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‘Serious Problems’

June 26, 2020June 27, 2020

Simply put: The economic, market, and societal cross currents are strong right now.

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(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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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’

Here’s A Quick Note On Apple, David Tepper, Facebook And PG&E, Just Because

November 14, 2018November 14, 2018

There’s good news and bad news for beleaguered shares of Apple – but mostly bad.

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As Hedge Funds Face Redemption D-Day After ‘Red October’, Loeb Exits Facebook, Warns On Tech

November 9, 2018November 9, 2018

Day of reckoning for hedge funds looms after worst month since 2011.

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Jack Dorsey, Sheryl Sandberg, Congress Spend Wednesday Explaining How Little They Know About Propaganda

September 5, 2018September 6, 2018

Hopeless.

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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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The Devolution Will Be Televised.

July 30, 2018July 30, 2018

Of ironies, tragicomedy and FANG corrections.

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Bad Breadth And An ‘Unusual Combination’

July 28, 2018

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

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Mutual Funds Prove ‘Smarter’ Than Hedge Funds On Facebook

July 27, 2018July 27, 2018

But don’t worry, David Tepper is fine.

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‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter

July 26, 2018July 26, 2018

“We haven’t seen this disastrous a print since the 1Q16 LNKD-massacre that brought the entire NASDAQ down.”

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#Delete Facebook

July 25, 2018October 14, 2021

Menlo, we have a problem.

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‘DO NOT CONGRATULATE’! Mark Zuckerberg Made ‘Secret’ Call To Trump After Election

July 19, 2018July 20, 2018

And that’s not even the half of it.

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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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Goldman: Tech Is Not A Bubble.

June 4, 2018

Phew. Glad that’s settled.

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‘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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Keep. It. Together.

April 26, 2018April 26, 2018

K.I.T.

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Bad Things Come In 3s.

April 23, 2018

This was just the kind of day that makes you dread the rest of the week.

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Jeff Gundlach Shows Up At Sohn Dressed As The Joker, Touts Facebook/Oil ‘Pair Trade’ That’s Just As ‘Risky’ As His Suit

April 23, 2018April 23, 2018

For anyone who wants to trade like Jeff by shorting Mark Zuckerberg and going long oil producers, just know that Jeff does call it “a fairly risk” idea. Much like that goddamn clown suit.

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oil1 Comment on Jeff Gundlach Shows Up At Sohn Dressed As The Joker, Touts Facebook/Oil ‘Pair Trade’ That’s Just As ‘Risky’ As His Suit

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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‘FANGs Are A Fairyland, The Sector Is Almost Fake’: Analyst

April 5, 2018April 5, 2018

“I think the really interesting thing is it shows sort of the kind of fairyland that FANGs have been operating in.”

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Never A Dull Moment.

April 4, 2018April 4, 2018

If this were a reality TV show, the ratings would indeed be “tremendous”.

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So What Happens Next? Global Risk Sentiment Could Be ‘Fragile’

April 1, 2018April 1, 2018

Who knows! That’s the fun of it, right?

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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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