Fallen FAANGs, Nasdaq Wipeout, Value Rally Mark 2022 for Tech Stocks
Investors will remember 2022 as year when narrative around Big Tech finally cracked, ending years-long stretch of powerful market leadership.
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Pain Due for Managers Clinging to Tech, BofA’s Subramanian Says
Money managers largely still prefer internet and software companies over oil and gas producers.
The 'Exceptionalism of Technology' is Probably Over for the Stock Market: Goldman
Strategists at Goldman Sachs less likely to outperform by a stronger magnitude than other S&P 500 components in the coming years.
Hedge Fund That Beat 99% of Peers Places Contrarian Bet on Meta
As Big Tech reels from the blow of higher interest rates and slowing growth, one top-performing hedge fund manager is going against the tide.
The U.S. Shale Boom Is Officially Over
Days of explosive growth in U.S. shale oil production are over. American oil production is rising, but at a much slower pace.
Billionaire George Soros Punishes Rivian
Soros continues to invest in auto sector, which is in the process of abandoning gas cars in favor of electric cars.
Higher Rates Mean ‘Bonds Are Back,’ JPMorgan’s Michele Says
Investors are finding value in bonds for the first time in a decade as higher interest rates make fixed-income attractive.
