Alphabet Inc. (GOOGL)

It's being reported that Google is having discussions with Firework, a free smartphone app for users to share 30-second homemade videos, as it looks to contend with video sharing company TikTok. Given the growing consumption of short-form or "snacki...

If anyone wonders why the movie box office is in a funk, consider the gaming market. This morning we were reminded that gaming (as in video games) is a large competitive draw with a swath of the population. That reminder comes from Activision Blizza...

Alphabet's price target is raised from $1475 to $1600 by Deutsche Bank. This is the highest target on the street. Deutsche Bank analyst Lloyd Walmsley raised his price target for Alphabet (GOOG) to $1,600 from $1,475 and keeps a Buy rating on the na...

Deepening economic, trade and political concerns spelled doom for the markets today. * Ignoring the message of the bond market and the slope of the yield curve is not a particularly good idea, and I am always surprised when people disregard these tw...

Though, in general, downside risk may dwarf upside reward, given the uncertainty of outcomes (for now) I really like the idea of having a long portfolio of stocks, with an intermediate term time frame, hedged with out of the money and puts ("I got g...

As we get ready for the market day ahead, here are some items hitting the tape that have caught my attention:  U.S. Steel has acquired a 49.9% ownership interest in Big River Steel for about $700 million in cash, with a call option to acquire the re...

I continue to average down in Boeing , Amazon , Facebook and Alphabet .

* As the "news" is out It is my view that now that investors recognize the WeWork disaster and are being turned off by a succession of unprofitable IPOs, we can begin to consider buying the growthy and disruptive stocks (with deep moats and large ad...

Boeing , +$4 from this morning's lows, is trading quite well. (As posted, I added into the early weakness). I have moved to a large long position. I have also added to Facebook , Alphabet and Amazon .

S&P futures are now +30 handles above the morning's lows. As noted, there have been breathtaking reversals in Amazon , Facebook , Twitter and Google -- and many other equities. While I believe the market is fundamentally overvalued, in a "newsy" bac...

Alphabet and Amazon rally $24/share and $29/share, respectively, from the day's lows.

* Mr. Market is a dynamic and complex mosaic - providing opportunities on both the long and short side For those that think me dogmatically bearish, a Cassandra (if you will) - consider my moves today. Besides my short covers ( and ) and put sales, ...

* The Presidential election will likely provide a strong backdrop to greater Twitter usage and continued advertising penetration in the 12-18 months ahead * The 2020 Election may soon be viewed as "The Twitter Election" * I expect (and am hopeful) T...

In response to a number of emails, I would continue to avoid and not bottom fish in Square . Here are my latest comments from back in early August, "Don't Put a Square Peg in a Round Hole" : "I have made money on both the long and short side of Squa...

* Only three of eleven S&P sectors are viewed as attractive * I am in a risk off state of mind. Back in 2015 I instituted a new regular feature called "Sectors," in which I periodically offered my short-term (6-12 months) price outlook for each of t...