Investing Classes and Strategies

Global Technology Shares – Reckoning Still Approaching?

One year ago, doitinvest.com opinionated that a retreat on the technology shared prices was coming. Now in 2020 the technology shares marched to new heights. The tech-heavy Nasdaq index increased with almost 25% year-on-year, leaving critics scratching their heads. So where did we and other analysts get it wrong?

In my view, there were several factors in play:

** The macro environment changes

The technology advances did not only increased productivity in many sectors, it also entrenched and legitimized many players. FANG companies are now an implicit part of many companies’ strategies and operations. Most services companies are now seeing cloud operations as a must-have.Read More »Global Technology Shares – Reckoning Still Approaching?

US Tech Shares – Reckoning Approaching?

Who says share investors are rational? I mean, beyond a handful of Nobel for economics winners (Merton & Scholes, Akerlof et co.).
Today’s US technology shares were rattled by two tweets from President Trump. No numbers mentioned, only acid comments on China – and the own-elected FED Chairman. The technology shares plunged immediately an average of -2,5%, whilst other US indices went down:

US Tech Shares snapshot Aug 2019, doitinvest.comRead More »US Tech Shares – Reckoning Approaching?