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Category: amazon

(Anti)Trust Me – Again

July 23, 2019July 24, 2019

The bottom line is the same as it was last month

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1 Comment on (Anti)Trust Me – Again

As Antitrust Probes Ramp Up, Facebook, Amazon, Google Investors Should Fear These Charts

June 12, 2019June 12, 2019

For now, most observers will likely scoff at “breakup risk”, but…

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2 Comments on As Antitrust Probes Ramp Up, Facebook, Amazon, Google Investors Should Fear These Charts

Trump To Big Tech: ‘If Anybody Is Gonna Sue You, It Should Be Me!’

June 10, 2019June 10, 2019

“Well, we should be doing this. They’re our companies.”

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(Anti)Trust Me.

June 3, 2019June 3, 2019

Bad timing.

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1 Comment on (Anti)Trust Me.

Elizabeth Warren: ‘My Administration Will Break Up Facebook, Google, Amazon’

March 8, 2019

“It’s a great story — but also one that highlights why the government must break up monopolies.”

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6 Comments on Elizabeth Warren: ‘My Administration Will Break Up Facebook, Google, Amazon’

Jeff Bezos’s Net Worth Has Grown By 23 Donald Trumps Since Trump’s Election

February 4, 2019

Who’s the real “Bozo” in this equation?

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7 Comments on Jeff Bezos’s Net Worth Has Grown By 23 Donald Trumps Since Trump’s Election

A Nightmare On The Nasdaq

November 12, 2018October 22, 2021

Welcome to your new nightmare.

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Tautologies, Perpetual Motion, Amazon And Alphabet

October 25, 2018

The titans must not fall.

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3 Comments on Tautologies, Perpetual Motion, Amazon And Alphabet

Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?

October 8, 2018October 19, 2021

“Leadership is definitely concerned.”

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1 Comment on Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?

David Einhorn Is Down 26% This Year And I’m (Almost) At A Loss For Words

September 29, 2018October 17, 2021

“Tragic”.

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Jeff Bezos And The Problem With The Child As Customer

September 15, 2018October 17, 2021

“We’ll use the same set of principles that has driven Amazon. Most important among those will be genuine, intense customer obsession. The child will be the customer.”

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Clash Of The Titans: Goldman Takes The Other Side Of Morgan Stanley’s Tech Wreck Call

August 3, 2018October 16, 2021

Pick a side.

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Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%

August 3, 2018October 16, 2021

“The market has just been getting narrower and narrower.”

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Things Are Going ‘Far Worse’ Than David Einhorn ‘Could Have Imagined’, But At Least He’s Out From Under His Model S Lease

July 31, 2018October 14, 2021

“We didn’t get it then and, truthfully, we don’t really get it now.”

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The Devolution Will Be Televised.

July 30, 2018July 30, 2018

Of ironies, tragicomedy and FANG corrections.

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3 Comments on The Devolution Will Be Televised.

Bad Breadth And An ‘Unusual Combination’

July 28, 2018

“Obvious” things, anomalous environments and tempting the market gods.

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Trump Threatens Antitrust Action Against Amazon, Says ‘Next Up’ He’ll Weaponize The Post Office

July 23, 2018July 23, 2018

“In my opinion”…

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Just 10 Stocks Accounted For More Than 100% Of The S&P’s First Half Gain

June 30, 2018July 6, 2018

Imagine that.

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16 Comments on Just 10 Stocks Accounted For More Than 10016 Of The S&P’s First Half Gain

Trump Calls For WaPo Employee Strike Which Would ‘Get Rid Of Fake News For An Extended Period Of Time’

June 17, 2018June 17, 2018

And also because he wants them to get paid more. And also register as lobbyists.

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2 Comments on Trump Calls For WaPo Employee Strike Which Would ‘Get Rid Of Fake News For An Extended Period Of Time’

Trump, Who Is Not An Autocrat, Told Postmaster General To Double Rates On Amazon

May 18, 2018

But again, he’s not an autocrat, ok?

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3 Comments on Trump, Who Is Not An Autocrat, Told Postmaster General To Double Rates On Amazon

David Stockman Weighs In On Amazon’s Quarter, Calls Bezos A ‘Shark Jockey’

April 28, 2018

“There are only so many malls to destroy.”

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2 Comments on David Stockman Weighs In On Amazon’s Quarter, Calls Bezos A ‘Shark Jockey’

‘The Genie Isn’t Going Back In The Bottle’: The Road To Tech Regulation And What It Means For Markets

April 27, 2018

Baring the FANGs.

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Terrible Tuesday.

April 24, 2018April 24, 2018

That didn’t go so well.

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Breaking The Bank.

April 18, 2018April 18, 2018

Beleaguered banks, commodities on the come up, golf, the usual…

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Go Long.

April 16, 2018

And it’s only Monday.

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Here Are The Biggest Risks Facing Tech

April 14, 2018April 14, 2018

This debate is obviously crucial for the market going forward. Everyone is acutely aware of how important it is for tech high-fliers to avoid an Icarus moment until we finally see the fabled “rotation” back into value or, more simply, until another sector proves it’s capable of taking the baton in this aging bull market.

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Trump Wakes Up, Says Washington Post Is ‘Made Up Garbage’, Swears John Kelly Stories Are False

April 8, 2018April 8, 2018

And remember, when Trump starts tweeting about Amazon again, it has nothing to do with the Washington Post, ok?

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 23, 2023

Fed Delivers Dovish Hike Amid Bank Crisis

March 22, 2023March 23, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

The Swiss Killed The CoCos

March 20, 2023March 21, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

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Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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