BUG

Election 2024: Economics, Policy And Positioning For A Soft Landing

The U.S. Economy should be resilient in the second half of 2024 and into 2025. The S&P 500 enjoyed a solid start to the year. The main risk for investors ahead of the 2024 election would be to cash out, says Seema Shah. Trade is a clear bipartisan focus for the upcoming election.

BUG: A Measured Stance On Cybersecurity Following CrowdStrike Chaos

The Global X Cybersecurity ETF (BUG) was down slightly after the massive CrowdStrike (CRWD) content update botch last week. The BUG cybersecurity ETF managed to perform fine amid turmoil in shares of CrowdStrike on July 18. I have a hold rating on BUG due to neutral performance trends and a near-30x P/E. BUG's technical chart is generally constructive, and the secular demand for data protection should remain strong.

Tech Sector's Historical EPS And Revenue Growth Heading Into Q2 '24 Earnings

Investors Rotate Out Of Tech Just Ahead Of Big Tech Earnings

Weekly Report: what happened at BUG last week (0715-0719)?

Easing Into Elections

Weekly Report: what happened at BUG last week (0708-0712)?

The Week Ahead - ECB Spotlight As Fed Rate Speculations Drive Market Shifts

US inflation data lower than expected caused a significant selloff in US mega-cap tech stocks and a shift towards riskier areas of the market. The Russell 2000 surged 3.6%, marking its best day in 2024. The highlight of the week was the release of lower-than-expected US inflation data on Thursday. The week ahead brings the European Central Bank and UK inflation data.