2019-03-16

Tech Review 1) Extracting Huawei From Telecom Networks Impossible?

graphic "Tech Review" ©2017 DomainMondo.com
Tech Review (TR 2019-03-16)--Domain Mondo's weekly review of tech investing news: Features • 1) Extracting Huawei From Telecom Networks Impossible? 2) China's Headwinds, 3) Investing: The Week & Investor Notes: the Real Recovery vs Life Support, 4)ICYMI Tech News: Facebook, Google, Amazon, Apple, Turo, Boeing, GE.

1) Extracting Huawei From Telecom Networks Impossible?

Allies are under U.S. government pressure to shun China's Huawei, but Huawei's prevalence in existing telecom networks and dominance in 5G technology make that nearly impossible according to this video published Mar 11, 2019, by the Wall Street Journal (wsj.com).

2) China will face a lot of growth headwinds this year, analyst predicts

Le Xia, chief economist for Asia BBVA discusses the Chinese trade and economy outlook. CNBC International TV video above published Mar 4, 2019.

3) Investing
graphic: "INVESTING"  ©2017 DomainMondo.com
The Week: NASDAQ Composite +3.8% | S&P 500 Index +2.9% | DJIA +1.6%
Wall Street's Charging Bull:
graphic of Charging Bull | DomainMondo.com
Investor Notes: the Real Recovery vs Life Support
 Effective Federal Funds Rate--Above: Jul 1954 - Feb 2019. Below: Feb, 2009 - Feb 2019.
Source: https://fred.stlouisfed.org/series/FEDFUNDS. Editor's note: "real recovery" (Fed Funds rate >.50%) started December 2016 after the election of Donald Trump (before then Janet Yellen kept rates too low, for too long, and was doing everything she could to "help" Hillary during election year 2016). The Eurozone (ECB) is still on "life support." The UK (Bank of England) left "life support" in 2018.

Reads of the Week:

Store of value--A 2018 research paper from the Federal Reserve Bank of Chicago estimates that 60 percent of all U.S. bills and almost 80 percent of all $100 bills are now overseas. That's up from 15 to 30 percent around 1980, according to research from Federal Reserve Board economist Ruth Judson. She found that economic and political instability contribute to this demand--cnbc.com.

Consequences of “Leaving Interest Rates Very Low for a Long Time”--Bank of Canada Governor Poloz--A litany of problems, from too much debt to deflating housing bubbles in Vancouver and Toronto--wolfstreet.com.

Three Things You Should Know About the Great Recession--aier.org: it was preceded by monetary expansion, exacerbated by monetary contraction, and resulted in a radical change to the day-to-day conduct of monetary policy.

“Exceptional performance has to come from diverging from the crowd”--Howard Marks

4) ICYMI Tech News:
graphic: "ICYMI Tech News" ©2017 DomainMondo.com
  • Facebook and Google--today, over 70 percent of traffic is dominated by those two platforms--The Death of the Internet | zerohedge.com.
  • Amazon: It Looks Like Day 2--seekingalpha.comAmazon's massive opportunities in first-party eCommerce, Third-Party Services, AWS, and Advertising should warrant Amazon's full attention. It's time for the king of online to get back to its roots and drop its Whole Foods acquisition in the recycle bin--seekingalpha.com.
  • Apple has $245 billion in cash on hand, up from $237.1 billion reported at the end of FY2018. See also: Spotify's antitrust complaint against Apple with the European Commission claims App Store rules limit choice and stifle competition--musically.com. See also EU antitrust authority considering Apple probe.
  • Antitrust & Big Tech--US Senator Elizabeth Warren proposes breaking up Amazon, Google, and Facebook, as part of her 2020 Presidential campaign platform. 
  • Disintermediation: Hertz Is One Recession Away From Bankruptcy--While we can argue that Lyft and Uber might not be direct competitors, it is absolutely undeniable that every Turo  (Domain: turo.com) transaction represents a transaction lost by traditional rental car companies--zerohedge.com.
  • Boeing 737 Max: Pilots, FAA knew there was a problem with the Boeing 737 Max 8, licensed commercial pilot says.
  • GE shares plummet after CEO Culp said the company was beginning to "embrace our reality." Remember when companies engaged in due diligence before they pursued multi billion deals?
  • Personal Tech: Microsoft Windows 10 Home edition users baffled by updates--zdnet.com. Editor's note: just get a Chromebook.

-- John Poole, Editor, Domain Mondo  

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