Showing posts with label Advertising. Show all posts
Showing posts with label Advertising. Show all posts

2019-06-21

How MeUndies Sold Millions of Pairs of Underwear Direct to Consumers

How MeUndies Sold Millions Of Pairs Of Underwear

How did direct to consumer startup MeUndies (domain: meundies.com) sell over 10 million pairs of underwear? Founder Jonathan Shokrian talks to CNBC about shock advertising, social media and MeUndies' road to success.

Jonathan Shokrian started MeUndies after a negative experience buying underwear at a department store. He raised $400,000, mostly from friends and family, and launched the millennial-friendly direct to consumer underwear start-up in 2011.
"Ecommerce is not just Amazon. It’s every online retailer out there, including the tiniest mom-and-pop operations. It’s manufacturers selling directly to consumers. In fact, it’s manufacturers in India or China selling directly to US consumers as third party-vendors on platforms such as Amazon, Alibaba, eBay, and others. The entire world is trying to sell directly to US consumers, bypassing classic middlemen, wholesalers, distribution channels, importers, and of course, brick-and-mortar retailers."--Wolfstreet.com
According to Shokrian, MeUndies has sold over 10 million pairs of underwear and has been profitable in each of the past three years. The company will end 2019 with at least $75 million in annual revenue. How did MeUndies start a successful direct to consumer brand? MeUndies was off to a slow start until it turned to social media and harnessed the power of provocation. CNBC video above published June 7, 2019.


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2019-06-12

Mary Meeker’s 2019 Internet Trends Report & Highlights

Mary Meeker’s 2019 Internet Trends Report (pdf) embed below:
Internet Trends archive: https://www.bondcap.com/#archive
Highlights:

Global Internet Users 3.8B (51% of world population), Growth Slowing: +6% vs. +7% Y/Y

Top 30 Global Internet Market Capitalization Leaders: USA 18 of 30, China 7 of 30

Top 30 Global Market Capitalization Leaders: USA 23 of 30, technology 9 of 30

USA E-Commerce Growth +12.4% vs. +12.1% (Y/Y – Q1 vs. Q4)

USA E-Commerce as % of All Retail Sales: 15% vs. 14% Y/Y

Media Time vs. Advertising Spending: Mobile @ Equilibrium (2018), Desktop (2015)

Internet Ad Revenue Growth Decelerating: +20% vs. +29% at Leading USA Platforms (Y/Y  Q1 vs. Q4). Internet Ad Buying: Programmatic Gains vs. Direct, Negatively Impacting Pricing.

Effective + Efficient Marketing = One’s Own Product + Happy Customers + Recommendations

USA Digital Media Usage Growth Accelerating: +7% vs. +5% Y/Y;  More time spent on Mobile devices than TV.

Usage: Images Increasingly Relevant Way to Communicate, e.g., Twitter: >50% of Tweet Impressions include Images / Video / Other Media.

Interactive Gaming Players Accelerating: 2.4B +6% vs. +5% Y/Y. Interactive Gaming =
Real-Time Play + Talk / Text + Watch… Social in Nearly All Ways.

Freemium Business Evolution Started in Gaming, Evolving / Emerging in Enterprise + Consumer…All In… Just Getting Started.

Cloud Deployment Revenue +58% Y/Y

Digital Payments >50% of Day-to-Day Transactions

Data Collection + Analysis + Utilization Evolving From Humans to Humans / Computers: Data is now fundamental to how people work & the most successful companies have intelligently integrated it into everyone's daily workflow… Data is the new application--Frank Bien, CEO & President, Looker, June, 2019. Consumers + Businesses + Regulators Increasingly Drinking from Data Firehose.

"Problematic" Internet Content: Media Maxim "People Prefer Negative News."

World Wide Web  v.  Webs of Worlds Driven by Local Regulation.

Cyber Attacks Sophistication + Scope Continue to Rise, Particularly State Sponsored 

Global Relative GDP (Current $): China + USA + India Rising, ... Europe Falling

Cross-Border Trade is 29% of Global GDP.

USA Consumer Confidence Index High & Rising @ 97 vs. 88 Sixty-Five Year Average 
Economy / Employment (USA): Unemployment @ 19 Year Low… Job Openings @ All-Time High and Wages Rising.

