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Category: tech

One-Week Anniversary Of Hong Kong Euphoria Brings Harsh Reality Check

November 9, 2018November 9, 2018

It was all good just a week ago.

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1 Comment on One-Week Anniversary Of Hong Kong Euphoria Brings Harsh Reality Check

Requiem For October.

October 31, 2018October 18, 2021

Another bad dream.

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Tautologies, Perpetual Motion, Amazon And Alphabet

October 25, 2018

The titans must not fall.

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3 Comments on Tautologies, Perpetual Motion, Amazon And Alphabet

And Behold, The Nasdaq Crashed.

October 24, 2018October 24, 2018

“Hello darkness, my old friend.”

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6 Comments on And Behold, The Nasdaq Crashed.

Glitchy Streaming.

October 17, 2018

“Buffering”…

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Netflix Beat – Now Chill.

October 16, 2018October 16, 2018

Is this enough to make Tuesday’s rally sustainable?

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1 Comment on Netflix Beat – Now Chill.

Tencent Plunges, Logs Record Losing Streak But Don’t Tell Wall Street…

October 11, 2018October 11, 2018

If there’s any stock on the planet that could have done without a global selloff catalyzed by a bloodbath on the Nasdaq, it’s Tencent.

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

October 10, 2018

More cowbell.

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

Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?

October 8, 2018October 19, 2021

“Leadership is definitely concerned.”

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1 Comment on Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?

Amid Momo, Growth Rout, Google Gets Bad News

October 8, 2018October 8, 2018

Here comes more regulatory scrutiny.

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1 Comment on Amid Momo, Growth Rout, Google Gets Bad News

Asian Tech Stocks Smoked Amid Fresh Escalations In Simmering Trump-China Feud

October 5, 2018

All of this is going to inflame trade tensions.

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2 Comments on Asian Tech Stocks Smoked Amid Fresh Escalations In Simmering Trump-China Feud

Don’t Blame The Quants For Wednesday’s Tech Rout

September 6, 2018

“Yesterday did not feel ‘quant-y’ to me.”

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Here’s Why You Don’t Want Tech To Succumb To Regulatory Jitters

September 5, 2018

All year long, analysts have fretted about the possibility that regulatory worries could end up being big-cap tech’s Waterloo.

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2 Comments on Here’s Why You Don’t Want Tech To Succumb To Regulatory Jitters

Tencent’s Latest Terrible, No Good, Very Bad Day Comes At Just The Wrong Time

August 31, 2018

Bad news, sports fans.

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

August 15, 2018October 16, 2021

It’s time to quote Howard Marks again…

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Assessing ‘Narrow’-Mindedness In Markets

August 13, 2018August 14, 2018

FAANGs and such.

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

August 3, 2018October 16, 2021

Pick a side.

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

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

August 3, 2018October 16, 2021

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

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

The Devolution Will Be Televised.

July 30, 2018July 30, 2018

Of ironies, tragicomedy and FANG corrections.

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3 Comments on The Devolution Will Be Televised.

Bad Breadth And An ‘Unusual Combination’

July 28, 2018

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

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1 Comment on Bad Breadth And An ‘Unusual Combination’

‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter

July 26, 2018July 26, 2018

“We haven’t seen this disastrous a print since the 1Q16 LNKD-massacre that brought the entire NASDAQ down.”

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3 Comments on ‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter

#Delete Facebook

July 25, 2018October 14, 2021

Menlo, we have a problem.

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3 Comments on #Delete Facebook

Time To ‘Get Wet’: Morgan Stanley Says ‘Proper Rain Storm’ May Be Coming For Tech And Small Caps

July 9, 2018July 10, 2018

The first shall be last.

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7 Comments on Time To ‘Get Wet’: Morgan Stanley Says ‘Proper Rain Storm’ May Be Coming For Tech And Small Caps

Just 10 Stocks Accounted For More Than 100% Of The S&P’s First Half Gain

June 30, 2018July 6, 2018

Imagine that.

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16 Comments on Just 10 Stocks Accounted For More Than 10016 Of The S&P’s First Half Gain

Family Time.

June 20, 2018June 20, 2018

Lots and lots of “winning.”

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oil2 Comments on Family Time.

Fly Eagles, Fly.

June 5, 2018

A listless Tuesday.

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oil, OPEC1 Comment on Fly Eagles, Fly.

Goldman: Tech Is Not A Bubble.

June 4, 2018

Phew. Glad that’s settled.

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2 Comments on Goldman: Tech Is Not A Bubble.

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