X

google

The Script For Stocks Continues To Look Like Another 2016

March 7, 5:00 pm EST Stocks continue to back off after completing a full recovery of the December declines. Here's…

Tech IPOs May Be Coming Late To The Party

March 5, 5:00 pm EST There's a lot of excitement about the building IPO docket for the year.  Let's take a…

Why We Won’t See Another Big Silicon Valley Internet Giant

November 2, 5:00 pm EST If you are a regular reader of my daily notes, you'll know I've suspected we…

Slide In Stocks Is All About Deflating The Bubbly Tech Giants

October 10, 5:00 pm EST Yesterday we talked about the risks surrounding markets (Italy, Interest Rates, China), and said these…

Time To Break Up The Tech Giants: Facebook, Google, Amazon

September 5, 5:00 pm EST Yesterday we talked about the case for breaking up Amazon, on the day it crossed…

Have We Hit ‘Peak Zuck’?

July 27, 5:00 pm EST As we end the week, let's take a look at a few charts .... We…

Stocks On Path To Test February Lows, Led By Peaking Tech Giants

March 27, 4:00 pm EST The sharp swings continue in stocks, with the bias toward the downside.  And as we've…

Markets In Early Stages Of Repricing Regulated Tech Giants

March 22, 9:00 pm EST Stocks were down big today.  The media will have fun touting the Dow's 700-point loss. …

The Simple Math For Another Big Year Ahead For Stocks

December 28, 12:00 pm EST While the President's pro-growth plan had some wins this year, it was a slow start.…

Economic Boom Period Coming

December 10, 4:00 pm EST We had a jobs report this past Friday.  The unemployment rate is at 4.1%.  We're…