The bottom line is the same as it was last month
As Antitrust Probes Ramp Up, Facebook, Amazon, Google Investors Should Fear These Charts
For now, most observers will likely scoff at “breakup risk”, but…
It was not a great session on Wall Street.Â
FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML
What $694 billion in AUM has to say…
Mike Wilson, Chicago Bears ‘Fanatic’, Basks In Glory Of Selloff Call In Highly Amusing New Note
“…and no, our view is not influenced by our Chicago Bears fanaticism.”
It’s autopsy time.
If You Already Sold It All, You Don’t Need To Hedge…
Right up until Wednesday at lunchtime, there was a lot of fear out there.
Rotten Apple: When One Company Becomes Synonymous With The Macro Story
Sorry to employ a bad (and horribly obvious) clichÃ©, but…
On The Nasdaq: A New Nightmare
Quick! Somebody buy some iPhones!Â
Bad Apples, Fading FANGs And Macro Fund ‘Nukes’
Another tough day for the most crowded trades on the planet.
A Nightmare On The Nasdaq
Welcome to your new nightmare.
As Hedge Funds Face Redemption D-Day After ‘Red October’, Loeb Exits Facebook, Warns On Tech
Day of reckoning for hedge funds looms after worst month since 2011.
Tautologies, Perpetual Motion, Amazon And Alphabet
The titans must not fall.
And Behold, The Nasdaq Crashed.
“Hello darkness, my old friend.”
Netflix Beat – Now Chill.
Is this enough to make Tuesday’s rally sustainable?
Tencent’s Hard Landing Is Stark Reminder Of Tech’s Fallibility
It’s time to quote Howard Marks again…
Assessing ‘Narrow’-Mindedness In Markets
FAANGs and such.
Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%
“The market has just been getting narrower and narrower.”
‘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.”
The Devolution Will Be Televised.
Of ironies, tragicomedy and FANG corrections.
Bad Breadth And An ‘Unusual Combination’
“Obvious” things, anomalous environments and tempting the market gods.
‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter
“We havenâ€™t seen this disastrous a print since the 1Q16 LNKD-massacre that brought the entire NASDAQ down.”