is the driving tech rally: Trader from CNBC.
Be good…just not too good
Be Humble is probably not a bad look right now in the tech world.
The Most Important 24 Minutes of Your Year
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…
