Big Tech Correlation
By admin_45 in Blog

Big Tech Correlation

Four companies – Microsoft, Apple, Google and Amazon – are 14% of the S&P 500. Their weightings: MSFT (4.3%), AAPL (3.9%), GOOG/L (3.0%), and AMZN (2.9%). If they were their own “sector”, these 4 names alone would be more important...

Deep Tracks From Friday’s Jobs Report
By admin_45 in Blog

Deep Tracks From Friday’s Jobs Report

Friday’s Jobs Report was one of those mythical “Goldilocks” releases that bullish investors dream of, so let’s dig into our favorite deep tracks from the release: #1: African American unemployment We have long argued (based on academic...