ONLINE EDUCATION = BIG NUMBERS + BIG GROWTH

Areas prime for innovation in USA: 1. Healthcare; 2. Government.

See also tweets at @bondcap.
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2019-04-29

Alphabet $GOOG $GOOGL Q1 2019 Earnings LIVE Webcast April 29

Alphabet Inc. (NASDAQ: GOOG, GOOGL) quarterly conference call to discuss first quarter (Q1) 2019 financial results, Monday, April 29, at 1:30 p.m. PDT / 4:30 p.m. EDT, via LIVE webcast. A replay of the webcast will be available through the same link following the conference call. Go to the Investor Relations website at abc.xyz/investor on April 29, 2019, to view the earnings release prior to the conference call.

UPDATE: Earnings Release (pdf) excerpt:
"We delivered robust growth led by mobile search, YouTube, and Cloud with Alphabet revenues of $36.3 billion, up 17% versus last year, or 19% on a constant currency basis," said Ruth Porat, Chief Financial Officer of Alphabet and Google. "We remain focused on, and excited by, the significant growth opportunities across our businesses."
Editor's note: GOOGL shares have declined in early afterhours trading 29 Apr 2019.
$GOOGL
About Alphabet Inc.
Larry Page and Sergey Brin founded Google in September 1998. Today the company has grown to more than 90,000 employees worldwide, with popular products and platforms like Search, Ads, Maps, Gmail, Chrome, YouTube, and Android. In October 2015, Alphabet became the parent holding company of Google.


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2019-04-25

Amazon $AMZN Q1 2019 Earnings LIVE Webcast Apr 25, 5:30pm EDT

Amazon.com, Inc. (NASDAQ: AMZN) conference call and LIVE webcast to discuss Amazon's first quarter (Q1) 2019 financial results on April 25, 2019 at 5:30 p.m. EDT. The audio and associated slides will be available for at least three months thereafter at www.amazon.com/ir.

Q1 2019 Earnings Release (pdf)
Amazon reports Q1 2019 revenue of $59.7B, up 17% YoY, operating income of $4.4B, up from $1.9B in Q1 2018, and net income of $3.6B, up from $1.6B in Q1 2018. Amazon's AWS reported Q1 revenue of $7.7B, up 41% YoY and representing 13% of total sales at Amazon, up from 10% in Q4. Editor's note: shares are up in afterhours trading 25 Apr 2019.
$AMZN
2018 Letter to Shareholders
By Jeff Bezos on April 11, 2019

How Amazon Makes Money

Amazon reported a record net income of $10.1 billion in 2018, which was a considerable jump from $3 billion in 2017. CNBC breaks down where exactly the money came from and how Amazon Web Services, advertising and the third-party marketplace are driving Amazon's increased profitability. CNBC.com video above published Feb 18, 2019.


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2019-04-02

The Story of Yelp $YELP - Innovation, Competition, Next Move? (video)

The Rise And Fall Of Yelp?

The story of Yelp and why the company lost its 5-star rating. When Yelp went public in 2012, the popularity of the review site was quickly growing and its stock soared. But it’s been a rocky road since then as advertisers fled the platform and as competition has increased from Google, Facebook and others. CNBC.com video above published Mar 28, 2019.
  • Yelp Inc.
  • Headquarters: San Francisco, CA
  • Domain: yelp.com
  • Founded: July 2004, San Francisco, CA
  • CEO: Jeremy Stoppelman
  • Revenue: 943 million USD (2018)
  • Number of employees: 4,350
  • CFO: Lanny Baker
  • Founders: Russel Simmons, Jeremy Stoppelman
  • NYSE: YELP (IPO 2012) MarketCap: ~$2.83B (March 29, 2019)
$YELP


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2019-02-01

Super Bowl Commercials - Creating The Iconic Ads (video)

Super Bowl Commercials - How to Create Iconic Ads

Bryan Buckley, who has directed 59 Super Bowl commercials, explains what takes an ad from ordinary to iconic. Wall Street Journal (wsj.com) video above published Jan 29, 2019.

