Philadelphia Fusion | How to Build an Esports Empire (video)

How to Build an Esports Empire

Cable TV & media titan Comcast (NASDAQ: CMCSA) (Domain: corporate.comcast.com) is investing $50M dollars in a new esports stadium located in the center of the Philadelphia sports complex, but that’s just the beginning of their plan to build a global esports empire. Bloomberg.com video above published Jun 11, 2019.

Domain: fusion.overwatchleague.com

You Think You Know Us? | Fusion 2019

Philadelphia Fusion video..

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Look Out Netflix! Disney $DIS Unveils Its New Streaming Service Disney+

New Streaming Service Disney+

Walt Disney Company (NYSE: DIS) unveiled its new streaming service Disney+ preview.disneyplus.com. Launch date in U.S. is Nov 12, 2019, annual subscription $69.99 or $6.99 monthly.

$DIS

It all starts on November 12. For more info: https://t.co/RD04P7jdAT #DisneyPlus pic.twitter.com/M1QI7qkH5p

— Disney (@Disney) April 12, 2019

Check out the new logo for #TheMandalorian, the first live-action Star Wars series coming to #DisneyPlus! pic.twitter.com/m8hifdBLHz

— Star Wars (@starwars) April 14, 2019

Take a peek at #DisneyPlus in action. On November 12, experience unprecedented access to your favorite films and series from Disney, @Pixar, @Marvel, @StarWars, @NatGeo, and more! All the details here: https://t.co/cjBAj7PEUV pic.twitter.com/DGkhdDcio8

— Disney (@Disney) April 14, 2019

Welcome to the family, @TheSimpsons. #DisneyPlus pic.twitter.com/OYAN1ziGsy

— Disney (@Disney) April 11, 2019

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US Government's Criminal Indictment & Arrest of Julian Assange (video)

Julian Assange arrested: What now for the Wikileaks founder?

Wikileaks founder, Julian Assange, is in custody in the United Kingdom (UK) after being arrested for allegedly breaching his bail conditions. His seven-year self-imposed exile in London's Ecuadorean embassy ended dramatically April 11, 2019, after his asylum was revoked. Mr Assange also faces extradition to the United States (see below). His supporters are calling it a 'dark day for journalism.' Channel 4 News (UK) video above published Apr 11, 2019.

Department of Justice
U.S. Attorney’s Office
Eastern District of Virginia
FOR IMMEDIATE RELEASE
Thursday, April 11, 2019
WikiLeaks Founder Charged in Computer Hacking Conspiracy

ALEXANDRIA, Va. – Julian P. Assange, 47, the founder of WikiLeaks, was arrested today in the United Kingdom pursuant to the U.S./UK Extradition Treaty, in connection with a federal charge of conspiracy to commit computer intrusion for agreeing to break a password to a classified U.S. government computer.

According to court documents unsealed today, the charge relates to Assange’s alleged role in one of the largest compromises of classified information in the history of the United States.

The indictment alleges that in March 2010, Assange engaged in a conspiracy with Chelsea Manning, a former intelligence analyst in the U.S. Army, to assist Manning in cracking a password stored on U.S. Department of Defense computers connected to the Secret Internet Protocol Network (SIPRNet), a U.S. government network used for classified documents and communications. Manning, who had access to the computers in connection with her duties as an intelligence analyst, was using the computers to download classified records to transmit to WikiLeaks. Cracking the password would have allowed Manning to log on to the computers under a username that did not belong to her. Such a deceptive measure would have made it more difficult for investigators to determine the source of the illegal disclosures.

During the conspiracy, Manning and Assange engaged in real-time discussions regarding Manning’s transmission of classified records to Assange. The discussions also reflect Assange actively encouraging Manning to provide more information. During an exchange, Manning told Assange that “after this upload, that’s all I really have got left.” To which Assange replied, “curious eyes never run dry in my experience.”

Assange is charged with conspiracy to commit computer intrusion and is presumed innocent unless and until proven guilty beyond a reasonable doubt. If convicted, he faces a maximum penalty of five years in prison. Actual sentences for federal crimes are typically less than the maximum penalties. A federal district court judge will determine any sentence after taking into account the U.S. Sentencing Guidelines and other statutory factors.

