BVTV: Tech in 2018 vs 2000 – ‘don’t look back in anger?’
Last time I was on BVTV, we touched on how Apple’s market cap is rapidly approaching that of all Europe’s banks combined, prompting me to focus in on the tech sector today, as I try to answer some of the questions that we are most frequently asked by clients. In particular, what are the similarities and differences between 2000 and 2018, and why is momentum (aka hope) currently winning out in the epic battle of earnings vs hope? Tune in as I take a look behind the scenes at what’s driving developments in the sector.
The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.
16 years of comment
Discover historical blogs from our extensive archive with our Blast from the past feature. View the most popular blogs posted this month - 5, 10 or 15 years ago!
Get Bond Vigilantes updates straight to your inbox