Domain: superbowl.com #SBLIII #NFL100


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2018-11-20

Peter Chernin On The Future of Digital Entertainment (video)

Peter Chernin: The Future of Digital Entertainment

In an episode of Talks at GS, filmed at Goldman Sachs’ Builders + Innovators Summit, media executive Peter Chernin discussed the evolution of digital entertainment and how the business continues to adapt for a changing consumer. Goldman Sachs (goldmansachs.com) video above published Nov 9, 2018 (via YouTube.com).

Competition for Consumers: “I’m a big believer in try[ing] to think about where consumers are being underserved.… I think there’s one huge chokepoint in the whole thing right now, which is curation, recommendation. I think there is so much stuff out there and I think consumers are wildly underserved…. It’s not money that’s the scarce commodity in that sense, because Netflix is a great bargain. It’s time. It’s how do you figure out what is worth my two hours tonight?”

Brand identity in a digital world: “Branding is certainly enormously important.  I think that… the really interesting challenge from… a digital perspective right now is the balance between customer acquisition, marketing dollars and brand marketing dollars. In general, I think most certainly nascent digital brands are better off spending most of their money on customer acquisition marketing…. So, the brand is hugely important, but I’m not sure I would be marketing it.”

See also:
  • Netflix will get ads, predicts The Trade Desk CEO Jeff Green--Reed Hastings wants to compete with YouTube overseas, and the only way it can do that is by offering a free-with-ads option, says Green
One streaming service (of many): Hulu (domain: hulu.com):


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2018-09-29

Tech Review: Digital Outdoor Advertising Growth Due To GDPR? (video)

graphic "Tech Review" ©2017 DomainMondo.com
Tech Review (TR 2018-09-29)--Domain Mondo's weekly review of tech investing news with commentary, analysis and opinion: Features • 1) Digital Outdoor Advertising Growth Due To GDPR? 2) What Is Fintech? 3) Investing: The Week, Investing Notes: US, China, Trump & Trade Tariffs, 4) ICYMI Tech News.

1) Digital Outdoor Advertising is growing steadily, is GDPR one of the reasons?

Digitization of traditional outdoor advertising has contributed to the healthy growth of the "Out of Home" advertising sector, says Aidan Neill, co-founder of bitposter.co. There are other reasons, too, such as the EU's General Data Protection Regulation (GDPR), which became enforceable May 25, 2018. CNBC.com video above published Sep 24, 2018. Other companies mentioned: clearchannel.com and jcdecaux.com.

2) What is fintech? 

What is fintech all about? It’s a multi-billion dollar industry that’s changing everything from how we make purchases to how we get loans.

3) Investing
graphic: "INVESTING"  ©2017 DomainMondo.com
The Week: NASDAQ Composite +0.7% | S&P 500 Index -0.5% | DJIA -1.1% 

Q3 2018: S&P 500 posts strongest quarter since 2013.
"Economic progress continues in the United States … the data coming in is some of the strongest we have seen in this cycle ... let’s start with valuation ... [S&P 500] is selling at 17 times earnings, substantially below the peak multiples reached at the end of the last century or in 2007. Using my dividend discount model ... the index is now slightly above equilibrium, or fair value. In terms of sentiment, investors are optimistic, but not as euphoric as they were in January. These factors would argue that the market could move somewhat higher, but that a major surge is unlikely … weak markets elsewhere in the world don’t necessarily have a negative impact on the United States … One of the most important tenets of my current view is that the next recession will probably not occur until after the election in 2020 ..."--Byron Wien, Blackrock.com, Sep 25, 2018.
Wall Street's Charging Bull
graphic of Charging Bull | DomainMondo.com
Investing Notes: US, China, Trump & Trade Tariffs

The US and China are in a 'classic game of chicken' says Professor

Professor James Crabtree of the Lee Kuan Yew School of Public Policy explains the political dynamics coming from both the U.S. and China: US consumers are not going to feel any impact from tariffs for quite a long time. CNBC.com video published Sep 24, 2018.