G. Zachary Terwilliger, U.S. Attorney for the Eastern District of Virginia, John C. Demers, Assistant Attorney General for National Security, and Nancy McNamara, Assistant Director in Charge of the FBI’s Washington Field Office, made the announcement after the charges were unsealed. First Assistant U.S. Attorney Tracy Doherty-McCormick, Assistant U.S. Attorneys Kellen S. Dwyer, Thomas W. Traxler and Gordon D. Kromberg, and Trial Attorneys Matthew R. Walczewski and Nicholas O. Hunter of the Justice Department’s National Security Division are prosecuting the case.

The extradition will be handled by the Department of Justice’s Office of International Affairs.

A copy of this press release is located on the website of the U.S. Attorney’s Office for the Eastern District of Virginia. Related court documents and information are located on the website of the District Court for the Eastern District of Virginia or on PACER by searching for Case No. 1:18-cr-111.

An indictment contains allegations that a defendant has committed a crime. Every defendant is presumed to be innocent until and unless proven guilty in court. [emphasis added]

DOJ's Indictment of Assange (pdf) embed below:

Reactions:

This shocking video from Iraq, revealed by WikiLeaks, showing the killing of civilians and Reuters journalists provides some context to today’s moves towards extraditing Julian Assange to the USA. pic.twitter.com/GQwg0Spbz6

— Richard Burgon MP (@RichardBurgon) April 11, 2019

The extradition of Julian Assange to the US for exposing evidence of atrocities in Iraq and Afghanistan should be opposed by the British government.--Jeremy Corbyn MP, Leader of the Labour Party

** STATEMENT: Chelsea's legal team responds to today's unsealed indictment. This is further evidence that the government's continued imprisonment of Chelsea for her principled stance against grand jury secrecy is punitive, cruel and unnecessary https://t.co/WZiDuVWHPa

— Chelsea E. Manning (@xychelsea) April 11, 2019

Here's our article: the U.S. Government's indictment of Julian Assange poses grave threats to press freedoms https://t.co/IVWBI7YuH9

— Glenn Greenwald (@ggreenwald) April 12, 2019

For people who have spent 3 years claiming that (1) WikiLeaks is an arm of Russian intelligence and (2) Putin controls Trump, how do you reconcile those conspiracy beliefs with the fact that it was the Trump administration that devoted itself with such vigor to indicting Assange? pic.twitter.com/IcDiXOCHhZ

— Glenn Greenwald (@ggreenwald) April 12, 2019

The continued imprisonment of @xychelsea is an utter disgrace. The arrest of Julian Assange represents an extremely dangerous crossing of the rubicon. This is an assault on journalism and a free press. All journalists should stand in fierce opposition.

— jeremy scahill (@jeremyscahill) April 11, 2019

Arrest of Wikileaks' Assange in UK takes him a step closer to poss extradition to US, and potential "serious human rights violations", warn @UNHumanRights experts.https://t.co/g5rzBX8YnZ

— UN News (@UN_News_Centre) April 11, 2019

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How Amazon Changed Twitch Live Streaming (video)

How Amazon Changed Twitch Live Streaming

Websites such as Twitch.com, YouTube.com, and Microsoft's Mixer.com are capitalizing on livestreaming by integrating another form of popular media: video games. Twitch is now leading the competition when it comes to livestreaming gaming and esports. Livestreaming has become one of the most popular forms of online entertainment today.

According to Newzoo, the video game industry raked in an estimated $138 billion in 2018. When Twitch launched back in 2011, the company focused on esports and gaming. During the site's launch, Twitch had close to 3.2 million unique visitors per month. In 2012, the site grew to 20 million visitors per month, and by 2014, tech giants Amazon $AMZN and Google both tried to acquire the site.

Today, it's one of the biggest platforms for streamers such as Tyler "Ninja" Blevins. The site has over 3 million monthly streamers on the platform. Watch this video to find out more about the history of Twitch.

Twitter: @Twitch and @TwitchEsports and @TwitchCon and @TwitchSupport
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Tech Review 1) When Will Humans Get To Mars? (video)

Tech Review (TR 2019-03-23)--Domain Mondo's weekly review of tech investing news: Features • 1) When Will Humans Get To Mars? 2) Amazon $AMZN Media Strategy, 3) Investing: The Week & Notes: 'Japanification’ of the Eurozone OR Eurification? 4) ICYMI Tech News: Google, 5G, Facebook, Qualcomm, Tesla, AMD, FIS & Worldpay, Quitting Big Tech.

