Big Tech Archives - Shareplicity

15 Dec Macro Musing, 2023 Outlook & How The Mighty Have Fallen

Posted at 04:39h in Australian Shares, Banking stocks, Big Tech, Corporate earnings, Economics, Inflation/Deflation, Interest Rates, Technology shares, Technology shares, Tesla, US Shares

Part 1: Macro Musing and 2023 Part 2: How the mighty have fallen Macro Musing and 2023 As anticipated, macro-economic factors – inflation and rising interest rates – have led the markets in 2022. Inflation has proven to be higher than expected a year ago and the ensuing cash...

01 Dec 2022 outlook, Is the music still playing?

Posted at 01:11h in 21st Century Investing, Australian Shares, Big Tech, COVID, Economics, Economics and Politics, Technology shares, US Shares

Macro overview Make no mistake there is a very noisy chorus of doomsters in financial markets. Some so negative that they are either sitting in 100% cash or using financial products (options, bear funds, buying the volatility index) to protect their portfolios against a 20%+ downside...

07 May Big Tech – opportunity knocking

Posted at 01:48h in 21st Century Investing, Big Tech, Corporate earnings, Economics, Inflation/Deflation, Investing, Technology shares, US Shares

I want to talk about Big Tech. In 2015/16 I restructured my SMSF share portfolio. I sold my Australian bank shares in 2015 and I was looking to diversify my share holdings into more secular growth themes and decided to start investing directly in the US...

15 Dec Macro Musing, 2023 Outlook & How The Mighty Have Fallen

01 Dec 2022 outlook, Is the music still playing?

07 May Big Tech – opportunity knocking

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