AUTHORS
Eric Jhonsa
Eric has a B.A. in Economics from Columbia University. He can be reached at eric.jhonsa@thestreet.com.
Follow Eric on Twitter: @EricJhonsa
Recent Articles By The Author
5 Thoughts on Where the Tech Sector Stands as China Fears Mount
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.
5 Thoughts on the Apple/Epic Ruling and Its Potential Fallout
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.
4 Small-Cap Tech Stocks With Intriguing Risk/Rewards
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.
4 Takeaways From an Eventful Tech Earnings Season
Some pandemic beneficiaries are seeing growth slow down. But secular and/or cyclical trends remain strong for many other tech names.
Apple, Amazon, Facebook, Google and Microsoft's Earnings: What Stood Out
There were positive earnings call takeaways for AWS, YouTube and Microsoft Dynamics, among other businesses.
The Market's Current Mood Brings Back Memories of Late 2018
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.
4 Ways in Which Andy Jassy Could Put His Mark on Amazon
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.
Micron's Post-Earnings Selloff Leaves the Stock Attractively Priced
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.
Much of Thursday and Friday's Tech Stock Action Looks Questionable
Many stocks with nosebleed valuations shot higher in response to Fed policy becoming more hawkish, while many quality cheaper names sold off.
A 'Boy Who Cried Wolf' Mindset Now Exists Among Many Investors and Policymakers
Following many years of big growth-stock gains and low inflation, some are dismissing credible risks much too easily.
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