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Category: facebook

Amazon, Tesla, Facebook And Investing In ‘The Future’

March 28, 2018March 28, 2018

“…to all you Marty McFlys out there”…

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9 Comments on Amazon, Tesla, Facebook And Investing In ‘The Future’

The Day The Robots Died.

March 27, 2018March 27, 2018

R.I.P.

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7 Comments on The Day The Robots Died.

#YOLO

March 26, 2018March 26, 2018

…so buy that dip!

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1 Comment on #YOLO

Hide The Women And Children.

March 23, 2018March 23, 2018

“Tremendous” things are happening.

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oil4 Comments on Hide The Women And Children.

‘Long FAANG’ Is The Most ‘Crowded Trade’ (Again): Fair Warning

March 21, 2018March 21, 2018

Oh, good. 

The new edition of BofAML’s Global Fund Manager survey is out, which means we get a fresh look at what folks told Michael Hartnett about the “most crowded trades”.

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Leave a Comment on ‘Long FAANG’ Is The Most ‘Crowded Trade’ (Again): Fair Warning

‘It’s A Big Deal, And He Knows It’: Zuckerberg To Speak As Analysts Ponder ‘Delete Facebook’ End Game

March 21, 2018March 21, 2018

“The coverage, like the stock drop, is brutal”…

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Leave a Comment on ‘It’s A Big Deal, And He Knows It’: Zuckerberg To Speak As Analysts Ponder ‘Delete Facebook’ End Game

Nomura Unveils The ‘4 Triggers’ That Will ‘Burst The Data Bubble’

March 20, 2018March 20, 2018

Whether that’s a good or bad thing for society is an open question and largely depends on how regulatory action is justified and who it is that’s doing the regulating.

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5 Comments on Nomura Unveils The ‘4 Triggers’ That Will ‘Burst The Data Bubble’

Some Hedge Fund Folks Are Probably Hoping The Facebook Situation Doesn’t Get Worse

March 20, 2018March 20, 2018

I’ll tell you what, if this Facebook debacle continues to spiral out of control, it’s going to be interesting to read some of the fund letters…

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hedge fundsLeave a Comment on Some Hedge Fund Folks Are Probably Hoping The Facebook Situation Doesn’t Get Worse

FTC Probing Facebook, Shares Dive

March 20, 2018March 20, 2018

FACEBOOK EXTENDS LOSS TO 2.3% ON REPORT OF FTC PROBE

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Leave a Comment on FTC Probing Facebook, Shares Dive

Tech ‘Triple-Whammy’: Beware A Domino Effect

March 20, 2018

Here we are a day on from some Facebook-induced market mayhem and it looks like everyone is in wait-and-see mode. Who can blame them?

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3 Comments on Tech ‘Triple-Whammy’: Beware A Domino Effect

Cambridge Analytica Does Not Use Entrapment, Bribes Or ‘Honey-Traps’, Ok?!

March 19, 2018March 20, 2018

“In which we learn about how CA helps candidates around the world, like by bribing their opponents and sending them hookers.”

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3 Comments on Cambridge Analytica Does Not Use Entrapment, Bribes Or ‘Honey-Traps’, Ok?!

Train Wreck.

March 19, 2018March 19, 2018

Monday was a train wreck from start to finish.

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6 Comments on Train Wreck.

‘Enough!’ A Disgusted Cramer Tells A British Nobleman He’s Selling Facebook

March 19, 2018

“I don’t want to get up in the morning'” and see a bad headline every day.”

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7 Comments on ‘Enough!’ A Disgusted Cramer Tells A British Nobleman He’s Selling Facebook

Facebook Could Face ‘Trillions’ In Fines: Is This The Beginning Of The End?

March 19, 2018

Ok, I’ll say it: this is fucking bad. Really bad.

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10 Comments on Facebook Could Face ‘Trillions’ In Fines: Is This The Beginning Of The End?

Tech Shares Look Like They Want To Collapse As Facebook Jitters Weigh

March 19, 2018March 19, 2018

It looks like this might turn into something of a shitshow for Facebook over the next several days and that will of course weigh on tech and the broader market more generally if the losses worsen. 

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4 Comments on Tech Shares Look Like They Want To Collapse As Facebook Jitters Weigh

Facebook Bombshell: 126 Million People Or 1/3 Of The U.S. Population Saw Russia-Backed Election Content

October 30, 2017

“…”the shared content which reached 126 million Americans was likely hard, if not impossible, for users of the social media platform to identify as originating from Russia.”

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11 Comments on Facebook Bombshell: 126 Million People Or 1/3 Of The U.S. Population Saw Russia-Backed Election Content

Not Every FANG Made Goldman’s Super- Awesome New Growth Stock Team

October 25, 2017October 25, 2017

No, you should not buy growth at any price.

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1 Comment on Not Every FANG Made Goldman’s Super- Awesome New Growth Stock Team

‘Do You Accept Rubles?’ Facebook Admits 10 Million People Saw Russia-Linked Ads

October 2, 2017

“Weren’t some of these ads paid for in Russian currency? Why didn’t your ad review system notice this and bring the ads to your attention?”

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4 Comments on ‘Do You Accept Rubles?’ Facebook Admits 10 Million People Saw Russia-Linked Ads

‘Facebook Has Been Weaponized By Aliens’

October 2, 2017October 2, 2017

“However reluctantly, Zuckerberg is recognizing the not-so-nice aspects of our ever-more-interconnected world.”

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Monthly Letter+

  • Reinventing Wheels

    April 23, 2023May 2, 2023

Week’s News

Don’t Short A Bubble

May 25, 2023May 27, 2023

Nvidia Scores Historic One-Day Value Gain On ‘iPhone Moment’

May 25, 2023May 26, 2023

Man Who Downgraded America Weighs In On Debt Ceiling Drama

May 23, 2023May 24, 2023

Corporate America’s New Strategy: Just Say ‘A.I.’

May 22, 2023May 23, 2023

Debt Ceiling Crisis Spotlights Democracy’s Dilemma

May 21, 2023May 22, 2023

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  • The Path To An A.I. Dot-Com Moment
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  • For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch
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  • Americans Refuse To Stop Spending As Inflation Rises In Worrying Data
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Recent Comments

  • fredm421 on Soooo, Stagflation It Is Then?
  • fredm421 on For A Nation Of Spendthrifts, Americans Are A Gloomy Bunch
  • fredm421 on Americans Refuse To Stop Spending As Inflation Rises In Worrying Data
  • longinTTH on Prospectors, Gamblers And Golden Tickets
  • derek on The Path To An A.I. Dot-Com Moment

Monthly Letters

Reinventing Wheels

April 23, 2023May 2, 2023

Lost At Sea

March 11, 2023April 29, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

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