AMAT Stock Is Vastly Outperforming the Semiconductor Industry. Here’s Why. Sam Bourgi·June 14, 2019Shares of Applied Materials Inc. (NASDAQ: AMAT) peaked at six-week highs this past Tuesday, far exceeding fellow semiconductor...Technology·1 Comment·
Little Hope Left as Trade War Escalates Into a Tech War Christopher Wood·June 12, 2019Christopher Wood writes about the small hope of a U.S.-China trade deal happening, and theorizes about the reason...Global Strategy·4 Comments·
3 Technology Stocks to Shield Against the U.S.-China Trade War Sam Bourgi·June 10, 2019Three tech corps that are among the least likely to be affected by the U.S.-China trade war are...Technology·1 Comment·
HP Surges after Strong Quarterly Earnings Quell Fears of Trade-War Spillover Sam Bourgi·May 24, 2019Shares of HP Inc. (HPQ) rose sharply on Friday after the California-based tech giant reported better than expected...Technology·1 Comment·
A Truce on Trade Between China and the U.S. Christopher Wood·December 11, 2018Strategist Christopher Wood writes about the result of the Dec. 1 truce on trade between the U.S. and...Global Strategy·6 Comments·
Expect Markets to Rally Thanks to Mid-terms and an Impending China Trade Deal Christopher Wood·November 13, 2018Christopher Wood writes about how the markets are expected to rally now that the mid-term elections are done...Global Strategy·1 Comment·
China’s Domestic-Driven Economy Will Insulate it from Trade Warriors’ Attack Christopher Wood·October 22, 2018Strategist Christopher Wood likens US trade warriors' attacks on Japan in the 1980s to their attacks on China...Global Strategy·1 Comment·
US vs China: The Surging Greenback and the Trade War Favour the US Christopher Wood·August 19, 2018Strategist Christopher Wood considers the surging US dollar and the trade war's effect on China's economy....Global Strategy·1 Comment·
US vs China – Is it ‘Art of the Deal’ or Economic Warfare? Christopher Wood·July 3, 2018Strategist Christopher Wood writes about Donald Trump's dealmaking and whether it will lead to all out economic warfare...Global Strategy·38 Comments·