The meltdown of former high-flying "momentum" stocks has accelerated recently, and investors are being treated to a barrage of bearish commentary declaring that the plunge in these stocks is just the leading indicator of the arrival of a long-overdue catastrophe.
In particular, there is a contingent of commentators whose stated view...
Wednesday, April 16, 2014
Investment Climate, April 2014 -- “WhatsApp?”
We recently published our latest quarterly Investment Climate update for April, 2014, entitled "WhatsApp?"
You can also read previous Investment Climate updates here, and Taylor Frigon whitepapers here.
At the time of publication, the principals of Taylor Frigon Capital Management did not own securities issued...
Thursday, April 03, 2014
Fed over-steering, 2008 through 2014
The Federal Reserve Open Market Committee (FOMC) and Fed Chair Janet Yellen recently released two statements which reiterated their "overall commitment to maintain extraordinary support for the recovery for some time to come." While financial markets rallied on each of these statements, we believe that the Fed has really...
