He did just enough. He did 5% enough, but it should have been 10%. That was the performance of the highly controversial data company Facebook (FB) in the wake of Mark Zuckerberg's (the aforementioned "he") testimony in front of politicians who failed to correctly pronounce his name let alone understand his business model. But Zuckerberg
Global Market Comments April 17, 2018 Fiat Lux Featured Trade: (HAS THE RECESSION ALREADY STARTED?) (WHERE THE ECONOMIST "BIG MAC" INDEX FINDS CURRENCY VALUE), (FXF), (FXE), (CYB)
It started with a slow drip. Then it became a trickle. Now it is an undeniable torrent. Negative economic data reports, once as rare as hen's teeth, have suddenly become as common as NRA bumper stickers at a Trump rally. The economic data flow has definitely turned sour. Is this a growth scare? Or is
My former employer, The Economist, once the ever-tolerant editor of my flabby, disjointed, and juvenile prose (Thanks Peter and Marjorie), has released its "Big Mac" index of international currency valuations. Although initially launched as a joke three decades ago, I have followed it religiously and found it an amazingly accurate predictor of future economic success.
Mad Hedge Technology Letter April 17, 2018 Fiat Lux Featured Trade: (WHY THE CLOUD IS WHERE TRADING DREAMS COME TRUE), (ZS), (ZUO), (SPOT), (DBX), (AMZN), (CSCO), (CRM)
Dreams don't often come true - but they do frequently these days. Highly disruptive transformative companies on the verge of redefining the status quo give investors a golden chance to get in before the stock goes parabolic. Traditional business models are all ripe for reinvention. The first phase of reformulation in big data was inventing
Global Market Comments April 16, 2018 Fiat Lux Featured Trade: (THE MARKET OUTLOOK FOR THE WEEK AHEAD, or THE WEEK THAT NOTHING HAPPENED), (TLT), (GLD), (SPY), (QQQ), (USO), (UUP), (VXX), (GOOGL), (JPM), (AAPL), (HOW TO HANDLE THE FRIDAY, APRIL 20 OPTIONS EXPIRATION), (TLT), (VXX), (GOOGL), (JPM)
This was the week that American missiles were supposed to rain down upon war-torn Syria, embroiling Russia in the process. It didn't happen. This was the week that the president was supposed to fire special prosecutor Robert Mueller, who with his personal lawyer is currently reading his private correspondence for the past decade with great
Mad Hedge Technology Letter April 16, 2018 Fiat Lux Featured Trade: (THE HIGH COST OF DRIVING OUT OUR FOREIGN TECHNOLOGISTS), (EA), (ADBE), (BABA), (BIDU), (FB), (GOOGL), (TWTR)
There is only so much juice you can squeeze from a lemon before nothing is left. Silicon Valley has been focused mainly on squeezing the juice out of the Internet for the past 30 years with intense focus on the American consumer. In an era of minimal regulation, companies grew at breakneck speeds right into