A fast four weeks has passed since the prior issue of Smart Tech Investor, which has included quarterly earnings reports from most of the major tech companies we follow.  And just as we thought, many of these reports have caught the market by surprise.  While most Wall Street pundits shrug… Read More

The period between the current long macroeconomic wave’s first and second halves has radically changed retail, and Amazon.com (NSDQ: AMZN) has leveraged the rise of the Internet very similarly to the way Dell did during the first half of the wave to dominate the retail space. When the major PC… Read More

Last month’s In Focus article, “Get Your Clicks on Route 66,” introduced the idea that the rise of the Internet during the current macroeconomic long wave is analogous to the construction of the National Highway System during the immediate postwar era (for a detailed explanation of Long Wave Macroeconomic Theory,… Read More

Last week's big sell-off in 3D Printing Systems came as no surpise to us, especially since we recommended it as one of our two featured short sell recommendations just last month.  What does surprise us is the extent to which most investors still don't recognize how much things have changed for the tech sector now that Fed tapering is officially underway, and where the future growth opportunites will be. Read More

Last week the tech sector saw two of its biggest names report disapointing financial results, casting a long shadow over the entire market.  And yesterday's sighting of Punxsutawney Phil's shadow foretold six more weeks of winter, about the same time earnings season will be over and our portfolio recommendations should be bathed in the light of greater clarity. Read More