The market looks at Netflix and sees a rising share price, rising subscriber numbers and a recent US subscription price hike. All these factors scream buy right now...
With property prices falling fast, a lot of ‘experts’ are starting to come out and say that now is a good time to pick up a bargain. I don’t know about you, but personally I wouldn’t be too eager to jump in yet. Could virtual land be the answer to the crashing property market?
The streaming business could become extremely competitive. Netflix and others are benefiting while the industry continues to grow. But what happens when that industry matures? What happened when the world is saturated with on-demand video streaming?
The FAANGs have been driving the markets up in recent years. Now we are hearing that after market turmoil, the FAANGs are cheap, that it is not too late to invest in the FAANGs. But we think they may have peaked.
In 2017, Aussies ordered $1.5 billion worth of food from apps. And it’s likely to get much bigger from here on. You can probably guess what this means for businesses like Deliveroo and Uber Eats? Their market is about to get a whole lot bigger.
Oh yeah, the modern monetary theorists also don’t believe deficits are all that bad either. Give me a break…
I’m not a technology nihilist. I don’t believe technology will rise up against us and thwart the human race. But tech of all shapes and sizes is pushing a lot of us out of jobs.
So far Trump is getting his wish. US stocks are up almost 3% as we kick off 2019. And they’ll probably continue rising. But it won’t matter. This is not the big event that will change things for investors.
Our economy is driven by real estate and banking. Property finance is at the very heart of modern economic policy.
Last week’s fall in the Apple Inc [NASDAQ:AAPL] share price means Warren Buffett’s Berkshire Hathaway Inc [NYSE:BRK/A] is down US$3.8 billion on its investment.