I’ve committed gallons of digital ink to the noble cause of documenting the scope of,
Matches: Full Week Ahead Preview
There are lots of matches just waiting to be struck.Â
Push Your Chips.
Art of the walk-back.
How Micron Beat Trump’s Huawei Ban
“Life, uh…Â finds a way”.
Trump To Big Tech: ‘If Anybody Is Gonna Sue You, It Should Be Me!’
“Well, we should be doing this. Theyâ€™re our companies.”
And Then, Things Really Started To Go Wrong…
Things have taken a wholly unfortunate turn into month-end.
When The Chips Are Down
Semis are now synonymous with the overarching macro narrative.
Elizabeth Warren: ‘My Administration Will Break Up Facebook, Google, Amazon’
“Itâ€™s a great storyâ€Šâ€”â€Šbut also one that highlights why the government must break up monopolies.”
Apple’s Main Chipmaker Delivers Dour Outlook, Underscoring Smartphone Worries, Growth Concerns
In case you needed any more evidence…
Analyst Who Called Tech Selloff Says ‘Rolling Bear Market Is Complete’, But No All-Clear Just Yet
Remember: none of the above is in any way, shape or form “influenced” by Mike’s self-professed “Chicago Bears fanaticism”.
It was not a great session on Wall Street.Â
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.”
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…
Remember The Dollar Funding Squeeze? It’s About To Get Worse…
Something to ponder.
Apple Under Pressure Again As Goldman Says Pricing Power Is Lost, While Target, Boeing Get Smoked
“The laboratory of the market now points to Apple being at the limit of their price premium for the iPhone.”
On The Nasdaq: A New Nightmare
Quick! Somebody buy some iPhones!Â
Let’s Talk About Nvidia, Which Was Kicked Off Goldman’s Conviction List On Friday
Obviously, the market could have done without Nvidia’s stumble after the bell on Thursday.Â
Here’s A Quick Note On Apple, David Tepper, Facebook And PG&E, Just Because
There’s good news and bad news for beleaguered shares of Apple – but mostly bad.
‘Even Messier’: Nomura’s McElligott Conducts Post-Mortem After Bloody Monday On Wall Street
“A sloppy situation within the U.S. Equities space is getting even messier”.
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.