The US has an 'extremely strong economy'

CNBC.com video above published Sep 24, 2018: Todd "Bubba" Horwitz of BubbaTrading.com says the U.S. could "survive without anybody if we had to," and he's not worried about tariffs or Trump's stance on China's theft of intellectual property and unfair treatment of U.S. companies.
4) ICYMI Tech News:
graphic: "ICYMI Tech News" ©2017 DomainMondo.com
  • Amazon $AMZN still is the largest cloud provider at 34% market share, but Microsoft $MSFT at 14% share, is ahead of IBM $IBM 8%, Google $GOOGL $GOOG 6%, and Alibaba $BABA 4%, according to Synergy Research Group . Microsoft announced in July a five-year deal with Walmart $WMT to use Microsoft's cloud and AI tech. Microsoft's Intelligent Cloud revenues grew 23% in its fiscal Q4 to $9.61 billion and its Azure cloud business increased by 89%. Microsoft still maintains a strong position as software and hardware provider, while expanding into artificial intelligence, cloud computing, and IoT. Microsoft's acquisitions include LinkedIn and GitHub.
  • Media Madness: Comcast $CMCSA bid $40 billion for control of Sky;  Walt Disney $DIS probably paid too much for parts of Rupert Murdoch’s empire, including a stake in Sky, so selling that stake to Comcast would reduce Disney's debt to better battle streaming rivals like Netflix $NFLX. See Fox and Disney selling stake in Sky to Comcast--TheHill.com.

-- John Poole, Editor, Domain Mondo  

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2018-07-23

Alphabet $GOOGL $GOOG Q2 2018 Earnings LIVE Webcast July 23

Alphabet 2018 Q2 Earnings Call

Alphabet Investor Relations LIVE video scheduled for Jul 23, 2018: Alphabet 2018 Q2 Earnings Call, transcript here.

Alphabet Inc. (NASDAQ: GOOG, GOOGL) holding company of Google, Q2 2018 quarterly conference call to discuss second quarter 2018 financial results: Monday, July 23, at 4:30 p.m. EDT.

The live webcast of the earnings conference call can be accessed here (embed above). A replay of the webcast will be available through the same link above following the conference call. The Investor Relations website has published the earnings release: earnings release prior to the conference call (embed below):

$GOOG
See also 
source: Statista.com
source: Statista.com


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2018-06-25

Micro Class on Laddering and Apple's Strategy on Privacy (video)

Prof G Micro Class: Laddering

L2inc.com video above published Jun 21, 2018: Laddering, from cigarette brands to Apple $AAPL, Scott Galloway says smart brands use this brand strategy to one-up their competition.

Sources:
(00:04) Source: “Smoke Gets in Your Eyes,” Mad Men, July 2007. https://imdb.to/2yvu80O
(01:07) Source: Bush-Cheney ‘04, Inc. https://bit.ly/22TVORK
(02:24) Source: “Tim Cook Calls Privacy a ‘Fundamental Human Right’,” Bloomberg Markets and Finance, Jun 2018. https://bit.ly/2IbsC3n

