A group of small, under-the-radar tech stocks has been outperforming their larger counterparts since June, according to Jim Paulsen, the chief investment strategist of The Leuthold Group.
He recommends that investors tilt their portfolios towards this cohort instead of the larger FANGs, which face a slew of risks including increased regulation.
A combination of valuation, volatility, and performance factors puts these stocks in a more favorable position, he said.
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I see the termites have dined well, and have finally reached Leeds University. Yes, the student union of that school saw fit to issue this tweet today on its Facebook Page (click on screenshot to go there and see replies):
The anti-Semitism here is clear. This is just a celebration of the anniversary of Israel’s founding, not a celebration of Israel’s politics. Nevertheless, the Leeds University Union saw fit to remind students that “some of our members will be unhappy that this event is [...]