TOPIC

MAGNIFICENT SEVEN News & Analysis

US tech powerhouse gets big Fair Value upgrade
Stocks
US tech powerhouse gets big Fair Value upgrade
"We view it as a conglomerate of stellar businesses"
Morningstar | 26 August 2024
Magnificent seven stocks slide, valuations looking ‘more interesting’
Stocks
Magnificent seven stocks slide, valuations looking ‘more interesting’
Two of the mega-cap stocks that led the market higher are undervalued.
Morningstar | 06 August 2024
Has the tech rally gone too far?
Markets
Has the tech rally gone too far?
Many observers draw ominous parallels between today’s market and the infamous dot.com bust of 2000. Things are quite different now, but...
Yan Barcelo | 20 March 2024
The magnificent seven: fortune or folly?
Stocks
The magnificent seven: fortune or folly?
An impartial look at these stocks’ long-term prospects.
John Rekenthaler, CFA | 13 March 2024
Magnificent Seven vs. the ‘Granolas’: How does Europe’s version stack up?
Stocks
Magnificent Seven vs. the ‘Granolas’: How does Europe’s version stack up?
‘Granolas’ stocks are profitable, diversified, cheap—and posting big returns.
Jocelyn Jovène | 04 March 2024
The 4 biggest market stories of 2023 — and what’s next in 2024
Markets
The 4 biggest market stories of 2023 — and what’s next in 2024
This year was all about central banks and what turned out to be an “everything rally.”
Morningstar | 18 December 2023
The US tech sector may be in bubble territory again
Markets
The US tech sector may be in bubble territory again
The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 
James Gruber | 21 November 2023
Is this the start of a generational bear market in bonds?
Markets
Is this the start of a generational bear market in bonds?
Bonds are potentially heading for a third straight year of losses, something that hasn't happened over the past 100 years. Is this the beginning of a...
James Gruber | 28 September 2023
The US market could be set for a decade of underperformance
Markets
The US market could be set for a decade of underperformance
The US tech bubble has driven the S&P 500's gains over the past 10 years, and here's why the rest of the world may be about to play catch-up.
James Gruber | 21 September 2023
Lessons from running a fund for 10 years
Funds
Lessons from running a fund for 10 years
Andrew Mitchell of Ophir Asset Management on the key rules of investing, some of the fund’s winners and losers, and where he's finding...
James Gruber | 13 September 2023