Transcript:
00:01 how do you make your cigarettes we
00:04 breed insect repellent tobacco seeds
00:06 grow it cut it cure it toast it there
00:10 you got it there you go but everybody
00:15 else's tobacco is toasted ... no, everybody
00:17 else's tobacco is poisonous, Lucky
00:21 Strike's is toasted. Well gentlemen I
00:25 don't think I have to tell you what you
00:26 just witness here, I think you do ... In my
00:29 brand strategy course at NYU Stern we
00:31 talked about laddering and it's an
00:33 attempt to D position your competition
00:35 by saying we're this they're this and
00:37 then figuring out what attribute you
00:39 want to talk about that not only
00:40 reflects you in a positive light but
00:42 just as importantly D positions or shed
00:45 your competition in a negative light the
00:47 ultimate laddering and D positioning was
00:49 in 2004 when George Bush's campaign went
00:52 through a series of attributes and
00:53 settled in on that he was resolute even
00:56 when he was wrong he was resolute this
00:58 was the perfect deep positioning of
01:00 Senator Kerry who was seen as a
01:02 flip-flopper this is that ad that one
01:04 George Bush the presidency in which
01:07 direction would John Kerry lead Kerry
01:09 voted for the Iraq war opposed it
01:12 supported it and now opposes it again he
01:15 bragged about voting for the 87 billion
01:18 to support our troops before he voted
01:20 against it he voted for education reform
01:23 and now opposes it he claims he's
01:25 against increasing Medicare premiums but
01:28 voted five times to do so John Kerry
01:30 whichever
01:33 so what does apples key push in terms of
01:36 strategy and communications over the
01:37 last three months its 2d position and
01:40 ladder the rest of big tech the
01:42 Cupertino firm is on a PR tour to
01:44 convince people that unlike its big tech
01:46 brethren its concerned about your kids
01:48 the commonwealth and your privacy Tim
01:51 Cook's privacy is a basic human right
01:54 statement puts a finger squarely in the
01:56 eye of Facebook and Google and was
01:59 convenient because Apple hasn't been in
02:01 the business of collecting data it's a
02:03 little bit like Starbucks saying they're
02:05 worried about offshore drilling it's not
02:06 going to cost them anything to be
02:08 sanctimonious with other people's
02:10 decisions anyways it will be interesting
02:12 to see if Apple's position on privacy
02:15 holds when they start advertising in
02:18 their app ecosystem and their
02:19 advertisers demand the same data on the
02:21 audience they are paying for we see
02:24 privacy is a fundamental human right and
02:27 so to us it's right up there with some
02:31 of the other civil liberties that make
02:35 Americans what they are you as defines
02:38 us as Americans Apple also has said they
02:40 too are looking for a new headquarters [second campus]
02:42 but are not going to engage in a beauty
02:44 contest the results in a win-lose for
02:46 municipalities this is essentially
02:48 sticking their finger in the eye of you
02:50 guessed it Amazon saying hey guys we're
02:53 better than you finally Apple has built
02:55 the most addictive technology for kids
02:57 but at the recent Worldwide Developer
02:59 Conference what took center stage the
03:01 iPhone the home pod no the start with
03:04 safeguards for children's framed as
03:06 digital wellness which includes a
03:07 families page with educational material
03:10 for parents and a downtime app which
03:12 allows parents to put usage limits on
03:14 different installed apps Apple is
03:17 consciously uncoupling from the rest of
03:18 big tech it's a passive-aggressive sure
03:20 so is buying your wife an amazing
03:23 Mother's Day gift and while you're
03:25 saying with that gift I love you you're
03:27 my partner for life you might also be
03:28 saying your gift for Father's Day just
03:31 didn't cut it remember me the guy who
03:33 woke up in the middle of the night to
03:35 feed those little monsters so you could
03:37 head off to Goldman Sachs at 5:30 in the
03:38 morning and be a master of the universe
03:40 which by the way is pretty damn
03:41 emasculating well it's time you stepped
03:43 up with a great gift for
03:45 big dog ruff we'll see you next week I
03:51 can't believe people actually watch that
03:53 stuff
03:55 [Music] Song: “I Woof You” by Heiakim https://bit.ly/2IeAp0A

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2018-06-20

What Is The Cannes Lions International Festival of Creativity? (video)

What is Cannes Lions?

CNBC International video above published Jun 18, 2018: It’s been called the Oscars of advertising. What is the Cannes Lions International Festival of Creativity all about? CNBC’s Elizabeth Schulze explains.

2018 Cannes Lions International Festival of Creativity
Dates: Jun 18, 2018 – Jun 22, 2018
Location: Palais des Festivals et des Congrès, Cannes, France
Domain: canneslions.com



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2018-06-09

Tech Review | Elon Musk Sticking To His Guns On Tesla Targets (video)

graphic "Tech Review" ©2017 DomainMondo.com
Tech Review (TR 2018-06-09)--Domain Mondo's weekly review of tech news with commentary, analysis and opinion: Features • 1) Elon Musk Sticking To His Guns On Tesla Targets, 2) Digital Ad Spend Finally Passed TV Ad Spend in 2017, 3) Investing: The Week, Investing Notes4) ICYMI Tech News.

1) Elon Musk Sticking To His Guns On Tesla Targets

Financial Times (ft.com) video above published Jun 6, 2018: CEO and co-founder of Tesla (domain: tesla.com), Elon Musk, said at the Tesla annual shareholder meeting on June 5, he will be able to stick to his goal of producing 5,000 Model 3 cars a week before the end of June and be cash-flow positive by the end of 2018.

