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Deja Vu: The Return Of The 4-Horseman Of Tech

Tyler Durden's picture




 

Submitted by Lance Roberts via STA Wealth Management,

 

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Mon, 07/20/2015 - 16:03 | 6333732 BorisTheBlade
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Subliminal message or maybe not, maybe just the way to let those paying attention to get out of the trade.

Once Is Chance, Twice is Coincidence, Third Time Is A Pattern.

Mon, 07/20/2015 - 16:03 | 6333741 InjectTheVenom
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it's different this time . . . .    ;>)

Mon, 07/20/2015 - 16:04 | 6333749 BorisTheBlade
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It's always different except the more things change the more they stay the same.

Mon, 07/20/2015 - 16:14 | 6333793 max2205
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5th horseman PRINT MOAR!

Mon, 07/20/2015 - 16:44 | 6333964 J Jason Djfmam
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and Yellen rode with him...

Mon, 07/20/2015 - 20:03 | 6334260 SafelyGraze
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"Conquest, War, Famine, and Death"

those are some mighty fine horsemen.

but not to neglect their cousins.

surveillance. asset forfeiture. debt. unemployment.

 

Mon, 07/20/2015 - 16:15 | 6333799 negative rates
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Better always comes before different, if it's not better, then it's only different.

Mon, 07/20/2015 - 16:20 | 6333825 gatorengineer
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It is different this time.  They have no choice but to drive the facade that the market is up...  Palliative care....  Look for the numbers to become even more disjoint from reality....  I could easily see 4 percent unemployment on election day, a 0.95 Euro, 1.40 canadian $35 dollar oil, and $600 gold...... and likely a hot war somewhere......

Mon, 07/20/2015 - 16:02 | 6333736 Groundhog Day
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i 1000 p/e on amzn..."yea but the make it up on volume"

Mon, 07/20/2015 - 16:19 | 6333815 ZD1
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Amazon beat first quarter sales expectations. The company, however, still did not report a net profit.

 

http://www.forbes.com/sites/ryanmac/2015/04/23/amazon-earnings-2015-firs...

Mon, 07/20/2015 - 16:03 | 6333743 RogerMud
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so we need 4 new horsemen?

Mon, 07/20/2015 - 16:04 | 6333751 aliki
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tech, biotech = "safe-haven assets"

Mon, 07/20/2015 - 16:07 | 6333764 J Jason Djfmam
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And behold a pale facebook, and hell rode with him.

Mon, 07/20/2015 - 16:22 | 6333845 tarsubil
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Facebook seems to be the easy short at this point. I have no idea how they are going to make money and Facebook is dying. 

I cannot believe how much money Apple brings in from that cult object the iPhone. It is unbelievable. Logic tells me to bet against it but no thanks with all the lemmings walking around. 

Mon, 07/20/2015 - 17:18 | 6334170 eucalyptus
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I think Google has more to worry than FB. I don't use FB or have a FB account so perhaps my understanding is wrong, but isn't FB's ads served natively and therefore adblockers dont block ads on fb?

Furthermore I believe FB ad rates are higher than Googles, Google will suffer from greater adblock penetration and apple building in adblock natively to ios9. FB also undertands and monetizes mobile more efficiently than Google which is a much faster growth platform than desktop.

 

 

Mon, 07/20/2015 - 16:09 | 6333769 SillyWabbits
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It is how to manipulate the index.

ETF's etc.

Four stocks 30% of the exchange?

Too simple for an algo to resist!

Mon, 07/20/2015 - 16:15 | 6333796 Clowns on Acid
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The old gray mare, she ain't what she used to be,
Ain't what she used to be, ain't what she used to be,
Mon, 07/20/2015 - 16:15 | 6333801 gatorengineer
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We are going to go hyperbolic into the end....A nice way to go....  

Thelma and louise style why not?

Who would want to be short into AAPL, FB, and AMZN loosing less on each order but making it up on volume....  APPL could move the bitch 2-3% on its own....

Mon, 07/20/2015 - 16:42 | 6333953 J Jason Djfmam
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Gator, the key words in your statement are "making it up".

Mon, 07/20/2015 - 16:22 | 6333841 gregga777
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That's how the rich prosper: con the middle class into buying high and then con them again into selling low.

Wall Street is nothing but a con game against the middle class.

Mon, 07/20/2015 - 16:23 | 6333849 KingOfMilwaukee
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THIS is spot on. There are very few winners left.

Mon, 07/20/2015 - 17:47 | 6334322 gatorengineer
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Your assuming any of these are winners, Ok, I will give you AAPL... Google is an NSA construct, Faceplant lives off fake members and equally facke ad clicks, and AMZN wouldnt know what a profit is if it bit em in the ass... Throw in Uber, Twtr, and a dozen other 10 billion dollar market cap profitless companies...

Mon, 07/20/2015 - 16:29 | 6333881 yrad
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Bullish!

Mon, 07/20/2015 - 17:07 | 6334073 asfffasfff
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google        jew

facebook     jew

apple          now jew owned and regulated   (levinson and co)

amazon      ???

 

 

the jewish story of "success" continues into any corner of this world

but no no    there is no relation of being jewsh and successful

 

Mon, 07/20/2015 - 17:38 | 6334278 The Delicate Genius
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amazon has been and is under attack for selling books the usual suspects do not want sold. [Like "Goliath" or "The Ethnic Cleansing of Palestine"]

Like any news organization once it gets to a certain size, Amazon is too large a company not to be under Zion's thumb -

it will decline and decline and there will be a reshuffling, lots of books no longer sold, and jewish management.

Bank on it.

its simply how things have worked for decades.

and will continue to work, it seems.

whaddayagonnado?

Mon, 07/20/2015 - 17:02 | 6334082 The Delicate Genius
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Apple remains solid, despite periodic inane, apple-bashing here...

that watch has to come down in price, tho....

Mon, 07/20/2015 - 20:13 | 6334936 lucky and good
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Recently I find myself wondering if we are in the middle of a bear market rally, and if so how violently it might end. Several stocks on an uptrend appear fundamentally unstable. We have witnessed massive moves in several speculative stocks like Tesla and Netflix that are hard to defend by any other reasoning than shorts being squeezed out of the market.

The higher the market goes the more vulnerable it becomes to a major collapse and sudden downward price move. A lack of short positions will bode poorly for the market if it falls rapidly because in such a situation as shorts take profit and buy back their positions they act as a floor under the market giving it support. The article below delves into how this could be a problem going forward.

http://brucewilds.blogspot.com/2015/07/is-this-bear-market-rally.html

Tue, 07/21/2015 - 08:18 | 6336357 rex-lacrymarum
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What about NFLX?

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