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Markets surge on China trade offer

Markets surge on China trade offer

China offers six-year import boost in trade talks with US. Yahoo Finance's Adam Shapiro, Julie Hyman, Heidi Chung, Mark Senseman - The Wealth Consulting Group CIO and Yousef Abbasi - Global Market Strategist, at INTL FCStone...

The Attention Economy Is a Malthusian Trap

The Attention Economy Is a Malthusian Trap

On September 28, 2018, tech died. That’s according to a widely circulated eulogy prepared by Vincent Deluard, a strategist at INTL FCStone, a financial-services company. “If technology is everywhere, the tech sector no longer exists,” he wrote. “If the tech sector no...

The tech sector is over

The tech sector is over

As Deluard points out (emphasis ours); If technology is everywhere, the tech sector no longer exists. If the tech sector no longer exists, its premium is no longer justified: on a forward P/E basis, the premium for the Nasdaq 100 index over the S&P 500 index has...

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