Baring the FANGs.
Category: tech
The Poverty Of Tech And The Tech Of Poverty
It was one of those rainy and damp days, I was finding my way out of the F-train subway on Bergen St. in Brooklyn. On the mezzanine level, in the corner of the stairwell, I noticed a young man, couldn’t have been much older than 30….
Here Are The Biggest Risks Facing Tech
This debate is obviously crucial for the market going forward. Everyone is acutely aware of how important it is for tech high-fliers to avoid an Icarus moment until we finally see the fabled “rotation” back into value or, more simply, until another sector proves it’s capable of taking the baton in this aging bull market.
‘Maybe There Isn’t A Big Tail Risk’ In Tech (?)
Are the regulatory demons real?
‘FANGs Are A Fairyland, The Sector Is Almost Fake’: Analyst
“I think the really interesting thing is it shows sort of the kind of fairyland that FANGs have been operating in.”
Here’s Why U.S. Equity Losses Are ‘Far From Over’ (And Why It Should Be Fine In The Long-Term)
After Monday’s rout on Wall Street, the same people who were asking if the near-term pain was behind us as stocks rallied into quarter end last Thursday will probably be tempted to ask something similar on Tuesday assuming the bottom doesn’t fall out immediately.Â
On Monday, Donald Trump Deliberately Tanked The Stock Market Because He’s Mad At WaPo
So if you’re an Amazon shareholder or really, if you’re long stocks in general, just consider what’s going on here.
The 3 ‘T’s: Full Week Ahead Preview
In essence, the same things everyone was watching last week (e.g. tech, trade, Trump) will be in focus again…
Amazon, Tesla, Facebook And Investing In ‘The Future’
“…to all you Marty McFlys out there”…
Tech Rout Goes Global, Sinks Hong Kong Shares In Wednesday Bloodbath
The robot carnage on Wall Street predictably spilled over into Asian markets on Wednesday.
Nomura Unveils The ‘4 Triggers’ That Will ‘Burst The Data Bubble’
Whether that’s a good or bad thing for society is an open question and largely depends on how regulatory action is justified and who it is that’s doing the regulating.
Tech ‘Triple-Whammy’: Beware A Domino Effect
Here we are a day on from some Facebook-induced market mayhem and it looks like everyone is in wait-and-see mode. Who can blame them?
Ok Guys, We’re Goin’ On Tour.
Predictably, it went awry almost immediately.
Beware The Crowd: One Bank Warns On Rebalance Risk
As we kick off the new year, BofAML’s Savita Subramanian is out warning about a dynamic that has the potential to trigger a similar shift out of crowded names and into neglected stocks.
Christmas Hangover.
Who’s still drunk?
Guess What? Retail Investors Have Been Accidentally Fading The Tech Rally Since 2014
You’re not buying enough of those “damn robots.”
Oh, The Humanity! Asian Shares Dive As Tech Wreck Wreaks Havoc On Hong Kong
Well on Wednesday, things got worse – and materially so.Â
Tech Selloffs, Taxes And Eonia Mysteries
No sooner had markets made Wednesday’s tech bloodbath a distant memory by staging a furious rally on Thursday predicated almost entirely on tax cut optimism, than things went awry in the Senate where lawmakers, still wrangling over the tax plan’s implications for the deficit, suspended voting until Friday.
Is It ‘All Tech’?
You can draw your own conclusions there…
Back To The Future.
It was a good day for the “future.”
Not Every FANG Made Goldman’s Super- Awesome New Growth Stock Team
No, you should not buy growth at any price.
Stark Raving Mad.
“Let me in.”
Sell FANG – Tech Is ‘More Tired Than Lindsay Lohan’s Probation Officer’
“During the last couple of weeks I have noticed that often Nasdaq underperforms the broad market, and it looks more tired than Lindsay Lohan’s probation officer.”
Monday Bloody Monday.
There will be blood.
Since 2001…
These concerns have found expression in cautious notes from Goldman and lengthy missives penned by the likes of Howard Marks, who in July implicitly compared the current environment to the “perpetual motion machine” that was at work just prior to the dot-com bust.
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