Nobody likes the Sword of Damocles hanging over them — certainly not if you are China, the second-largest economy in the world. Oil used to be the lifeblood of the economy, but no more. The lifeblood of the modern economy is semiconductors. (Please see “Investors are misplacing threats to the U.S. stock
Pitchmen (and pitchwomen) are in high gear selling the next revolution: 5G cellular wireless. The train is leaving the station, and investors must jump on board now — so goes the typical pitch. Is your skeptical antennae going up? They should be. Selling “revolutions” works when stocks are in an
U.S. President Donald Trump and Chinese President Xi Jinping have declared a trade truce. And stock market bulls are encouraged. So this is a good time for prudent investors to look ahead and plan. Before I discuss a potential plan, let’s start with a chart. Please click here for an annotated chart
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 surprise announcement by President Trump of imposing new tariffs on goods imported from Mexico does not change a previously prescribed action item for investors. Let us examine this issue with the help of a chart. Please click here for an annotated chart of a Nasdaq 100 ETF QQQ. Similar
President Trump’s ban on supplying technology to Huawei, the Chinese telecom giant, is spreading beyond U.S. shores. Companies in Europe and Japan are beginning to halt some shipments to Huawei. The reason is that the underlying technology is American technology. I will explain later in this column about the next
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
Think what you may of President Trump, but there is an undeniable fact. If you watch the stock market as closely as I do, you would notice that Trump often has impeccable timing to prop up the market. The timing of his latest announcement hit the bull’s eye. How so?
Apple’s stock has been climbing. The sentiment is bullish. The company is cash-rich. The stock is inexpensive, and any China trade deal may give Apple’s stock a push. What’s not to like? When looking in the past, investing seems easy. Predicting the future is notoriously difficult. To be successful, analyzing
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