2019-01-26

Tech Review:1) Breakup Amazon? Google? 2) China's Growth Rate Slows

graphic "Tech Review" ©2017 DomainMondo.com
Tech Review (TR 2019-01-26)--Domain Mondo's weekly review of tech investing news: Features • 1) Breakup Amazon? Google? 2) China's Growth Rate Slows, 3)Investing: The Week & Notes: China, Eurozone, EU & Brexit, Sweet Dreams,  4)ICYMI Tech News: Amazon AWS, Microsoft, Apple, China, WeChat, 5G. 

1. Breakup Amazon? Google?

Why the Breakup of Amazon, Apple, Facebook, & Google, Will Never Happen

Arete Research (arete.net) founder Richard Kramer challenges Scott Galloway’s position on the breakup of Amazon $AMZN, Apple $AAPL, Facebook $FB, & Google $GOOGL, GOOG. L2inc.com video above published Jan 17, 2019.

2) China's Growth Rate Slows 

China growth rate at its lowest since 1990

A look behind the numbers to explain what's happening to the Chinese economy. Financial Times (ft.com) video above published Jan 21, 2019.

3) Investing
graphic: "INVESTING"  ©2017 DomainMondo.com
The Week: NASDAQ Composite +0.1% | S&P 500 Index -0.2% | DJIA +0.1%
Investing Notes:

China: "the problem is ... debt is no longer having the same kind of effect ... the amount of debt needed to produce a given impact on GDP ["credit intensity"] more than tripled ... In the next downturn ... Beijing may not be able to borrow its way out of the hole"--mauldineconomics.com. Bloomberg.com: "China’s Xi Warns Party of ‘Serious Dangers’ as Risks Mount."

Eurozone, EU & Brexit: the euro is sttll a real worry for all of Europe--cnn.com. The euro's unhappy 20th birthday--thehill.com. "... the Eurozone ... is far from being a happy place ... one cannot rule out another economic crisis. I say this as the UK exports goods and services worth €209 Billion ($237 Billion) to the EU and imports from the EU trade worth €342 Billion ($388 Billion). The UK accounts for 16.8% of all EU exports. That is a too big a hit for a bloc the size of the EU to take without a problem rippling through the economy ..."--Forbes.com.

Brexit? American Hedge Fund Billionaire Ken Griffin (Citadel LLC founder) Buys $122 Million London Home--bloomberg.com Jan 21, 2019.

Bullish: Guggenheim Partners Global Chief Investment Officer Scott Minerd says worries about a global recession are inflated, and pessimism expressed by political and business leaders at the World Economic Forum in Davos is a “valuable contra-indicator” for investors, making him bullish.

Sweet Dreams: "go with a low-cost, one- to four-year average maturity U.S. Treasury fund ... Vanguard Short-Term Federal fund [VSGBX]. I don’t invest in anything with a maturity of five years or longer. I’m concerned about U.S. budget problems leading to a potentially much steeper yield curve, so I want to stay relatively short term. The Vanguard fund is a laddered fund. As bonds mature, the money is reinvested. You will compound your gains if interest rates go higher. Those are my picks: If you buy gold, and own the iShares MSCI Emerging Markets ETF (hedged with the S&P 500 for bearish investors), and buy this bond fund, you’ll sleep pleasantly at night"--Jeffrey Gundlach.

4) ICYMI Tech News:
graphic: "ICYMI Tech News" ©2017 DomainMondo.com
Amazon's AWS is the "internet’s largest cloud provider, generating over $17 billion in revenue last year. Though Amazon makes much more in gross sales—over $100 billion—from its retail business, if you scrutinize its earnings reports, you’ll see that the majority of its profits come from AWS. Tech is where the money is, baby."--gizmodo.com

Microsoft's recently signed major enterprise cloud deals "scream of retail and healthcare companies wanting a solution not involving Amazon controlled AWS"--seekingalpha.com.

Google says it will appeal its recent $57 million fine for breaching Europe's strict new privacy rules known as GDPR.

Apple in China: "due to the ubiquitousness of WeChat, Apple's iOS holds a less prominent place in the Chinese user's mindspace - the iPhone retention rate is only 50%"--seekingalpha.com.

5G: global mobile data traffic expected to grow eight times by the end of 2023 ... with first commercial 5G networks and devices launched 2018. Ericsson estimates the number of subscriptions reaching one and a half billion by the end of 2024."--ericsson.com/en/5g

-- John Poole, Editor, Domain Mondo  

feedback & comments via twitter @DomainMondo


DISCLAIMER

Domain Mondo posts: