08-23-2016, 10:50 PM
As the U.S. stock market moved higher Monday, experts differed on the right move for investors to make. For John Stoltzfus, chief investment strategist at Oppenheimer Asset Management, cyclicals are the place to be, noting that defensives have been overvalued for quite a while. "The economy is doing better, the Federal Reserve is showing remarkable sensitivity — we expect they're going to raise once this year just to keep animal spirits in check, and that will probably happen in December — so we want to own cyclicals," he said in an interview with CNBC's "Power Lunch."
With market highs, here's where experts are putting their money
The second-longest bull market in history has driven stock valuations sky high. High valuations present a challenge for investors concerned about risk: Should they stick to their plan, change their investment strategy or sit on the sidelines in cash? A Goldman Sachs analysis, for example, found that the median stock trades in the 99th percentile of its historical valuation.
Portfolio management in the time of record highs
I switch browsers a lot. In the past few years, I’ve bugged friends about the joys of switching to Chrome, Firefox, and Safari. I briefly sang the praises of Edge, though I may have been drunk. I think I even tried Opera at some point. Every time I switch, I say the same thing. “It’s so much faster! The speed usually lasts about a week. This change happens so slowly that I don’t even notice, until a few months later, I reach a new breaking point. A crashed tab. A hung page. Then I’ll try another browser. “It’s so much faster!” I’ll tell myself, and repeat the cycle again. I need to stop doing this. The truth is, every browser sucks eventually. And it’s not necessarily the browsers’ fault. It’s mine. It’s yours. Our browsers suck, and it’s our fault.
Every Web Browser Sucks Eventually, And It's Your Fault | Digital Trends
During late August here in the United States, it can start to feel like everything is moving a little bit slower. In the case of your apps, that may actually be the case. Earlier this year, a San Francisco company called Apteligent released a report based on internal data that suggests app performance slows by 15 percent in the summer. The report identifies humidity as the culprit, though the company can’t say for sure based on their data why the extra delay occurs.
Are Your Apps Sluggish? Blame Summer - IEEE Spectrum
The crazy thing is, even though these images come from a time when technology was barely able to fake the on-screen action, we are now on the cusp of the real thing. We’re entering an age that will enhance who we are as humans in ways that go well beyond these cultural clichés. Here’s where the art and science of human augmentation is today, and a tantalizing peek at where it’s going in the not-too-distant future.
DT10 The Human Body | Digital Trends