Don't look for a breakthrough where there is no breakthrough; don't look for a cliff where there is no cliff.
This is the new good mantra from Cramer especially when referring to the Tech sector.
"Stay with consumers" - he says. China's exports to the US increased last month, and even though Amazon hired a staggering number for temp workers for the holiday season, we will have to wait and see.
In the other side of the coin, there is Google looking for the next breakthrough. This is a a major change for recent history since Intel created its venture capital arm. Risk management is being done at the top of the major corporations while they look to seed new ventures. This makes them hope to become a solid investment in one hand, but it challenges the traditional investment analysis. The question is - Can they do better than the market on their quest? History says no.
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