1) When Will Humans Get To Mars?

Sending astronauts to Mars is a daunting prospect that will not deter NASA and private companies from trying to put humans on the red planet. The Economist.com video above published Feb 28, 2019.

2) Amazon $AMZN Media Strategy

When Amazon pursued the rights to a “Lord of the Rings” series in 2017, the company knew it would have to overcome some major obstacles to lure the J.R.R. Tolkien estate to its video-streaming platform. Amazon was a relative newcomer in video, with no track record of shepherding a blockbuster series. HBO, meanwhile, could tout its long history of hits, most notably “Game of Thrones,” a similarly epic series based on fantasy novels with a rabid fan base. Netflix, with more than 100 million subscribers, pioneered the on-demand model with hits such as “House of Cards” and “Orange is the New Black.” Apple was also in on the negotiations to acquire the rights for the upcoming TV show, according to people familiar with the matter.

Amazon CEO Jeff Bezos, a big “Lord of the Rings” fan, was promising the Amazon Studios team a huge budget to nab the series, a prequel to Tolkien’s “The Fellowship of the Ring.” But money alone wasn’t going to separate Amazon from the pack — Amazon’s $250 million offer wasn’t even the highest bid for the show’s rights, according to a person familiar with the matter. The ultimate selling point, according to people with knowledge of the negotiations, related to Amazon’s original business from over two decades ago: books.

The Tolkien estate was convinced that in promoting the series, Amazon could sell truckloads of Tolkien’s fantasy novels, including “The Hobbit” and “The Silmarillion” as well as “The Lord of the Rings.” During meetings with the Tolkien estate and publisher HarperCollins, Amazon’s Sharon Tal Yguado, who was hired from Fox in 2017, demonstrated a near encyclopedic knowledge of Tolkien’s characters, stories and geography, said the people, who asked not to be named because the talks were private.

The “Lord of the Rings” series will start production in the next two years. The huge investment in a TV series has made Hollywood wonder just how much Bezos will spend on content. So far, Amazon has dabbled across the TV spectrum, with original content such as “Lord of the Rings,” a growing back catalog of movies and shows, as well as live sports from the National Football League and the Premier League. In February, 2019, Bezos was spotted chatting with NFL Commissioner Roger Goodell at the Super Bowl, a reminder that Amazon has several opportunities in the coming years to make a big splash in America’s most lucrative sport. Meanwhile, The New York Post reported that Amazon is nearing a $3.5 billion deal to acquire the YES network, the regional sports network in New York that carries Yankees games. CNBC.com video above published Mar 13, 2019.

3) Investing

The Week: NASDAQ Composite +0.8% | S&P 500 Index -0.9% | DJIA -1.1%

Dow drops more than 450 points, S&P 500 posts worst day since January amid global growth worries--CNBC.com, Friday, March 22, 2019. Despite the decline on Friday, stocks are still up sharply for the year: S&P 500 is up 11.7%, the tech-heavy NASDAQ up 15.2%, and the Dow is up 9.2%.

Editor's note: the first four days of the week (graphic below) tell the tale of FOMC Fed Chair press conference Mar 20, 2:30pm, but on Friday the 3-month vs. 10-year Treasury spread inverted for the first time since 2007, a signal (provided the inversion remains for 10 days), indicating a recession sometime within the next 2 years, perhaps sooner, particularly when the inversion is followed by a second one. 

NASDAQ Composite

Investor Notes: a global slowdown led by Europe

"... manufacturing activity in Germany dropped to its lowest level in more than six years in March. In France, manufacturing and services slowed down to their lowest levels in three months and two months, respectively. For the euro zone as a whole, manufacturing fell to its lowest level since April 2013. These data sent the German 10-year bund yield briefly into negative territory, its lowest level since 2016 ..."--CNBC.com

The ‘Japanification’ of the Eurozone--the eurozone is beginning to resemble Japan with its low-growth and low-inflation environment, coupled with still very loose monetary policy, according to economists at ING--"An end to current unconventional monetary policy, i.e. the negative deposit rate and ample liquidity, is not in sight and the ECB is expected to do everything it can to avoid an unwarranted tightening of its monetary stance."