Tesla (NASDAQ: TSLA)

2) Digital Ad Spend Finally Passed TV Ad Spend in 2017
source: Statista.com
Worldwide digital ad spend finally beat TV in 2017, with digital ad spend reaching $209 billion worldwide while TV ad spend stood at $178 billion, according to research agency Magna Global.

Legacy media still haven't gotten over it: Why magazine mogul Tina Brown is 'angry and upset' at Google and Facebook | Recode.net“I am very angry and upset about the way advertising revenue has been essentially pirated by the Facebook-Google world, without nearly enough giveback — no giveback, really — to the people who create those brilliant pieces that are posted all over their platforms,” Brown said. “It’s high time they gave back to journalism.”

And to add salt to the wound--a Japan millennial has made a newsroom staffed by engineers.that runs on artificial intelligence. NewsDigest is one of most popular news apps in Japan--PRESS.net: "an app called “NewsDigest,” is the biggest news bulletin app in Japan, boasting over 1 million downloads. It is gaining popularity because of its ability to use AI to automatically detect and deliver news bulletins on information worth reporting ... The problem facing the news media, when stated in concrete terms, is that the dwell time of consumers on media such as newspapers and television, which make up the majority of the “news,” is being lost to other media sources. This reduces advertising and subscription revenue, which is proportional to dwell time (i.e., it is a problem of distribution channels and revenue)."

3) Investing
graphic: "INVESTING"  ©2017 DomainMondo.com
The Week: NASDAQ Composite +1.2% | S&P 500 Index +1.6% | DJIA +2.8%
Dow posts best week since March, as investors shrug off G-7 tensions--MarketWatch.com June 8, 2018.
"No one can kill the cycles of business, but Trump has given us ‘extra innings’ in this one"--Sam Zell on the real estate cycle, interest rates, and immigration | MarketWatch.com.
"All fear has left markets again as markets have rallied steadily into early June. $VIX has printed an 11 handle again, tech and small caps are making new highs. Optimism is back in full swing and right here and now bulls are coming out in full swing. Notably Tony Dwyer of Canaccord Tenuity appeared on CNBC Fast Money last night and highlighted his reasons for raising his S&P target to 3,200 by the end of the year."--Bull Rebuttal | ZeroHedge.com
Wall Street's Charging Bull
graphic of Charging Bull | DomainMondo.com
Investing Notes:
Update on the Fed’s QE Unwind | WolfStreet.com 8 June 2018. Editor's note: Goodbye ZIRP, normalization underway via Mnuchin (Treasury), Powell (Fed), Trump (White House).

G7 more noise than signal?

Fraudulent Chinese Companies Pose Risk to U.S. Markets: Carson Block | Bloomberg.com: "I don’t think there’s any parallel in the history of capital markets where you’ve had this systemic issue of literally hundreds of frauds going to another country’s capital market to suck up capital and expatriate it to their home country"--Carson Block.

Bitcoin? Anybody? Lackluster interest, wallet growth is slow--DataTrekResearch.com.

US: the number of full-time jobs increased by 904k in May to 128.66 million, one of the largest monthly jumps on record--ZeroHedge.com

The person who’s best at lying to you is you--The man who coined the Dunning–Kruger effect says we're most gullible to ourselves | QZ.com: "Gullibility to oneself is not a modern phenomenon. But the effects are exacerbated in the age of social media, when false information spreads rapidly. “We’re living in a world in which we’re awash with information and misinformation,” says Dunning. “We live in a post-truth world.” ... The issue is that the current environment convinces people they’re more informed than they actually are."

4) ICYMI Tech News:
graphic: "ICYMI Tech News" ©2017 DomainMondo.com

-- John Poole, Editor, Domain Mondo  

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2018-05-12

Tech Review | Uber Unveils Designs For Flying Taxi Service (video)

graphic "Tech Review" ©2017 DomainMondo.com
Tech Review (TR 2018-05-12)--Domain Mondo's weekly review of tech news with commentary, analysis and opinion: Features • 1) Uber Unveils Designs For Flying Taxi, 2) Mobile Ad Boom Continues, 3) Investing: The Week, Investing Notes, 4)ICYMI Tech News.

