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Recent Posts
Meta
Tag Archives: Facebook
Biggest Losers In Social Media Ad Boycott
Great chart from Statista on which companies are at risk of getting hammered by social media ad boycotts. GMM’s Coach C has been all over us about this one, and early, selling and flagging the companies that will be hurt. … Continue reading
QOTD: The Facebook Facial
Facebook (Sheryl Sandberg) and Twitter (Jack Dorsey) on Capitol Hill today taking pipe from the pols. Large cap tech getting spanked with both stocks down meaningful. I am all in for either they [Facebook] step up and take responsibility for … Continue reading
Posted in Equities, Social Media, Uncategorized
Tagged Facebook, Raj Goel, Sheryl Sandberg, Twitter
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Contrarian Crush & Why LT Rates Are Going Much Higher
This Bloomberg piece was published before Facebook blew up but still you get the drift. Betting against the crowd has been a disaster recently. It always is until it isn’t. In the past year, a contrarian portfolio that invests in … Continue reading
Posted in Black Swan Watch, Bonds, Equities, Uncategorized
Tagged bonds, Contrarian Crush, Facebook, Shorts
2 Comments
The Future Of Facebook And The Social Challenge Of Technology
Wow! Haven’t seen a swan dive like that in a major large-cap stock since the GFC. Facebook’s crash took the stock down as much as 25 percent to a low price of $164.30 just a little before 6 pm … Continue reading
It’s déjà vu all over again
But with real earnings. Classic momentum thrust feedback loop: “Gotta buy ’em cuz they’re going higher.” Otherwise, no year-end bone and career risk Hat Tip: @carlquintanilla
Posted in Equities, Uncategorized
Tagged Amazon, Apple, Facebook, Google, Microsoft, Netflix
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How Good, or Bad, Will AI Get?
Even as the use of artificial intelligence has grown over the past decade, outsized predictions about it destroying humanity or creating utopia haven’t come to pass, at least not yet. Bloomberg QuickTake explains what AI does for us now and … Continue reading
Posted in Algos, Technology, Uncategorized
Tagged AI, Algorithims, Amazon, Facebook, Google, Technology
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How Cambridge Analytica Exploited the Facebook Data
Tens of millions of American Facebook users had their data harvested by Cambridge Analytica and a British-based researcher. Here’s how it happened. More from The New York Times Video: Subscribe: http://bit.ly/U8Ys7n
The Key to Understanding Facebook’s Current Crisis – WSJ
Facebook’s current data crisis involving Cambridge Analytica has angered users and prompted government investigations. To understand what’s happening now, you have to look back at Facebook’s old policies from 2007 to 2014. WSJ’s Shelby Holliday explains. Illustration: Laura Kammerman Don’t … Continue reading
Social Media’s Bearish Set-Up
We noted Facebook’s bearish formation last week, which triggered today and then quickly reversed (see chart). Whoever said this is an easy business! We’re also watching and waiting to see if the head and shoulders formation triggers in the global … Continue reading