There are no changes to the signals from Northlake’s Market Cap and Style models for August. Last month, we shifted to small caps and small cap growth and these signals remain in place. Client positions following the models will remain invested in the Russell 2000 (IWM) and the Russell 1000 Growth (IWO) for at least […]
Facebook (FB) reported a stronger than expected 2Q20 driven by large increases in engagement across its family of properties. Social apps like Facebook and Instagram have seen a huge boost in usage during the pandemic as people stuck at home looked for social interaction. Higher engagement led to more ads being delivered, which overcame a […]
Alphabet (GOOG/GOOGL) reported a good quarter relative to expectations but saw more mixed fundamental trends than the other tech giants including its closest peer, Facebook. There was nothing wrong with GOOG’s quarter but it paled in comparison to blowouts reported by Amazon, Apple, and Facebook and this led to a modest sell off of about […]
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