Tencent’s Hard Landing Is Stark Reminder Of Tech’s Fallibility
It’s time to quote Howard Marks again…
Category: FANG
Assessing ‘Narrow’-Mindedness In Markets
FAANGs and such.
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Clash Of The Titans: Goldman Takes The Other Side Of Morgan Stanley’s Tech Wreck Call
Pick a side.
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Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%
“The market has just been getting narrower and narrower.”
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‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call
“We have been out on a limb the past month.”
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The Devolution Will Be Televised.
Of ironies, tragicomedy and FANG corrections.
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Bad Breadth And An ‘Unusual Combination’
“Obvious” things, anomalous environments and tempting the market gods.
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‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter
“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
Menlo, we have a problem.
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Just 10 Stocks Accounted For More Than 100% Of The S&P’s First Half Gain
Imagine that.
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‘Out Of Mo”: Why One Man (Chris) Thinks Momentum Stocks And Strategies May See More Downside
Of systematic selling and calendar effects.
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Fly Eagles, Fly.
A listless Tuesday.
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Goldman: Tech Is Not A Bubble.
Phew. Glad that’s settled.
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The Market Has A New ‘Top Tail Risk’ (And The Same ‘Most Crowded Trade’)
Risks aplenty.