More Unbelievable Doug Nolan Quite a bit of Year 2026 theme ammo this week: “Expect the Unbelievable.” How about a hedge fund started in 202...
Chipping away Why American tech stocks are newly vulnerable Recent market turbulence has exposed uncomfortable weaknesses As the panic fades...
How the “Magnificent Seven” misleads Forget the supergroup of stockmarket darlings All models are wrong, goes the statisticians’ adage, but ...
Are tech stocks now good value? Perhaps they are—which will not please their owners As any savvy shopper knows, there is a world of differen...
After the tech sell-off: will growth investors keep the faith? Prominent fund managers nursing heavy losses after a golden age of returns ar...
China’s Golden Tech Grab The authorities’ effort to discipline Chinese tech firms over the last 18 months has been clumsy and highly costly,...
Collision Course Doug Nolan The Shanghai Composite sank 5.1% Monday, fell another 1.4% Tuesday, rallied 2.5% Wednesday, increased 0.6% Thur...