Eurification: "Why is Europe caught in a lost decade – 12 years of minimal growth? There are definitely parallels with Japan, but as many differences ... the core problem is the structure behind the Euro – ill-conceived but now a “must-preserve-at-all-costs” construct that represents the “key-success” of the European polity ... The failure of the Euro structure has magnified one massive difference between  Eurofication and Japanificiation. While Japan fell into stagnation at full employment, Europe is substantially below – especially the further you get from Germany. Youth unemployment is massive across the EU and it looks permanent ... Eurofication is a stalled economy, stalled consumption and long-term massive structural unemployment"--Bill Blain.  Editor's note: if they are plucky, the Brits will leave the Euromess April 12.

See also Eurozone’s push for unified fiscal discipline is doomed to fail says Dr. Juan Castaneda--cityam.com.

France’s Message for the G7--President Emmanuel Macron and his Finance Minister Bruno Le Maire are using France’s G7 presidency to push an agenda that includes minimum global taxes and higher levies on tech giants like Amazon and Facebook. Le Maire’s view is there’s little choice if Europe doesn’t want to be dependent on U.S. or Chinese giants--use competition law against global tech giants, enabling the creation of European competitors.

4) ICYMI Tech News:

EU vs Google: The EU fines Google €1.49B for “abusive practices in online advertising” and breaching EU antitrust rules--europa.eu.

Google debuts Stadia, a game streaming service for Chrome, Android, and TVs that lets users “instantly” play games, also coming in 2019 with 4K HDR support at 60FPS--youtube.com.

Cutting through the 5G hype: survey shows telcos’ nuanced views--mckinsey.com Operators see a marginally positive business case, expect rollout at scale to take until 2022, and don’t think the increase in capital-expense-to-sales ratio will be as big as skeptics claim.

Facebook:  Zuckerberg planning to change Facebook from an open connected platform to a private, encrypted network encompassing its Facebook platform, WhatsApp and Instagram.

Qualcomm: Misunderstood Legal Ramifications And 5G Tailwinds--seekingalpha.com.

Tesla--How Not To Run A Company--A Mess at the Top & Moody’s Gets Nervous, Decision-Making Chaos, Epic Strategy Flip-Flops--wolfstreet.com.

AMD: Advanced Mass Delusions--seekingalpha.com

FIS’s $43B takeover of Worldpay--the scramble to build global payment systems.

Personal Tech: Quitting the five tech giants, full series: Day 1: Amazon; Day 2: Facebook; Day 3: Google; Day 4: Microsoft; Day 5: Apple.

Editor's Note: I'm minimal Microsoft, zero Apple, zero Facebook, but use Google daily, and use Amazon almost daily. How about you?

And social media? 

"Oldsters are on Facebook. Hipsters are on Twitter and vapidity rules on Instagram. As for Snapchat, it’s like Second Life, something overhyped that never broke through"--Bob Lefsetz. 

-- John Poole, Editor, Domain Mondo  

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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. 

• The Best Video Streaming Services of 2018 | pcmag.com;

• The convergence of TV and digital: How broadcasters are building for success | Google.com (pdf).

One streaming service (of many): Hulu (domain: hulu.com):
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Netflix $NFLX Q3 2018 Earnings Video Interview Oct 16, 6pm EDT

Q3 '18 Earnings Interview

Netflix Investor Relations video above published Oct 16, 2018.

House of Cards: Season 6 (Netflix Official Trailer)

House of Cards Season 6 Coming to Netflix on November 2.

Netflix Q3 2018 Earnings Video Interview October 16, 2018 6pm EDT 

$NFLX

Netflix, Inc.

NASDAQ: NFLX
Principal domain: Netflix.com
Investor Relations: netflixinvestor.com

Q3 2018 Earnings Release--Netflix third-quarter 2018 financial results and business outlook--letter to shareholders (pdf) and financial statements (xlsx). $NFLX shares are UP in after hours trading.

See also Netflix Crushes Estimates, Renewing Faith After July Letdown--Streaming giant adds 6.96 million users globally in quarter,  Outlook shows international markets will pace company’s growth--Bloomberg.com.

A video interview with Netflix Chief Executive Officer Reed Hastings, Chief Financial Officer David Wells, Chief Content Officer Ted Sarandos, Chief Product Officer Greg Peters and VP, IR & Corporate Development Spencer Wang will be available at 6:00 p.m. EDT. The discussion will be moderated by Eric Sheridan, UBS, with questions submitted via email.  Questions from investors should be submitted as well in advance as possible for inclusion to eric.sheridan @ ubs.com. The video interview can be accessed on the Netflix Investor Relations YouTube channel.

