Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
Follow Eric on Twitter: @EricJhonsa
Recent Articles By The Author
As in recent bear-market rallies, the most expensive stocks tended to outperform the most. This might be a sign that the market hasn't finished delivering some hard lessons.
A lot of business trends still look good for the tech sector, even as demand cools off for some pandemic winners.
Pockets of froth still exist and a bottom might not be in yet, but it's hard to ignore how cheap some tech stocks are getting amid broad, sector-wide selloffs.
Bargains can be found, but there are reasons to think the growth-stock selloff that began in November hasn't ended yet.
Expecting recent trends to continue -- and not looking further into the past for parallels -- has driven a lot of questionable behavior in 2021 from both retail and institutional investors.
The tech sector's tumble might have more in common with the events of 1987 than those of 2000/2001. If this proves the case, some buying opportunities are forming.
In the wake of Monday's tech rout, here are a few things I like about the tech sector at this crazy moment in time, along with a few things that have me concerned.
AMD now has a lot more resources to invest in areas such as chip packaging, software and specialized products.