Technology, markets and strategy
Clear, practical analysis of emerging technology, digital businesses, investment trends and the forces shaping tomorrow’s economy.
A diversified technology portfolio is not just a longer list of tech tickers. Here is a practical way to size, spread, and maintain tech exposure without letting one sector dominate...
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Quantum computing is a real investment theme, but it is not a simple bet on the future of computing. Here is how to separate genuine opportunity from hype, timing risk,...
Higher interest rates usually pressure tech stocks and startup valuations because they raise the discount rate applied to future...
A technology stock valuation is an attempt to translate a company’s story, economics, and risks into a defensible estimate...
AI, tokenization, and increasingly personalized investing platforms could make markets faster and more convenient. They could also make bad...
For most beginners, a plain-vanilla tech ETF is usually the better starting point. This article explains why, when individual...