FANG – Heisenberg Report

by therealheisenberg November 13, 2018 1

‘Not The Big Low’: Analyst Who Called February Selloff Stays Bearish As Fund Manager Tech Overweight Plunges To 2009 Nadir

“We stay bearish.”

by therealheisenberg November 12, 2018 1

amazon apple FANG Markets nasdaq tech

A Nightmare On The Nasdaq

Welcome to your new nightmare.

by therealheisenberg November 9, 2018 3

facebook FANG hedge funds Markets nasdaq tech

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.

by therealheisenberg October 25, 2018 3

amazon FANG google growth Markets momentum nasdaq tech

Tautologies, Perpetual Motion, Amazon And Alphabet

The titans must not fall.

by therealheisenberg October 24, 2018 6

FANG Markets nasdaq S&P 500 stocks tech

And Behold, The Nasdaq Crashed.

“Hello darkness, my old friend.”

by therealheisenberg October 16, 2018 1

FANG Markets nasdaq tech

Netflix Beat – Now Chill.

Is this enough to make Tuesday’s rally sustainable?

by therealheisenberg October 10, 2018 2

FANG Markets momentum nasdaq stocks tech

Who’s In The Mood For A Good, Old-Fashioned Momentum, Tech Rout?

More cowbell.

by therealheisenberg August 15, 2018 0

FANG Markets nasdaq tech tencent

Tencent’s Hard Landing Is Stark Reminder Of Tech’s Fallibility

It’s time to quote Howard Marks again…

by therealheisenberg August 13, 2018 0

FANG Markets nasdaq S&P 500 tech

Assessing ‘Narrow’-Mindedness In Markets

FAANGs and such.

by therealheisenberg August 3, 2018 1

amazon apple facebook FANG Markets nasdaq tech

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

Pick a side.

by therealheisenberg August 3, 2018 1

amazon apple facebook FANG Markets nasdaq tech

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

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

by therealheisenberg July 31, 2018 1

FANG growth Markets nasdaq S&P 500 value

‘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.”

by therealheisenberg July 30, 2018 3

amazon apple facebook FANG Markets nasdaq tech

The Devolution Will Be Televised.

Of ironies, tragicomedy and FANG corrections.

by therealheisenberg July 28, 2018 1

amazon facebook FANG Markets nasdaq S&P 500 tech

Bad Breadth And An ‘Unusual Combination’

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

by therealheisenberg July 26, 2018 3

facebook FANG Markets nasdaq tech

‘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.”