Big Energy

Energy remains the revenue king. The 21st century will be defined by the manipulation of information. Big Tech is transforming from a tech industry to an industry that sells energy. The energy business requires massive capital expenditures. Energy will be the most dominant business in the world in 2024.

Quality Is Now A Momentum Trade

Weekly Report: what happened at GINN last week (0429-0503)?

Is There A Tech Bubble? Our Current Tech Positioning

BlackRock stays bullish on AI but is looking beyond obvious Big Tech plays

Tech BlackRock stays bullish on AI but is looking beyond obvious Big Tech plays. The world's largest asset manager says the artificial intelligence trend continues to look strong. BlackRock is looking at data center, infrastructure and energy as secondary beneficiaries to the impact of AI as well.

The Perils Of Owning The Wrong Tech Stocks

Home Market Outlook Today's Market The Perils Of Owning The Wrong Tech Stocks. Louis Navellier says the key to reducing risk is to mix technology stocks with energy stocks. The next big opportunity will be boosting electricity and internet speeds. The race to sort winners from losers will influence the upcoming Presidential election.

Weekly Report: what happened at GINN last week (0422-0426)?

Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter

Home Market Outlook Today's Market Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter. Michael Craig, Managing Director and Head of Asset Allocation at TD Asset Management, discusses the outlook for tech stocks and the broader implications for markets.

The Outlook For The U.S. Economy Is Bullish

How vulnerable is the market to an AI swoon? SA analysts share their thoughts

How vulnerable is the market to an AI swoon? SA analysts share their thoughts on the possibility of an AI-related bubble. The market may have over-extended itself amid a frothy market for AI- related stocks. For investors looking to track the artificial intelligence marketplace, look to exchange traded funds.

Weekly Report: what happened at GINN last week (0415-0419)?

Weekly Report: what happened at GINN last week (0408-0412)?

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

Weekly Report: what happened at GINN last week (0401-0405)?

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.

Equity Outlook: Earnings Step Back Into The Market Spotlight

Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. Global equities advanced briskly in the first quarter. Earnings growth is poised to take center stage as a driver of stock returns for wider equity markets, says AllianceBernstein. The market's resilience reflects a potential turning point for equity investors.

Weekly Report: what happened at GINN last week (0325-0329)?

Weekly Report: what happened at GINN last week (0318-0322)?

BlackRock believes positive market momentum will continue, touts AI

Tech BlackRock believes positive market momentum will continue, touts AI. BlackRock says stocks appear well positioned to outperform both bonds and cash in the second quarter of 2024. The world's largest asset manager is focused on digital disruption and artificial intelligence. The firm believes positive momentum in January typically acts as a runup to a positive year.

Taking Stock: Q2 2024 Equity Market Outlook