Netflix is a media services provider, headquartered in Los Gatos, California, founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. 

The primary business of Netflix is its subscription-based streaming media service, which offers online streaming films and television programs including those produced in-house. As of July 2018, Netflix has 130 million total subscribers worldwide, including 57.38 million in the United States. Its service is available worldwide except mainland China, Syria, North Korea and Crimea. Netflix also has offices in the Netherlands, Brazil, India, Japan, and South Korea.

See also: Barry Diller Says Hollywood Risks Getting Overtaken by Amazon and Netflix.

Tweets by NetflixFilm

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Netflix $NFLX Q2 2018 Earnings Interview July 16, 6pm EDT

Netflix Q2 2018 Earnings Interview

Netflix Investor Relations video published Jul 16, 2018

Netflix, Inc.

• Netflix Second Quarter 2018 Earnings Interview above. Letter to shareholders below--shares are down in after-hours trading on the NASDAQ July 16, 2018.
• Date and Time: Jul 16, 2018, 6:00 PM EDT
• Principal domain: netflix.com
• Investor Relations: netflixinvestor.com / ir.netflix.com

UPDATE Netflix Q2 2018 Letter to shareholders:

Stock Exchange: Symbol || NASDAQ: NFLX

$NFLX

Have We Reached Peak Netflix?

Can the streaming giant keep up its scintillating subscriber growth, particularly overseas, and retain the trust of investors as it continues to spend billions of dollars a year on content? TheStreet.com’s Annie Gaus and Eric Jhonsa give their perspectives (date published June 30, 2018).

source: Statista.com

source: Statista.com

source: Statista.com

source: Statista.com

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All About Netflix & Netflix vs Amazon Prime (infographic)

Survey: Netflix is the No. 1 way to watch TV

Centric Digital (centricdigital.com) Chief Digital Officer Brian Manning on Netflix, its’ competitors and technology for smarter homes. Fox Business video above published Jul 5, 2018.

$NFLX

source: Statista.com

Netflix, Inc.
Principal domain: netflix.com
Stock exchange: symbol  NASDAQ: NFLX

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Tech Review | Media Disruption, Mergers & Fear of the Future (video)

Tech Review (TR 2018-06-23)--Domain Mondo's weekly review of tech news with commentary, analysis and opinion: Features • 1) Media Disruption & Fear of the Future, 2) Time Warner - What AT&T Got For $81B, 3) Investing: The Week, Investing Notes: Short Tesla $TSLA?, 4) ICYMI Tech News.

1) Media Disruption, Mergers & Fear of the Future
AT&T, Time Warner and the Entire Media Merger Frenzy Explained

Wall Street Journal (wsj.com) video above published Jun 14, 2018: From AT&T and Time Warner to the hot pursuit of 21st Century Fox and Sky, media mergers are in full swing. Why now? WSJ's Amol Sharma answers all your questions about the forces driving media deals.

Is the Media Sector Evolving or Devolving?" | inflectioncapital.co: "The media sector is at an existential crossroads. Its content is going direct to the consumer and traditional distributors like cable and satellite will be bypassed. Savings from cutting out distributors will be passed on to the consumer and video content choice should rise, allowing consumers to watch more TV shows and films. Consequently, audiences will continue to splinter and it will become more costly to attract an audience; industry revenue growth and margins will both deteriorate. 21st Century Fox and Disney have taken steps to produce more value for shareholders. However, that value will likely accumulate only at a low-double-digit annual rate. For the remainder of media, value is likely to fall as the companies don’t have a strategy to resolve their legacy dependencies. The tech and telecom titans (AT&T, Apple, Amazon, etc.) that already have adjacent media business will likely only accumulate value from their core businesses, not from their media assets. This is because video packaging and distribution is becoming a profitless business—unless one has massive global scale. Additionally, there is little way for the other tech and telecom titans to buy Discovery, Viacom, AMC Networks, etc. and create meaningful shareholder value. All the needle-moving assets are now taken. In contrast, Netflix has reached such a large scale in subscribers and content-acquisition capability that its market value is likely to accumulate at a rate faster than low double digits." (emphasis added) [Editor's note: for more, read the White Paper (pdf).]

