This is not a victory lap; because we are not even close to being done here. However, before the weekend settles in and everyone is out to dinner, I’d like to remind you that to panic in the face of moderation is to shrink from one’s duties as an investor. This just in from $MSFT:Microsoft...Read More

I thought this was interesting, hard to make a bear case with numbers like this. Note that $AMZN is categorized as “services” inside Stocklabs, which is why sales are so high for the sector.Aggregate revenues for tech was +9.3% (not all of Q4 data is in); hence the PE of 27x.Where do valuations stand on...Read More