Articles About Trading and Investing

Here’s What to Do About New Crypto Regulations, the Chip Shortage, and Elon Musk’s Move

0 | By Strategic Tech Investor Staff

President Biden last week announced his long-awaited executive order on the cryptocurrency market, and we actually expect this will be a bullish development for crypto and digital assets – good news in a country where some 40 million investors have some exposure. We’ve been leading the crypto charge since 2013, when Michael first recommended Bitcoin. We’re particularly excited about the opportunities created by an American central bank digital currency (CBDC) – a new way to potentially use digital money that’s all but certain to catalyze new, better, and faster business and commerce. You can go here to get up to speed on all our fintech research.

The Fed, Big Tech Earnings and CHIPS for America

0 | By Michael A. Robinson

What a week we just had with the Fed coming out hawkish and based on the weekly performance of the Nasdaq you would have never guessed that Microsoft and Apple both released impressive earnings. Azure, Microsoft’s cloud business, grew 46% YoY and Apple service business did $19.5B in revenue, up 24% YoY. This is huge growth for companies’ worth over a trillion dollars and once again shows that quality tech is a great place to invest. This week is equally important with Google earnings on Monday, Facebook on Tuesday, and Amazon on Wednesday. If we see strength in the major cloud divisions from Google and Amazon, it could really set a positive tone for the rest of earnings season.

Squid Game Didn’t Save Netflix and Upcoming Tech Earnings

0 | By Michael A. Robinson

Squid Game was not able to save Netflix from a disappointing earnings report which caused the stock to sell off roughly 20% overnight. A big part of the reason was lower than expected guidance and a fading idea that they can continue to stay cash-flow-positive post-pandemic. This week we have Apple Inc. (AAPL) and Microsoft Corp. (MSFT) reporting earnings which will be a much bigger indicator on broader tech for the quarter.

Inflation and The Refreshed Semiconductor Market

0 | By Michael A. Robinson

Last week we got a lot of news. We saw Inflation rise 7% over the past year, the highest since 1982, a million cases a day of Covid, and a very impressive earnings report from Taiwan Semiconductor that shows again why we are focusing on high-quality stocks. We’ve talked about the semiconductor industry a lot recently and given how the business is starting to shift from a secular market to a cyclical one, semis could be in favor for a while. We’re watching Seagate Technology Holdings Plc (STX) and ASML Holding N.V. (ASML) earnings this week to see the follow-through. If they report strong earnings, it could be a good sign for the rest of the industry.

New Picks for the New Year, Fed Taper, and CES

0 | By Michael A. Robinson

It has been a tough start to the year with the Nasdaq already down 5%, but this drop could be setting us up for another strong year. We know what the Federal Reserve wants to do in regard to tapering quantitative easing and interest rates, and we can make educated decisions based on that knowledge. This means we need to focus on high-quality companies that are growing earnings and doing it in a profitable way. Not much is happening in terms of tech earnings and so we are going to be keeping a close eye on good setups. That means we are not buying anything into weakness right now as many stock valuations are still inflated.

These Three Tech Companies Are Your Best Plays to Start 2022

0 | By Michael A. Robinson

The market may seem highly uncertain right now, but as I look back at my forecast columns for the past few years, something jumps out at me that’s always the same.

No matter what was in the headlines – bad jobs reports, stock market corrections, slowing economic growth – tech was the place to be.

You don’t have to take my word for it. I have the empirical data to back it all up.

Just look at the returns of the tech-centric Nasdaq over the last five years. It’s up 183%. That beats the S&P 500 over the period by 74%.

I mention that because once again, I’m telling investors that tech will lead the market this year.

Yes, I know that fears of recession and possible new Covid economic restrictions have lots of investors worried.

That’s why I’m focusing this year’s forecast on three tech sectors that will offer investors outsize gains in the year ahead.

Today, I want to show you the three picks you should focus on for 2022…

Stabilizing Markets Headed into 2022

0 | By Michael A. Robinson

It looks like the markets have somewhat stabilized after the Federal Reserve commentary regarding tapering and interest rates. We are keeping it light for the last week and watching how high growth tech stocks perform before we go into the new year, especially with the Omicron variant. Many stocks are down 20-40% from highs, and the new year could setup some good buys for us.

Fed Taper, Log4j, and more Semi’s

0 | By Michael A. Robinson

The markets went from red to solidly green last week after the Fed announced steps to wind down its Covid-era stimulus policies and curb surging inflation. That was unfortunately reversed the very next day as markets went red right from the open. It looks like rising interest rates fears could keep many high-growth tech stocks from clawing back big losses.

Retail Sales Numbers, the Chip Shortage and DeFi

0 | By Strategic Tech Investor Staff

The big question is; will Black Friday sales give a big enough boost to beat U.S. retail sales numbers that come out on Wednesday. There is definitely a possibility that this number looks good as supply chain issues have pushed consumers to buy products early to prepare for the holidays. We also once again expect a significant amount of volatility as more details emerge regarding the Omicron variant and inflation fears remain at the back of people’s minds.