2) Time Warner - What AT&T Got For $81 Billion (closing price per the 8K filing) - AT&T's acquisition of Time Warner closed on Thursday, June 14, 2018. Since then AT&T (NYSE:T):

The chart below shows the revenue of AT&T and Time Warner in 2017 by business segment

Source: Statista.com

See also:

• Revisiting AT&T's Rationale for Buying Time Warner | fool.com

• Why I Am Acquiring More AT&T | SeekingAlpha.com 

• AT&T (NYSE:T) Best Dividend Stock Of All Time Now Trades Cheap--SeekingAlpha.com 

3) Investing

The Week: NASDAQ Composite -0.7% | S&P 500 Index -0.9% | DJIA -2%.
But on Friday (June 22), both the S&P 500 and the Dow ended trading up--S&P +0.2%, Dow (DJIA) +0.5%.

“Underlying breadth points to an eventual new high in price for the S&P 500,” wrote Bespoke Investment Group, in a report cited by Raymond James. The “long-term uptrend channels are still in place.”--Improving market breadth could indicate stock strength ahead | MarketWatch.com 18 June 2018.

"... the stock market - particularly big-tech ... Every dip is met by a wall of buying, ramping the market ever higher ..."--This Is The Greatest Short-Squeeze In History | ZeroHedge.com 20 June 2018. 

Wall Street's Charging Bull

Investing Notes: Short Tesla $TSLA?
Black Swan author Nassim Taleb defended Tesla after an actress posted a video of a Tesla on fire:

There are 150K-200K car fires per annum. You take one event & an emotional statement of an actress & turn it into a statement about the safety of @Tesla. And this is 2018.

I am blocking any commentator who doesn't get it. In this and other similar situations. Finito.

— Nassim Nicholas Taleb (@nntaleb) June 17, 2018

On Monday Elon Musk showed off Tesla's newest production line and predicted that those who have shorted $TSLA “have about three weeks before their short position explodes.” But note the report out Friday, June 22, 2018: Exclusive: Tesla to close a dozen solar facilities in nine states--Reuters.com.

Other notes:

• The Cass Freight Index: A Measure of North American Freight Activity | cassinfo.com: shipments and expenditures up significantly. "The US is pretty much the only normalised economy on the planet"--Bill Blain. See also The Huge Ships for the Booming LNG Trade | WolfStreet.com.

• Why heads are exploding at the Fed | MarketWatch.com: at 3.8% unemployment, all of the econometric models indicate we should be seeing a lot more wage and price inflation than we are experiencing, but those econometric models are based upon historical statistics which don't factor in the consequences of the technological and institutional changes that are redefining U.S. labor, commodity and product markets, including the disappearance of the Phillips curve—the hypothesized inverse relationship between inflation and unemployment.

• Euro Risk: "The reasons the European economy remains so anemic are more to do with the Euro – the need to restructure economies at a time of enforced austerity to make the common currency work."--Bill Blain. See also Italy never should have joined the euro, and the ECB can’t rescue it from its next crisis: "Italy could plunge the eurozone into an unmanageable crisis"--MarketWatch.com.

• What about China? Read this week's expose at Axios.com, including intellectual property theft, the link between China's anti-monopoly policies and its industrial goals, etc.

• Global Debt: Are debt crises in Argentina and Turkey a global warning sign? | TheGuardian.com by Kenneth Rogoff. 
• If it’s already carrying significant debt, it’s “really handcuffed”--The Toys “R” Us Bankruptcy and Private Equity | TheAtlantic.com--“Had these companies remained publicly owned, they would have had a much higher probability of being able to adapt, to invest, and to withstand the ups and downs of the economy."--Thomas Paulson, founder of Inflection Capital Management (inflectioncapital.co).

• How U.S. tax reform rewards companies that shift profit to tax havens | Reuters.com.

• Investing Without People (pdf) by Howard Marks, Oaktree Capital (oaktreecapital.com), and Revamping Or Starting A Portfolio Now--SeekingAlpha.com. 

