The conundrum of the stock market going down ahead of Jackson Hole confounded me. With a market that had been headed down every day, except for deep cyclicals and housing-related stocks, the setup seemed extreme. By the end of the week, the bet was one way: Federal Reserve Chairman Jerome …
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — I’ll start with a chart that caught my eye showing two of the seven semiconductor companies on our Best Stocks in the Market list essentially being …
When the tyranny of the “Magnificent Seven” ended, I always figured the money would go to the rest of tech. I also didn’t think that there would be anything left of the Mag 7 to invest in. They would all be obliterated as part of a source-of-funds move. Club name …
Workers assembles smartphones at Dixon Technologies factory in Uttar Pradesh, India, on Thursday, Jan. 28, 2021. Bloomberg | Bloomberg | Getty Images India has big ambitions to become a semiconductor powerhouse as the world’s fifth-largest economy pushes for self-reliance in manufacturing. Indian Prime Minister Narendra Modi has set numerous goals …