Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
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Recent Articles By The Author
A softening Chinese economy could be a headwind even if Evergrande is bailed out. However, deals can be found among companies with little or no China exposure.
App Store policy changes could have a 2% to 4% impact on Apple's top line, but probably not more than that. And there are still a lot of variables in play.
Though the Nasdaq is making new highs, it's not too hard to find deals right now among tech companies with sub-$2 billion market caps.
There were positive earnings call takeaways for AWS, YouTube and Microsoft Dynamics, among other businesses.
Just as fears of Fed tightening and a trade war created buying opportunities in tech and elsewhere in late 2018, arguably overblown fears about the Delta variant's economic impact are creating opportunities now.
The new Amazon CEO could choose to invest more in AWS and grocery delivery, and could also break with Jeff Bezos' historical aversion to stock buybacks.
The current memory up-cycle still has a ways to go. And with Micron's stock having tread water for several months, its risk/reward looks compelling.
Many stocks with nosebleed valuations shot higher in response to Fed policy becoming more hawkish, while many quality cheaper names sold off.
Following many years of big growth-stock gains and low inflation, some are dismissing credible risks much too easily.