xoxoy

30 ms·

301.
Wall Street heavyweights are sounding alarm about stock prices(bloomberg.com)
39 points by xoxoy 6y ago|87 comments
302.
by xoxoy 6y ago
See the Fed’s attempt in December 2018. Fed tried to raise rates and let bonds purchased mature naturally and roll off the balance sheet. The market immediately tanked hard.
303.
by xoxoy 6y ago
The stock market is not the economy, as we can tell today. I do think “things are different” in many ways, in the sense that it’s impossible to ignore the interventions the Fed has taken to blow up their balance sheet to $7T and will likely
304.
by xoxoy 6y ago
I don’t think this is about search dominance. It’s probably about Google stifling competitors on their own search results page. Yelp has complained forever that Google ranks their own reviews above Yelp. Things like that.
305.
by xoxoy 6y ago
I’m wondering if the focus is going to be on the search business or how Google stifles competitors on their search results page? I know Yelp for example has long claimed Google downranks their results over Google’s own reviews etc.
306.
by xoxoy 6y ago
Gotcha. I would be surprised if the gov couldn’t find some incriminating emails though of executives talking about how to kill Bing when MSFT looked like it was gunning to be a search competitor. We will see though.
307.
by xoxoy 6y ago
Does it matter how a monopoly came to be a monopoly?
308.
by xoxoy 6y ago
The antitrust lawsuit is focused on Google’s dominance of search. The specific question is whether Google has a monopoly on search. I think the case is pretty strong that it does.
309.
by xoxoy 6y ago
Much more regulated. And the T-Mobile + Sprint deal did get a lot of scrutiny, much more than any tech acquisition has ever gotten.
310.
by xoxoy 6y ago
how is banking a monopoly? or Disney?
311.
Federal Reserve Financial Stability Report [pdf](federalreserve.gov)
2 points by xoxoy 6y ago|0 comments
312.
Justice Department, states likely to bring antitrust lawsuits against Google(wsj.com)
492 points by xoxoy 6y ago|473 comments
313.
by xoxoy 6y ago
How is Google diversified? Outside of Cloud they make money almost exclusively with ad revenue from Google and YT
314.
by xoxoy 6y ago
Ok sure but these companies are trading near all time highs. I imagine digital ad spend is somewhat correlated with changes in consumer demand. If demand drops significantly, how does Google and FB stay at a valuation identical to a pre-Cov
315.
by xoxoy 6y ago
I’m still wondering how the stock market is assuming that tech cos that rely heavily on digital ad spend like Google and FB are effectively recession proof even though media outlets with the same business model are clearly not.
316.
Audio Social App Clubhouse Beloved by VCs Valued at $100M(theinformation.com)
1 points by xoxoy 6y ago|0 comments
317.
by xoxoy 6y ago
I assume there’s some Great Wall that prevents growth teams from using data from the FB SDK to spy on competitors. Wouldn’t be true of Giphy analytics.
318.
by xoxoy 6y ago
Yes. It’s Maybe even higher signal than the shady VPN they bought
319.
by xoxoy 6y ago
I assume they must. Otherwise analytics sent to Giphy would make it too easy for FB to track growth.
320.
by xoxoy 6y ago
It’s a Trojan horse play. Giphy is used by all of FB’s competitors, including Tik Tok. Scummy imo.
321.
by xoxoy 6y ago
Maybe an underappreciated benefit on the normalization of face mask wearing is that it stops unwanted or unknown attempts at facial recognition.
322.
by xoxoy 6y ago
Otto? You mean the company that stole trade secrets from Google to sell to Uber and whose founder is currently staring at a $179M settlement?
323.
by xoxoy 6y ago
GM is not hiring. The auto industry is being hit hard right now. And Cruise is notorious for being a toxic mess as is.
324.
by xoxoy 6y ago
The very last line item on Table 1 shows 0 shares owned after his final sale.
325.
by xoxoy 6y ago
The very last line item on Table 1 shows 0 shares owned after his final sale.
326.
Zoom CEO sold all of his common shares(investors.zoom.us)
90 points by xoxoy 6y ago|56 comments
327.
by xoxoy 6y ago
Most restaurants I see on delivery apps inflate their menu prices to compensate. And “calling in” implies that they have their own delivery people on staff, which isn’t true of the majority of restaurants that partner with these apps.
328.
by xoxoy 6y ago
The official reopening date is like a week from now, so it’s basically an admission they will do nothing.
329.
by xoxoy 6y ago
The county just released some statement that basically sounded like they wouldn’t take enforcement action https://twitter.com/acsosheriffs/status/1259974251286683648?...
330.
by xoxoy 6y ago
All cash bidding wars are more typical of more expensive single family homes. Anything under $1M is not really of interest to those buyers.

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