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  • Deep Research
October 1, 2020

CRYPTO SPECIAL REPORT – Horizen: Web 3.0 Platform Targeting Big Tech Super App Disruption

For a full copy of this report in PDF format, click this link. Horizen (ZEN) (“Horizen”) is a next-generation internet platform structured as a publicly traded Distributed Ledger Technology (“DLT”) cryptonetwork that was launched in Q2 2017. Horizen gives users control over their online data with its blockchain cloud computing platform...

  • Technical Strategy
July 24, 2020

Tech Stocks Hit a Speed Bump; Better Entry Points in Q3 Seen

Tech Technology stocks hit another speed bump this past Thursday following the reversal day that developed on July 13th. That’s two technical shots across the bow to pay attention to, folks. The S&P 500 index Technology sector ETF (XLK) has broken below its 15- and 20-day moving averages for the...

S&P 500 Mega-Caps Not in a ‘Bubble’; Big EPS = Big Mkt Cap

It was a rough week with S&P 500 down 0.3% and with the carnage in the mega-caps. There’s a growing chorus the S&P 500 is significantly distorted by the outsized market cap of the Big 5 tech names (AAPL, MSFT, AMZN, FB, GOOG), now a 22% weight in the index....

  • Signal from Noise
July 22, 2020

If EPS Rises to Pre-Covid-19 Level, XLNX Could See Old Highs

– XLNX stock recovery from March lagging tech and cyclical stocks; we think unjustified – Huawei, slowing 5G rollout fear has dented sentiment; in our Granny Shots portfolio – As sales approach pre-COVID-19 levels, stock could rise to old high, up to 40% rise Xilinx (XLNX), which designs and develops...

Overweight Value, Cyclicals; Favor Tech, Energy, Industrials

In my previous missives about 2020, I outlined our market view from 30,000 feet, so to speak, that our base case outlook is U.S. stocks rise 10% plus—to about 3450 on the Standard & Poor’s 500 index. This is predicated on index earnings growth of about the same amount or...

Yearend Plays: Tech, REITs, Com Services; Value Over Growth

With about two months of trading left in 2019, investors are in a strange position. True, calendar 2019 has been pretty good, with the Standard & Poor’s 500 Index up a robust 20%. However, stocks continue to hang just below the all-time highs, unable to burst through. Even though it’s...

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