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Posts By: CC Lagator

CC: You’re Still Smarter Than Your Devices

By - - Equities on October 4, 2016 1:40 PM 0 Follow-Ups
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Dan has written a few posts recently (here, here, here, here) on how the semiconductor industry is adjusting to changing needs for their technology as the world becomes more wired (the internet of things). That got me thinking a little bit about the hype versus reality of some of the examples we’re already seeing in […]

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CC: Star Wars – SCTY, TSLA, SPWR, FSLR

By - - Equities on August 11, 2016 3:35 PM 0 Follow-Ups
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Wall Street has a habit of grouping stocks into sectors. For example, almost every trading day we hear market participants refer to sector performance in areas like semiconductors, retail, energy, banks, etc. This keeps things easy when there’s so much to absorb by the gyrations of the market on any given day. In fact, we […]

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Webinar Recap: Federal Preserve

By - - Webinar on June 15, 2016 2:41 PM 0 Follow-Ups
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Last night (following a technical glitch) we had a nice discussion on the FOMC’s path forward. Much of the panel focused on how the Fed is a bit stuck with the upcoming Brexit vote and it’s dependency on an improvement in the job picture since the last NFP report. We specifically addressed what that means […]

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