Internet

Could public indignation at the Facebook profile harvesting scandal lead to new regulation that could impede the value of some tech-based advertising models? Will it lead to a consumer backlash that slows the growth of the companies…

In 2012, to protect user privacy, the FTC mandated regulatory controls at Facebook that it has not made. Therefore, Facebook faces potential fines and greater regulatory oversight. This will be expensive, and could potentially cause…

Some of the best performing stocks in the US are the large Internet-centric technology stocks like Facebook. But Facebook's data breach represents a threat to them from regulators

Technological disruption promotes competition that benefits consumers. Yet, it also promotes an industrial organization that favors size. And that lessens competition.

Technological disruption poses serious threats to incumbent businesses. Here are two examples from Artificial intelligence and Walmart's earnings showing how this disruption occurs.

Today’s Wall Street Journal shows that large-cap technology stocks are priced as if economic and earnings growth will continue for the significant future. However, this late in the cycle, the probability of a hiccup increases, making share…

There is definitely a technology bubble brewing. And it will end badly. Some people are going to get rich though - and not necessarily undeservedly so. Some thoughts below I am going to make this very short. Valuations in the private…

I have three areas I want to explore today: earnings reports, China and Europe. The earnings reports are mixed but generally good enough to support continued job growth and economic momentum through this fourth quarter. I also want to deep…

As a technophile, I follow the tech space assiduously both in terms of products and trends as well as companies and strategy. Every quarter that Apple announces, I have made it a habit of commenting on their quarter, because they are the…

It’s been a while since I did a multi-theme review as I used to do on Fridays but there are a number of threads out today that deserve mention. So I want to pack them into an economic and market theme post today. Market meltdown. First,…