It was all good just a week ago.
Category: tech
Requiem For October.
Another bad dream.
Tautologies, Perpetual Motion, Amazon And Alphabet
The titans must not fall.
And Behold, The Nasdaq Crashed.
“Hello darkness, my old friend.”
Glitchy Streaming.
“Buffering”…
Netflix Beat – Now Chill.
Is this enough to make Tuesday’s rally sustainable?
Tencent Plunges, Logs Record Losing Streak But Don’t Tell Wall Street…
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.
Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?
“Leadership is definitely concerned.”
Amid Momo, Growth Rout, Google Gets Bad News
Here comes more regulatory scrutiny.
Asian Tech Stocks Smoked Amid Fresh Escalations In Simmering Trump-China Feud
All of this is going to inflame trade tensions.
Don’t Blame The Quants For Wednesday’s Tech Rout
“Yesterday did not feel ‘quant-y’ to me.”
Here’s Why You Don’t Want Tech To Succumb To Regulatory Jitters
All year long, analysts have fretted about the possibility that regulatory worries could end up being big-cap tech’s Waterloo.
Tencent’s Latest Terrible, No Good, Very Bad Day Comes At Just The Wrong Time
Bad news, sports fans.
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.”
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 haven’t seen this disastrous a print since the 1Q16 LNKD-massacre that brought the entire NASDAQ down.”
#Delete Facebook
Menlo, we have a problem.
Family Time.
Lots and lots of “winning.”
Fly Eagles, Fly.
A listless Tuesday.
Goldman: Tech Is Not A Bubble.
Phew. Glad that’s settled.
