June 26, 2023
Year-to-date, market indices have rallied significantly, led by the magnificent seven. As of this writing, the Nasdaq 100 is up 36%, whereas the S&P 500 is up 13%. Despite the rally in the indices, not all stocks have participated. 2022’s winning sectors have been laggards and are reasonable hunting grounds for bargain stocks for 2023. In the first half, market […]
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June 26, 2023
Last week we discussed US manufacturing being in a phase called Industry 4.0, continuing an evolutionary process that is now around 260 years in the making. From the spinning jenny and steam engine, we now have artificial intelligence (AI) and the industrial internet of things (IIoT). By the way, last week we also predicted that […]
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