Tag: #Back2Work

Cracks in App Store Ecosystem 📱

September 12, 2021 Ryan JueResearch, Weekend Update#Back2Work, #COVID19, #COVIDRecovery, #Crypto

😷 Stalling recovery? #COVID19 delta surge moderating, but worries over #COVIDRecovery momentum rising. Spending data shows slowing growth and company #Back2Work plans continue to get pushed back. 😬 Risk appetite contracting. Market pullback not surprising given huge August gains and post another #Crypto rise and fall. Overall, broad sector weakness as S&P 500 fell almost -2% last week. 📱 App Ecosystem breach. District Court ruled Read More

Value is the new Growth

March 31, 2021 Ryan JueMarket Musings#Back2Work, #COVID19, #COVIDRecovery, #Flight2Safety, #Reopening, #RetailInvesting, #RevengeTravel, #RisingYields

The first quarter of 2021 is a wrap! While the overall S&P 500 is up +6% this year, it’s been a roller coaster if you breakdown the components. Let’s take a look at our overall 2021 theme #Flight2Safety. S&P 500 Value stocks are up +10% YTD. Meanwhile, S&P 500 Growth names are only up +2%. Read More