Bullish Outlook Intact; Mining For Gold
Our outlook is now bullish as we saw the breakouts we needed in the Russell 2000 (IWM) and Industrials (XLI). We continue to believe we have...
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Tencent Holdings – Increasing Risk
TENCENT: Tencent's 3Q21 GAAP net income declined 6.7% QOQ, and were challenged by increases in cost of revenue, operating expenses, losses in...
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Weekly Innovation Review (WIRE) #56
Headline Development A lot of momentum continues around the metaverse. A few people were close to the pin on Facebook’s new name…..MetaBook,...
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The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
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Amazon 3Q21: 4Q’s $9 Billion Consumer Shock Absorber
Supply constraints. Wage inflation. People shopping in stores. Fixed cost develeraging. Amazon's retail business will lose $13B in 2H21. 2022...
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