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
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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
A lot of tech stocks report earnings in the days to come, and by this time next month the investing landscape could look very different. If you haven't placed your bets yet, now might be a good time to do so. Read More
Will the announcement of Microsoft's next CEO push the stock higher or lower? We think ultimately there is only one way out for the company, and once that becomes apparent to the rest of the world the stock should shake out of its doldrums. Read More
A lot of fortunes were made as a result of construction of the National Highway System by farsighted entreprunuers who recognized the enormous increase in demand for food, gas and shelter for its travelers that it would create. Its too late to capitalize on those 20th century success stories, but you can still cash in on the next generation of tech companies that have set up shop along the offramps of the Information Superhighway. Read More
2014 should be nothing like 2013, as the onset of Fed tapering will slowly reveal the true winners and losers. Read More
Only one long (buy) recommendation is currently below its limit in our Equity Trades Portfolio, but we have three short (sell) recommendations that are ready to go right now. For more buy recommendations from our Investments Portfolio please refer to the Portfolio Update from last week's issue of Smart Tech 50 Weekly Movers. Read More
It was only one month ago that we launched Smart Tech Investor, but we have already experienced some very nice gains and have many portfolio stocks still below their buy limits. Read More
The new year got off to a rough start for Jeff Bezos of Amazon.com, illustrating just one of the potential risks of owning a stock that is priced for perfection. Read More