The stock market has had nearly a straight-up move since Christmas Eve. Technology stocks have been especially strong. After the big move, here is the key question for technology investors: “Should you buy, add, sell, trim or even short-sell specific tech stocks now?” The best tool to help answer the
Momentum investors have abandoned common sense and gone mad over a new announcement in the world of video games. Alphabet’s Google GOOG, GOOG has announced a cloud-based gaming service called Stadia. Stadia is meant to be the Netflix NFLX of gaming. Gamers will be able to stream complex games to their screens without needing consoles
The short squeeze that, in part, propelled popular tech stocks higher this year is over. Thus, prudent investors should pay attention to the dichotomy that is developing now. The dichotomy is the interesting contrast between smart money flows and momo (momentum) crowd money flows. Money flows represent the final actions
The 10th anniversary of the secular bull market in U.S. stocks is upon us. An unintended consequence is that some investors have learned the wrong lessons during that time. For prudent investors, the 10th anniversary of the bull is a time to pause, set aside biases and opinions, shift into
In September, the momo (momentum) crowd was euphoric about popular tech stocks. In December, they were panicking about those same stocks and taking losses by aggressively selling. Now the momo crowd is aggressively buying tech stocks again. What if you were taking partial profits or selling in September? What if
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
Human nature is such that nothing teaches us better than the school of hard knocks. Until the last quarter of 2018, many individual investors were fond of making contemptuous comments every time I wrote about the importance of gaining an edge. Of course, professional investors have always known better. In
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
The nature of the media and analysts is such that it makes life difficult for investors. Last September, when the stock market entered a bull trap, the media were promoting analysts who had the most bullish projections. On Christmas Eve, which has turned out to be the low in the
Apple CEO Tim Cook was the last person to know that Chinese consumers weren’t buying iPhones in ever-increasing numbers. That is, if you believe Apple’s public pronouncements and Wall Street analysts. Cook said in a letter to investors Wednesday: “[W]e did not foresee the magnitude of the economic deceleration, particularly