India rarely makes the front page of the Western technology press — and when it does, the story is growth. What is happening right now doesn’t fit that story. Since late February, the U.S.-Iran conflict has effectively closed the Strait of Hormuz — the waterway through which roughly half of India’s crude oil and 60% of its natural … Read More
Tag: netflix
The post election Semicap bubble just burst in one day
Back to a more normal reality… Market gets”De-Fanged”… Where to from here? The “Icarus” Effect… Much of the market, and especially Tech & “FANG” (Facebook, Amazon, Netflix & Google) stocks gave back most all of their post election day gains in one session.… Read More