1) Uber unveils designs for flying taxi service

Financial Times (ft.com) video above published May 10, 2018: Uber (domain: uber.com) reveals plans for its flying taxi service.  Uber's proposed 'flying car' service is scheduled for launch in 2020 but the proposed autonomous vehicle may raise safety concerns. See also:

2) Mobile Ad Boom Continues
Infographic: Money Follows Eyeballs – Mobile Ad Boom Continues | Statista Source: Statista,com
See also:
  • "One-in-five Americans are now ‘smartphone only’ internet users at home."--PewInternet.org.

3) Investing
graphic: "INVESTING"  ©2017 DomainMondo.com
The Week: NASDAQ Composite +2.7% | S&P 500 Index +2.4% | DJIA +2.3%

Wall Street's Charging Bull
graphic of Charging Bull | DomainMondo.com
Investing Notes:

a. "The market bulls counter ephemeral political threats with the massive pools of money looking to be invested, the strong earnings season, and the fact yields in the bond markets may be rising, but still look way below normal making stocks look attractive to those who have got comfortable with yield tourism."--Blain's Morning Porridge, May 8th 2018. "Martin Malone tells me to stop listening to the noise, and focus on the big numbers – with zen-like transcendence, Martin reminds me “in numbers there is truth” and they show a clear strategy: Dump bonds, Buy risk."--Blain's Morning Porridge, 10th May 2018.

b. EU & ECB: Running Out Of Ammo And The Dreaded 'QF' | SeekingAlpha.com"What happens in the next six months across the pond is going to shape the way history remembers QE. Now is the time to talk seriously about the risk of "missing the window" when it comes to ECB normalization. This is the road to "quantitative failure"...."

c. SeekingAlpha.com: "everyone picked up right where they left off on Friday; namely, worrying about emerging markets." Argentina Seeks Credit Line From IMF | WSJ.com"to help stem the peso’s depreciation and rising discontent over high inflation and reduced government spending." 

4) ICYMI Tech News:
graphic: "ICYMI Tech News" ©2017 DomainMondo.com
a. Trump vs ZTE:

b. Next Up: Huawei Under Criminal Investigation Over Iran Sanctions | WSJ.com

c. EU considers using algorithms to detect anti-competitive acts | Reuters.com

d. Walmart strikes deal to buy a majority stake in India's Flipkart | cnbc.com: an initial stake of roughly 77 percent in Flipkart. It eventually wants Flipkart to become a publicly-listed subsidiary.

e. Google Duplex: An AI System for Accomplishing Real World Tasks Over the Phone | googleblog.com. Some of Google’s other most intriguing announcements from I/O18 are here.

f. Chrome OS is getting Linux app support | VentureBeat.com.

g. Google introduced Tour Creator, enabling students, teachers, and anyone with a story to tell, to make a VR tour using imagery from Google Street View or their own 360 photos. The tool is designed to let anyone produce professional-level VR content without a steep learning curve.

h. Apple scraps $1 billion Irish data center over planning delays | Reuters.com: Apple cancels $1B data center in Ireland because of delays in the approval process that have stalled the project for more than three years. 

-- John Poole, Editor, Domain Mondo  

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2018-04-27

A Multi-Billion Dollar Industry That Makes Money From Your Personal Data

A Multi-Billion Dollar Industry That Makes Its Living From Your Data (infographic):
"The goal of data brokers, such as Experian (domain: experian.com) or Acxiom (domain: acxiom.com), is to siphon up as much personal data as possible and apply it to profiles. This data comes from a wide variety of sources. Your purchases, financial history, internet activity, and even psychographic attributes are mixed with information from public records to create a robust dossier. Digital profiles are then sorted into one of thousands of categories to help optimize advertising efforts ... companies are increasingly moving beyond advertising to extract value from their growing data pipeline. Amalgamated data is increasingly being viewed as a clever way to assess risk in the decision-making process (e.g. hiring, insurance, loan or housing applications), and the stakes for consumers are going up in the process ... In 2015, Facebook filed a patent for a service that would help insurance companies vet people based on the credit ratings of their social network."
Selected tweets: Acxiom, GDPR, data, privacy, consumer, Facebook, Google, AppNexus, advertising online:

Related on DomainMondo.com:

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