by Jonathan | Dec 17, 2023 | Short Takes
WSJ shows how Apple, Microsoft, Alphabet, Nvidia, Tesla, Amazon and Tesla jumped 23% in 2023, twice the index’s rally as a whole. The Magnificent Seven stocks have swelled to represent about 30% of the S&P 500’s market value, according to Goldman Sachs Global...
by Jonathan | Dec 7, 2023 | Short Takes
“Just as we evaluate whether or not a state or local government is continuing their investment in their physical infrastructure, we are also looking to see that continued investment in their IT software,” Lee said. LA schools even sold bonds to cover IT upgrades. From...
by Jonathan | Sep 14, 2023 | Short Takes
From WSJ. Trading starts tomorrow. If I have left cash in my E*trade account I’d be buying. As is I won’t unload other holdings to get in on the IPO. But I’ll get me some eventually.