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
How Recency Bias Has Created Risks -- and Opportunities -- for Tech Investors
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.
5 Places to Find Deals as the Tech Sector Sees a Reckoning
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.
4 Things to Like About the Tech Sector...And 4 Things to Be Worried About
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's Latest Server CPUs and GPUs Show How a Bigger R&D Budget Is Paying Off
AMD now has a lot more resources to invest in areas such as chip packaging, software and specialized products.
Apple, Amazon, Google, Microsoft and Meta's Earnings: What Stood Out
While labor shortages are a short-term problem for Amazon, Microsoft thinks they could be an opportunity.
Intel's Earnings and Guidance Feature More Good News Than Bad for Chip Stocks
There are reasons why AMD and many chip equipment stocks closed higher on Friday, even as Intel's shares tumbled.
5 Reasons to Like Amazon's Stock at Current Levels
For investors with medium or long-term horizons, there's a lot to like about the e-commerce and cloud giant.
Higher Yields and Other Factors Might Spell a New Environment for Tech Stocks
An environment in which valuations matter more and dip-buyers can't always be trusted to save the day is one in which it could help to pick one's spots carefully.
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.