4) ICYMI Tech News:

• Internet Tax: US Supreme Court allows states collect sales tax from online retailers--Reuters.com.
• Regulation: FTC plans to reexamine how it polices tech companies | TheHill.com.
• Yahoo Mail aims at emerging markets and casual users, launches versions for mobile web and Android Go--TechCrunch.com.
• 5G: Ericsson needs industries to embrace 5G to underpin its recovery--Reuters.com.
• Data: The consumer data collection industry is about to explode (opinion June 19, 2018)--TheHill.com.
• Google to invest $550 million in JD.com, China's 2nd largest e-commerce site--cnbc.com.
• Google: More transparency and control in your Google Account--blog.google. 
• Google rolls out web interface for Android Messages enabling texting from desktop and says GIF search, Smart Reply, and more features coming--blog.google.
• Personal tech--pocket-lint.com re: bbc.co.uk/iplayer--How to watch BBC iPlayer in the US and elsewhere. 
• Work: Companies need older workers and here is why--Reuters.com.
• Environment: By 2030, an estimated 111 million metric tons of used plastic will need to be buried or recycled somewhere else—or not manufactured at all according to a new analysis of UN global trade data by University of Georgia researchers--Bloomberg.com.

-- John Poole, Editor, Domain Mondo  

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Global Technology, Media and Communications Conference May 15-17

46th Annual J.P. Morgan Global Technology, Media and Communications Conference May 15-17
Note: to register and listen to the audio webcasts online, click on the link above.

Schedule highlights presenting companies include (for complete listing go to link above) the following:

Tuesday: AT&T, NVIDIA, Intel, Visa, T-Mobile, American Tower, Keynote: Oracle (Mark Hurd), Keynote: Square (Jack Dorsey), Twitter, GoDaddy (see below).

Wednesday: Verizon, Mastercard, IBM, Keynote: Jamie Dimon, Chairman & CEO, JPMorgan Chase & Co., Keynote: Lori Beer Chief Information Officer JPMorgan Chase & Co.

Thursday: Adobe Systems, Web.com, Mobile Payments Panel, Wireless Infrastructure / DAS & Small Cell Panel, Data Center Panel, Emerging Markets Tower Panel.

GoDaddy CEO Scott Wagner: Adoption And Evolution Of Online Presence Is Driving Our Business

CNBC.com video above published on May 9, 2018: Scott Wagner, GoDaddy CEO, discusses his company’s quarterly earnings, how the business is growing and his thoughts on tax cuts. See also GoDaddy $GDDY Q1 2018 Earnings LIVE Webcast May 8.

GoDaddy Inc. (NYSE: GDDY), Ray Winborne, Chief Financial Officer, and Mike McLaughlin, Chief Customer Officer, will present at the 46th Annual J.P Morgan Technology, Media and Telecom Conference in Boston on Tuesday, May 15, 2018 at 3:00 p.m. EDT. A live audio webcast of the event will be available on GoDaddy's investor relations website at https://investors.godaddy.net. Following the presentation an audio replay will be available on the investor relations website. See also GoDaddy at 46th Annual J.P. Morgan Global Technology, Media and Communications Conference.

#JPMTMC

"Right now the American economy in a very broad-based way is strong," and is in good shape, Jamie Dimon says https://t.co/eKz0wj4dpD pic.twitter.com/yaA97VlX8x

— Bloomberg Markets (@markets) May 8, 2018

J.P. Morgan #blockchain lead, Christine Moy, talks to @CoinDesk about Quorum and breaking new ground with distributed ledger technology.

— J.P. Morgan (@jpmorgan) May 10, 2018

Leaders gathered at $JPM HQs for our 2nd annual #FinTech Day to discuss how #finserv companies are embracing #tech to better serve clients. pic.twitter.com/bkczx4Jhqu

— J.P. Morgan (@jpmorgan) May 7, 2018

Head of #AI and Quantum at @IBM, @dariogila, joined us at $JPM HQs to discuss the future of computing. https://t.co/EY80Z1cCGj pic.twitter.com/MSswNAYJW3

— J.P. Morgan (@jpmorgan) May 7, 2018

"J.P. Morgan is a digital bank, powered by a leading #tech company," says Lori Beer, $JPM Global CIO. https://t.co/EY80Z1cCGj pic.twitter.com/8uNul6swlH

— J.P. Morgan (@jpmorgan) May 7, 2018

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Content & Distribution: Amazon $AMZN, Netflix $NFLX, Disney $DIS (video)

The Amazon of Entertainment

L2inc.com video above published May 3, 2018: Scott Galloway chats with The Atlantic's senior editor Derek Thompson about Disney, Netflix, and Amazon, and who will win the war for video entertainment content and distribution.

The Atlantic: theatlantic.com/author/derek-thompson/

Transcript:

Twitter: @DKThomp
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