FANG
Will Google’s Stock Be Worth More If It’s Broken Up?
Alphabet (NASDAQ: GOOGL), Google’s parent company, could be worth significantly more if the company is forced to split into multiple…
The 3 Best Tech ETFs for the Second Half of 2019
The current earnings season has highlighted a few trends in the tech sector — software companies are showing very strong…
FANG Faces the Existential Threat of Disruption and Regulation
The recent breakdown of the S&P500 has revived the base case triggered by the ‘short vol’ unwind in February. That…
Wall Street Dumps Facebook Stock – Regulators Circle the Data Wagon
The Grizzle Reel and Macro Battleship have been markedly negative on the social media trade for the last two months,…
Facebook and Google: The Data Monopolists Face Regulatory Backlash
Regulatory Risk Looms Large Over Wall Street’s One-way FANG Trade Before the renewed stock market correction that commenced on Wall…