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FAANGs

Jonathan Todd
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We're getting closer to a vaccine - what does that mean (if anything) for tech?

By Jon Todd in finance on 09 Nov 2020

As long expected, the reaction to the most positive COVID-19 news we've had is a big value rally. While the Nasdaq trades basically unchanged in the first session after the Pfizer news, the small cap Russell 2000 was up over 5%. The iShares S&P 500 Value ETF $IVE…

Breakups (of big tech) are hard

By Jon Todd in tech on 14 Oct 2020

Breaking up Big Tech is a big ask, while spinoffs might actually be more valuable than keeping them…

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