Tencent’s Hard Landing Is Stark Reminder Of Tech’s Fallibility
It’s time to quote Howard Marks again…
Category: nasdaq
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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Time To ‘Get Wet’: Morgan Stanley Says ‘Proper Rain Storm’ May Be Coming For Tech And Small Caps
The first shall be last.
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Requiem For A Rally: 2018’s First Half In Charts
Remember January?
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No Dice.
Try again.
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Family Time.
Lots and lots of “winning.”
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When Doves Try.
This is what it sounds like.