Whether there's a bubble or not, Adam Virgadamo, a US equity strategist at Morgan Stanley, says investors need to be aware of the alternatives. He writes that technology is contributing to growth and bolstering economic productivity, feeding a secular bull market that dates to 2011 and didn't end with the coronavirus crash.
He adds that the pandemic and its after-effects are only going to speed up that shift as companies look for ways to save money. Many of the companies that are positioned to benefit from that transformation are already outperforming on the stock market, and that, in turn, could help broaden the performance of the market and close the gap between most stocks and Big Tech. That's something most investors would see as healthy even if they're not concerned about a bubble.
Abbiamo riassunto questa notizia in modo che tu possa leggerla velocemente. Se sei interessato alla notizia puoi leggere il testo completo qui. Leggi di più:
Desert sub bunkers
Italia Ultime Notizie, Italia Notizie
Similar News:Puoi anche leggere notizie simili a questa che abbiamo raccolto da altre fonti di notizie.
European stock picks to buy, avoid in COVID recovery: Morgan Stanley - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. If they're sharing this with you now, the time to buy has already passed. Now they're luring in the dumb money. MS is the perfect reverse barometer, whatever they say the opposite must be true.
Fonte: BusinessInsider - 🏆 729. / 51 Leggi di più »
Stock-market crash signal with 30-year record of doom flashing for big tech - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. Rule no. 1. In Investing. Ignore the advice of so called 'experts'. Please more 'why's it so expensive' videos and less 'stock market might drop at some point in the next year, might not, if we really knew we wouldn't be writing for BI' articles
Fonte: BusinessInsider - 🏆 729. / 51 Leggi di più »
Palantir IPO reinvigorates debate over Big Tech-military relationship - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. Don't get into war. Another totalitarian perspective. The appropriation of the means of production for the benefit of the State. That's fascism.
Fonte: BusinessInsider - 🏆 729. / 51 Leggi di più »
Stock market news today: Dow, S&P fall on Trump's COVID-19 test, tech slump - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. Ok
Fonte: BusinessInsider - 🏆 729. / 51 Leggi di più »
Traders say the Softbank 'whale' may be back as options activity spikes for Big Tech stocksMultiple sources told CNBC's David Faber that there was $200 million spent on Thursday morning on call options for Netflix, Amazon, Facebook and Alphabet,
Fonte: CNBC - 🏆 12. / 72 Leggi di più »