FAANGS are dead stocks, they are going into a dull phase, especially Netflix... With Inflation staying high for the next 3 years meaning now QE, no rate cut, no easing of conditions we can see Netflix going sideways. It's still in a secular bull market because of the way we consume media means we can never go back to cable TV! Everything has to be on-demand we...
Are we in a bear market, or should we buy the dip? One thing is for sure, the FED IS PERMANENTLY OUT OF THE MARKET. Inflation is here to stay! Unless it is proven otherwise, commodity companies cannot add capacity (even if they wanted to) like you can in the cloud! The Fed's only concern is the job market, and there are plenty of jobs out there. For a very long...
Apple is an anti-stock, it will take the whole index down now that it has broken support
GBPUSD falling to 1.08... The UK is in real trouble, it has a lot of leverage to work off, high inflation, high energy cost, an astonishing x9 times earnings to housing, this just eats disposable incomes and now higher interest rates! the UK is in a 10 year depression...
Don't kid yourself, Amazon is a consumer company 55% of sales come from the Amazon marketplace, they can't afford higher costs because of their slim margins. AWS is slowing down, companies who use AWS as their core platform are focused on consumers and will be impacted by consumer slowdown, since the cloud is elastic, its earnings can contract as easily as they...
Netflix will now have the same multiples as a TV/Production company, since they make their own series they own the risks of failures, and there have been plenty. The only way Netflix holds onto subscribers and adds more will be to change its model. Here is my recommendation. 1) Stop dropping all series on day1, trickle episodes on a bi-weekly basis. This will...
DJI is heading back to the humble trendline, should be ample support until Millenials start retiring around 2050, which then will be a near 90% drop... should bounce solidly off the long term trend line and continue above the trend line for another 30 years...
I suspect it will take out its 2020 as the Fed reduces its balance sheet by 1.1Tr per year. The corporation will release liquidity from Bitcoin to continue or even stop their share price from falling off the edge as all of the C suites are paid on share price growth, not on Bitcoin price action. I suspect the Fed will want to get its balance sheet to around 6Tr,...
I suspect it will take out its 2020 as the Fed reduces its balance sheet by 1.1Tr per year. The corporation will release liquidity from Bitcoin to continue or even stop their share price from falling off the edge as all of the C suites are paid on share price growth, not on Bitcoin price action. I suspect the Fed will want to get its balance sheet to around 6Tr,...
The UK is suffering from the biggest living squeeze in recent years. The UK is still in the Brexit range that started in 2016 and we are more likely to go to 1.12-1-18 than heading to 1.50. High inflation, high living cost, high food cost, higher oil prices, higher taxes are all not going away anytime soon, and at the same time, the BoE is forced to raise rates...
Trust the people in charge of monetary policy! They are people who are emotional Nobody will tighten enough, will always print more. If the US end up in a proxy war in Ukraine against Russia, they will have to print alot more money....like a alot more....
as consumers reject FB from around the world, this leaves SNAP to pick up the pieces. SNAP is growing earnings double digits and is accepted by a younger audience whereas FB is left for by moms and pops...Brands are moving away from FB and looking at alternatives like TikTok and FB. SNAP has huge growth potential, it has yet to crack Asia and entire Europe...
I wouldn't even bother! Russia is facing a huge brain drain and will be rejected by Investors until Putin and his government is purged from existence. Another 50% drop from here...
You have to get on the bandwagon until it becomes commoditized. Staying stong until $123
If you believe in Zuckerberg's vision of Metaverse which are humans hiding away from reality and sunlight to play a couple of hours in the metaverse or SNAPs spectacles vision of mixed reality. Personally, I would love to augment my every day with important information all around me, making SNAP's vision more of a reality than FB. Will Financial conditions spoil...
If you believe in the Metaverse then you either believe Zuckerberg's vision of putting on avatar or you believe SNAPs vision of missed reality and augmented reality as the new norm. SNAP not releasing spectacles until they are ready for consumers is probably the best strategy, the question is will financial condition spoil Metaverse from being priced in or will...
If Metaverse is the future, then you cant ignore this…. No body questions Social Media or digital transformation, nobody will question the METAVERSE….
Its invitable we see a break of 5000 maybe even 5500! The 1000 upside could come as quickly as a single year....